How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Formidable Asset

13F Portfolio OverlapQ2 2026Formidable Asset portfolio →

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Most similar hedge funds by 13F overlap

Formidable Asset Management, LLC is an institutional investor managing $629M across 387 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Formidable Asset are Ark Wealth Advisors, HOWE & RUSLING, Limestone Investment Advisors, with shared positions in $BABA, $NEE, $MCD, $PEP, $ASML, $CRWD. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$BABA $NEE $MCD $PEP

$113M

87 positions

#2HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$NEE $ASML $CRWD $MCD $PEP

$1.7B

479 positions

#3Limestone Investment Advisors LPPassive

Some overlap · 4 shared positions

$BABA $ASML $NEM $PEP

$1.3B

558 positions

#4Bayesian Capital Management, LPPassive

Some overlap · 4 shared positions

$BABA $ASML $MCD $PEP

$156M

223 positions

#5Center For Asset Management LLCPassive

Some overlap · 4 shared positions

$NEE $ASML $NEM $MO

$225M

151 positions

#6GENTRY PRIVATE WEALTH, LLCSmart money

Some overlap · 4 shared positions

$NEE $ASML $MCD $MO

$194M

108 positions

#7Financial & Tax Architects, LLCPassive

Some overlap · 4 shared positions

$NEE $ASML $MCD $PEP

$474M

110 positions

#8Haverford Trust CoActive

Some overlap · 4 shared positions

$NEE $ASML $MCD $PEP

$11.6B

424 positions

#9Callahan Advisors, LLCActive

Some overlap · 4 shared positions

$NEE $ASML $MCD $PEP

$1.3B

181 positions

#10Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$NEE $ASML $MO $PEP

$226M

42 positions

#11OPAL CAPITAL LLCPassive

Some overlap · 4 shared positions

$NEE $ASML $MO $PEP

$560M

136 positions

#12TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$NEE $ASML $MO $PEP

$798M

187 positions

#13Aspetuck Financial Management LLCActive

Some overlap · 6 shared positions

$ASML $CRWD $NEM $MO $NEE $VRT

$170M

79 positions

#14RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 4 shared positions

$NEE $CRWD $MCD $PEP

$794M

188 positions

#15FARMERS TRUST CO

Some overlap · 4 shared positions

$NEE $NEM $MCD $PEP

$637M

203 positions

#16Mayflower Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$NEE $MCD $MO $PEP

$1.2B

499 positions

#17Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$NEE $MCD $MO $PEP

$497M

948 positions

#18BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$NEE $MCD $MO $PEP

$791M

140 positions

#19Slagle Financial, LLCPassive

Some overlap · 4 shared positions

$NEE $MCD $MO $PEP

$334M

127 positions

#20Tyche Wealth Partners LLCPassive

Some overlap · 5 shared positions

$NEE $CRWD $MCD $MO $PEP

$712M

339 positions

#21Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$NEE $ASML $CRWD $PEP

$1.6B

184 positions

#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 4 shared positions

$NEE $CRWD $MCD $VRT

$152M

84 positions

#23FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 4 shared positions

$NEE $ASML $MCD $VRT

$1.7B

208 positions

#24Signature Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$NEE $CRWD $NEM $MO

$214M

122 positions

#25Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$NEE $MCD $PEP $VRT

$513M

70 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.