13F Pro

Hedge Funds Similar to F/m Investments

13F Portfolio OverlapQ1 2026F/m Investments portfolio →
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Most similar hedge funds by 13F overlap

F/m Investments LLC is an institutional investor managing $1.5B across 333 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to F/m Investments are HOWLAND, Telos ,, Chapman Investment ,, with shared positions in $MKL, $NOW, $IDXX, $REGN, $ORLY, $NOC. The full ranking of 25 similar funds is below.

#1HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$MKL$NOW$IDXX$REGN$ORLY
$2.5B
262 positions
#2Telos Capital Management, Inc.Active
Notable overlap · 6 shared positions
$MKL$NOC$PANW$HON$NOW$J
$1.0B
191 positions
#3Chapman Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$ISRG$WM$ORLY
$121M
26 positions
#4CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 5 shared positions
$MKL$ISRG$ABT$ANET$PANW
$716M
261 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$MKL$HON$WM$ABT
$280M
107 positions
#6Ballast, Inc.Active
Some overlap · 4 shared positions
$MKL$REGN$MAR$HON
$432M
133 positions
#7Quilter PlcActive
Some overlap · 6 shared positions
$PANW$HON$MKL$MAR$INTU$ROK
$5.7B
124 positions
#8M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$PANW$WM$ETN
$130M
35 positions
#9ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$PANW$ISRG$NOW$INTU$ANET$JCI
$482M
38 positions
#10Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 7 shared positions
$PANW$HON$NOW$ADSK$INTU$WM
$134M
80 positions
#11Capco Asset Management, LLCSmart money
Some overlap · 3 shared positions
$MKL$ADSK$MAR
$367M
27 positions
#12Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$MKL$HON$ABT$MAR
$151M
114 positions
#13MIDDLETON & CO INC/MAActive
Some overlap · 6 shared positions
$PANW$NOW$INTU$ETN$IDXX$ORLY
$877M
164 positions
#14MOGY JOEL R INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$PANW$ISRG$IDXX$INTU$ORLY$ABT
$1.6B
114 positions
#15Talbot Financial, LLCActive
Some overlap · 6 shared positions
$NOC$HON$PANW$INTU$NOW$ROK
$1.2B
66 positions
#16Dunhill Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$NOW$MAR
$424M
1,857 positions
#17Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$PANW$ISRG$NOW$ANET$JCI$WM
$1.2B
95 positions
#18ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MKL$MAR$HON$PANW
$229M
75 positions
#19River Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$ETN$WM$NOW$CMG
$871M
205 positions
#20KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 5 shared positions
$PANW$ISRG$HON$ETN$NOC
$2.5B
186 positions
#21Bradyco, Inc.Active
Some overlap · 5 shared positions
$MKL$PANW$ETN$ANET$NOW
$129M
38 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$NOC$HON$WM$ABT$ANET$PANW
$206M
56 positions
#23Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$MAR$NOC
$191M
88 positions
#24Berkeley, IncActive
Some overlap · 3 shared positions
$MKL$INTU$ULTA
$298M
81 positions
#25SEARLE & CO.Passive
Some overlap · 5 shared positions
$PANW$HON$NOC$ETN$ROK
$398M
194 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.