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Hedge Funds Similar to Ardent ,

13F Portfolio OverlapQ1 2026Ardent , portfolio →
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Most similar hedge funds by 13F overlap

Ardent Capital Management, Inc. is an institutional investor managing $234M across 47 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 Ardent , are Fundsmith LLP, FUNDSMITH INVESTMENT SERVICES LTD., MAIMON WEALTH LTD., with shared positions in $SYK, $PM, $ADP, $MO, $MCD, $MDY. The full ranking of 25 similar funds is below.

#1Fundsmith LLPActive
Some overlap · 3 shared positions
$SYK$PM$ADP
$12.8B
34 positions
#2FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Some overlap · 3 shared positions
$SYK$PM$ADP
$4.4B
24 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$SYK$PM$MO$MCD
$114M
77 positions
#4CWS Financial Advisors, LLCActive
Some overlap · 6 shared positions
$SYK$PM$MO$MDY$MCD$SO
$390M
157 positions
#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SYK$PM$ADBE$ADP
$10.0B
560 positions
#6Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 4 shared positions
$SYK$IAUM$MCD$MKL
$2.7B
226 positions
#7JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$ADBE$ADP$MCD
$5.1B
84 positions
#8PUREfi Wealth, LLCPassive
Some overlap · 3 shared positions
$SYK$UNH$MCD
$153M
188 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$SYK$PLD
$821M
85 positions
#10Bey-Douglas LLCPassive
Some overlap · 4 shared positions
$SYK$ADBE$ADP$SO
$115M
56 positions
#11Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PM$ADBE$MO$KVUE$MCD
$122M
39 positions
#12RBO & CO LLCActive
Some overlap · 5 shared positions
$PM$ADBE$MO$KVUE$MCD
$620M
57 positions
#13PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$PM$SYK$UNH$MCD
$76M
33 positions
#14Tandem Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$SYK$ADBE$ADP$MCD
$2.0B
83 positions
#15BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SYK$PM$MO
$218M
67 positions
#16Contrarius Group Holdings LtdActive
Some overlap · 3 shared positions
$PM$BIDU$MO
$1.8B
39 positions
#17Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 3 shared positions
$PM$SYK$ADP
$296M
146 positions
#18Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$ADP$MCD
$936M
168 positions
#19FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PM$MO$UNH$ADP$MCD
$39.1B
294 positions
#20GPM Growth Investors, Inc.Active
Some overlap · 3 shared positions
$SYK$ADBE$MCD
$238M
42 positions
#21Midway Capital Research & ManagementPassive
Some overlap · 3 shared positions
$SYK$ADBE$MCD
$106M
117 positions
#22Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$UNH$ADP
$333M
88 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SYK$PM$ADP$MCD
$260M
101 positions
#24CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$PM$UNH$PLD$ADP$MCD
$5.0B
55 positions
#25Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$SYK$UNH$MCD
$252M
167 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.