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Hedge Funds Similar to Forum Financial

13F Portfolio OverlapQ3 2026Forum Financial portfolio →
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Most similar hedge funds by 13F overlap

Forum Financial Management, LP is an institutional investor managing $7.7B across 342 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Forum Financial are Hofer & Associates., Argyle Partners, Eliot Finkel Investment Counsel, with shared positions in $AMGN, $MCD, $ABT, $OKE, $ET, $DE. The full ranking of 25 similar funds is below.

#1Hofer & Associates. IncActive
Notable overlap · 3 shared positions
$AMGN$MCD$ABT
$143M
78 positions
#2Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$OKE$ET$DE$MPLX
$162M
175 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMGN$DE$MCD
$214M
33 positions
#4Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$OKE$MPLX
$205M
79 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$AMGN$OKE$ET
$517M
137 positions
#6ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMGN$DE$ABT$MCD
$878M
73 positions
#7Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$AMGN$OKE$ET$MPLX$MCD
$324M
237 positions
#8Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$AMGN$DE$MCD
$1.3B
62 positions
#9Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$OKE$DE$MCD
$399M
113 positions
#10Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$OKE$MCD
$116M
172 positions
#11Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AMGN$OKE$DE$MCD
$145M
104 positions
#12DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$DE$ABT$MCD
$275M
99 positions
#13Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$DE$ABT$MCD
$1.1B
204 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$AMGN$ABT$MCD
$513M
70 positions
#15Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$SYY$MCD
$181M
100 positions
#16Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$ABT$SYY
$394M
99 positions
#17Fort Sheridan Advisors LLCPassive
Some overlap · 5 shared positions
$OKE$ET$DE$CBOE$ALL
$928M
299 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AMGN$DE$ABT$SYY$MCD
$181M
81 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$AMGN$OKE$MCD
$116M
65 positions
#20OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$DE$ET$OKE$MPLX$MCD
$137M
74 positions
#21Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$AMGN$ABT$ALL
$222M
152 positions
#22Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$AMGN$DE$MAR$ABT
$149M
116 positions
#23MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$DE$MAR
$631M
238 positions
#24Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$AMGN$DE$MAR$ABT
$1.1B
108 positions
#25Directional Asset ManagementPassive
Some overlap · 4 shared positions
$AMGN$ET$ABT$SYY
$124M
90 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.