What hedge funds are most similar to FourThought Financial Partners, LLC?

The funds with the most similar 13F portfolios to FourThought Financial Partners, LLC are MATRIX ASSET ADVISORS /NY, CAMBIAR INVESTORS, EDGAR LOMAX /VA, based on overlapping conviction holdings in the latest SEC filings.

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 FourThought Financial Partners,

13F Portfolio OverlapQ1 2026FourThought Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

FourThought Financial Partners, LLC is an institutional investor managing $1.2B across 384 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 FourThought Financial Partners, are MATRIX ASSET ADVISORS /NY, CAMBIAR INVESTORS, EDGAR LOMAX /VA, with shared positions in $NEE, $LMT, $CCZ, $MS, $MDT, $LOW. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$NEE $LMT $CCZ $MS $MDT $LOW

$1.1B

105 positions

#2CAMBIAR INVESTORS LLCActive

Notable overlap · 9 shared positions

$MDT $CCZ $CB $AMAT $AZN $CME

$2.2B

145 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $LMT $CCZ $MS $AMT $ABT

$1.4B

56 positions

#4JGP Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$KLAC $MS $NEE $LOW $APD $AMGN

$961M

223 positions

#5Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$NEE $LMT $MS $NOC $CB $ABT

$446M

104 positions

#6Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$NEE $CCZ $MS $MDT $CB $LOW

$9.8B

213 positions

#7Core Alternative CapitalPassive

Notable overlap · 7 shared positions

$NEE $LMT $MS $CB $MDT $APD

$339M

205 positions

#8Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $CB $LOW $MDT $ABT $APD

$326M

174 positions

#9Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ASML $LMT $LOW $AMAT $NEE

$187M

87 positions

#10Granite Group Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $LMT $MS $MDT $CCZ $AMGN

$165M

86 positions

#11Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$NEE $LMT $MS $NOC $AMGN $PNC

$149M

72 positions

#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$NEE $ASML $CB $AZN $ABT $HON

$2.1B

122 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$NEE $KLAC $LMT $LOW $MDT $AMGN

$380M

98 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $NOC $MDT $LMT $AMGN $APD

$218M

69 positions

#15Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$CB $LMT $LOW $NEE $APD $ABT

$581M

245 positions

#16Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $AMT $LMT $LOW $AMGN $HON

$170M

48 positions

#17Werlinich Asset Management, LLCActive

Notable overlap · 7 shared positions

$LMT $MS $NOC $ASML $ABT $AMT

$206M

56 positions

#18M&G PlcActive

Notable overlap · 7 shared positions

$NEE $MDT $AZN $CME $AMT $LOW

$19.4B

380 positions

#19AMERICAN NATIONAL BANK & TRUSTPassive

Notable overlap · 7 shared positions

$KLAC $LMT $AMAT $AMGN $NEE $MDT

$1.0B

615 positions

#20FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$NEE $MS $CB $LMT $LOW $MDT

$354M

66 positions

#21KKM Financial LLCPassive

Notable overlap · 6 shared positions

$ASML $CCZ $AMAT $KLAC $CB $CME

$563M

168 positions

#22Meadowbrook Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $MS $APD $CME $MDT $AMGN

$168M

136 positions

#23Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$NEE $ASML $MS $LOW $ABT

$232M

44 positions

#24Family Legacy, Inc.Passive

Notable overlap · 6 shared positions

$LMT $LOW $MS $NOC $AMAT $AMGN

$333M

124 positions

#25Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$KLAC $ASML $NEE $MS $ABT

$1.4B

170 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.