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Hedge Funds Similar to FORM Wealth Advisors,

13F Portfolio OverlapQ1 2026FORM Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

FORM Wealth Advisors, LLC is an institutional investor managing $909M across 61 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 FORM Wealth Advisors, are PFS Partners,, Stonebridge Financial Group,, Presidio ,, with shared positions in $MS, $JHG, $GE, $GEV, $IBM, $MCD. The full ranking of 25 similar funds is below.

#1PFS Partners, LLCActive
Some overlap · 5 shared positions
$MS$JHG$GE$GEV$IBM
$218M
590 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$JHG$MCD$WT
$1.2B
262 positions
#3Presidio Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$JHG$MCD$CEG
$344M
79 positions
#4YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$WT
$248M
125 positions
#5Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 3 shared positions
$MS$JHG$WT
$589M
590 positions
#6Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$MS$JHG$WT
$415M
51 positions
#7Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$JHG$IBM
$383M
290 positions
#8Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$MS$JHG$MCD$ABT
$554M
140 positions
#9DAGCO, INC.Passive
Some overlap · 4 shared positions
$MS$JHG$DHR$TRV
$461M
353 positions
#10SHP Wealth ManagementActive
Some overlap · 4 shared positions
$MS$JHG$MCD$WT
$1.3B
1,826 positions
#11Adirondack Capital Advisors, LLCSmart money
Some overlap · 4 shared positions
$MS$GE$GEV$DHR
$156M
44 positions
#12Prota Financial, LLCActive
Some overlap · 3 shared positions
$MS$GE$GEV
$138M
67 positions
#13LEIGH BALDWIN & CO., LLCPassive
Some overlap · 3 shared positions
$MS$GE$GEV
$154M
163 positions
#14Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$GE$IBM
$133M
70 positions
#15Gratus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$GE$IBM
$691M
138 positions
#16Strategies Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$GEV$GE
$995M
193 positions
#17Meridian Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$MCD$IBM$WT
$183M
141 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$MS$MCD$IBM
$363M
102 positions
#19Focused Investors LLCActive
Some overlap · 3 shared positions
$MS$MCD$DIS
$3.1B
22 positions
#20SFAM, LLCActive
Some overlap · 4 shared positions
$MS$MCD$ABT$DHR
$108M
269 positions
#21Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$MCD$CL$WT
$284M
125 positions
#22Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$MCD$DHR
$379M
144 positions
#23Talisman Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MS$MCD$WT
$124M
101 positions
#24Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$MCD$WT
$331M
134 positions
#25Custos Family Office, LLC
Some overlap · 3 shared positions
$MS$IBM$DIS
$147M
60 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.