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Hedge Funds Similar to Aft, Forsyth & Sober

13F Portfolio OverlapQ2 2026Aft, Forsyth & Sober portfolio →
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Most similar hedge funds by 13F overlap

Aft, Forsyth & Sober, LLC is an institutional investor managing $320M across 60 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aft, Forsyth & Sober are Cunning Partners, Kessler Investment Group, Seascape, with shared positions in $KLAC, $WFC, $NRG, $MS, $MCK, $HCA. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive
Notable overlap · 7 shared positions
$KLAC$WFC$NRG$MS$MCK$HCA
$248M
55 positions
#2Kessler Investment Group, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ANET$HCA$PLTR$NOW
$207M
82 positions
#3Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$ANET$KLAC$HCA$NRG$FTNT
$417M
96 positions
#4Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$PLTR$KLAC$ANET$NOW
$269M
51 positions
#5FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$KLAC$NRG$ANET$HCA
$487M
190 positions
#6BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$ANET$PLTR$NOW$MRVL
$436M
104 positions
#7Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$KLAC$ANET$PLTR$NOW$MRVL
$228M
70 positions
#8Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$ANET
$819M
339 positions
#9True Vision MN LLC
Some overlap · 5 shared positions
$ANET$HCA$WFC$PLTR$STT
$194M
98 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$ANET$PLTR$NOW
$908M
182 positions
#11Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$ANET$MCK$FTNT$CME
$604M
99 positions
#12Sun Financial IncPassive
Some overlap · 4 shared positions
$ANET$PLTR$KLAC$NOW
$212M
161 positions
#13LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$ANET$MCK$PLTR
$218M
80 positions
#14GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$WFC$PLTR$FTNT$COP
$148M
1,422 positions
#15Knollwood Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLTR$ANET$NOW$FTNT
$1.1B
270 positions
#16SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$ANET$MCK$PLTR$SHW
$125M
51 positions
#17Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$ANET$MS$FTNT
$169M
77 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$MCK$HCA$WFC$NOW
$244M
53 positions
#19Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$ANET$PLTR$MRVL
$517M
86 positions
#20Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ANET$MCK
$2.5B
166 positions
#21Cypress Point Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$KLAC$COP$MRVL
$492M
142 positions
#22Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$MCK
$161M
189 positions
#23TCW GROUP INCActive
Some overlap · 5 shared positions
$KLAC$ANET$MCK$NOW$MRVL
$14.9B
640 positions
#24Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$COP$WFC$MS
$295M
65 positions
#25TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$KLAC$MCK$HCA
$217M
114 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.