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Hedge Funds Similar to Ardent

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

Ardent Capital Management, Inc. is an institutional investor managing $237M across 32 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 Ardent are MAIMON WEALTH LTD., Fundsmith LLP, FUNDSMITH INVESTMENT SERVICES LTD., with shared positions in $SYK, $PM, $MO, $MCD, $ADP, $MDY. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 4 shared positions
$SYK$PM$MO$MCD
$130M
80 positions
#2Fundsmith LLPActive
Notable overlap · 3 shared positions
$SYK$PM$ADP
$13.6B
41 positions
#3FUNDSMITH INVESTMENT SERVICES LTD.Active
Notable overlap · 3 shared positions
$SYK$PM$ADP
$4.5B
27 positions
#4CWS Financial Advisors, LLCActive
Some overlap · 6 shared positions
$SYK$PM$MO$MDY$MCD$SO
$454M
171 positions
#5Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$SYK$PM$MO$BMY$MCD
$494M
102 positions
#6BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SYK$PM$MO
$239M
72 positions
#7TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$SYK$MDY$MCD
$641M
123 positions
#8Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$SYK$PLD
$856M
89 positions
#9Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 3 shared positions
$SYK$IAUM$MCD
$2.9B
215 positions
#10SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PM$SYK$MO$MCD
$143M
138 positions
#11Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 3 shared positions
$SYK$PM$ADP
$321M
153 positions
#12JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ADP$MCD
$4.1B
83 positions
#13LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SYK$PM$ADP
$10.8B
564 positions
#14Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$BMY$ADP
$394M
99 positions
#15Bey-Douglas LLC
Some overlap · 3 shared positions
$SYK$ADP$SO
$115M
56 positions
#16RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MO$KVUE$MCD
$628M
56 positions
#17Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$PM$MO$KVUE$MCD
$131M
42 positions
#18Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$248M
77 positions
#19AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$546M
122 positions
#20Smallwood Wealth Investment Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$229M
529 positions
#21Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$ADP$MCD
$966M
178 positions
#22FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$PM$MO$ADP$MCD
$42.5B
300 positions
#23PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ADP$SO
$209M
54 positions
#24Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$MDY
$126M
73 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MO$MCD$SO
$497M
948 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.