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Hedge Funds Similar to Ardent

13F Portfolio OverlapQ2 2026Ardent portfolio →
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Most similar hedge funds by 13F overlap

Ardent Capital Management, Inc. is an institutional investor managing $241M across 47 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 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.Passive
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
$451M
171 positions
#5Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$SYK$PM$MO$BMY$MCD
$501M
106 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
$623M
123 positions
#8Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$SYK$PLD
$856M
89 positions
#9Stonehage Fleming Financial Services Holdings Ltd
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
$141M
130 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
$10.3B
565 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
$128M
41 positions
#18Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PM$MO$BMY
$240M
74 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
$965M
177 positions
#22FAYEZ SAROFIM & CO
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.