13F Pro

Hedge Funds Similar to F/m Investments

13F Portfolio OverlapQ2 2026F/m Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

F/m Investments LLC is an institutional investor managing $2.0B across 354 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 F/m Investments are Alyeska Investment Group, BDFS, TCW GROUP, with shared positions in $ANET, $ISRG, $ULTA, $ORLY, $CMG, $IDXX. The full ranking of 25 similar funds is below.

#1Alyeska Investment Group, L.P.Passive
Some overlap · 6 shared positions
$ANET$ISRG$ULTA$ORLY$CMG$IDXX
$38.9B
652 positions
#2BDFS Capital LLCActive
Some overlap · 5 shared positions
$ANET$ETN$NOC$WM$ORLY
$203M
117 positions
#3TCW GROUP INCActive
Some overlap · 5 shared positions
$ANET$ETN$ISRG$JCI$ORLY
$14.9B
640 positions
#4Vantage Investment Partners, LLC
Some overlap · 5 shared positions
$ETN$IDXX$NOC$ORLY$CMG
$1.6B
67 positions
#5Pictet & Cie (Europe) SAActive
Some overlap · 5 shared positions
$ETN$ISRG$IDXX$ORLY$CMG
$5.3B
199 positions
#6BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$ANET$ETN$IDXX$ISRG
$2.7B
804 positions
#7Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$ANET$ETN$ISRG$IDXX
$336M
107 positions
#8Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$ANET$ETN$ROK$ISRG
$345M
576 positions
#9WoodTrust Financial CorpActive
Some overlap · 5 shared positions
$IDXX$NOC$WM$GNRC$ROK
$825M
180 positions
#10Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$ANET$ETN$WM$JCI
$569M
231 positions
#11RESTON WEALTH MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$ANET$MAR$NOC$ISRG
$371M
65 positions
#12Kampmann Melissa S.Active
Some overlap · 5 shared positions
$ISRG$ROK$WM$GNRC$ANET
$132M
44 positions
#13Covea FinanceActive
Some overlap · 4 shared positions
$ISRG$MAR$ROK$WM
$3.1B
166 positions
#14DILLON & ASSOCIATES INCActive
Some overlap · 5 shared positions
$ETN$ISRG$ORLY$CMG$REGN
$849M
79 positions
#15Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$ANET$ISRG$JCI$WM
$1.2B
98 positions
#16WOODSTOCK CORPActive
Some overlap · 4 shared positions
$ISRG$IDXX$REGN$ORLY
$1.2B
160 positions
#17Strategic Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$WM$J$ANET$ISRG
$475M
161 positions
#18Purus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ANET$ISRG$WM$NOC
$366M
170 positions
#19Williams Jones Wealth Management, LLC.Active
Some overlap · 4 shared positions
$ETN$IDXX$ISRG$ORLY
$8.9B
547 positions
#20Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$ETN$ISRG$ORLY$ANET
$323M
511 positions
#21Banque Transatlantique SAActive
Some overlap · 4 shared positions
$ISRG$ETN$ANET$ORLY
$4.7B
494 positions
#22Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ANET$ETN$NOC
$284M
73 positions
#23Sun Financial IncPassive
Some overlap · 3 shared positions
$ANET$ETN$NOC
$212M
161 positions
#24NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ANET$ETN$ROK
$381M
144 positions
#25Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$NOC$ANET$WM$J
$258M
57 positions

Compare F/m Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View F/m Investments’s holdings

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.