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Hedge Funds Similar to FORA

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

FORA Capital, LLC is an institutional investor managing $1.5B across 345 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 FORA are Robinson Value , Ltd., GRAYBILL WEALTH , LTD., Saranac Partners Ltd, with shared positions in $INTU, $FISV, $DIS, $IDXX, $QCOM, $SNPS. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$INTU$FISV$DIS$IDXX$QCOM
$187M
75 positions
#2GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 7 shared positions
$DIS$SNPS$BLK$FISV$FLEX$UBER
$372M
82 positions
#3Saranac Partners LtdPassive
Some overlap · 6 shared positions
$BSX$FISV$INTU$KEYS$ICE$DIS
$343M
117 positions
#4Harvest Investment Advisors, LLCActive
Some overlap · 7 shared positions
$LMT$LHX$BLK$NXPI$MS$QCOM
$202M
58 positions
#5Ardmore Road Asset Management LPPassive
Some overlap · 6 shared positions
$INTU$DELL$WBD$UBER$QCOM$RBLX
$1.7B
70 positions
#6NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 6 shared positions
$ROST$SNPS$FISV$BLK$BSX$UBER
$606M
79 positions
#7YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$INTU$DIS$LMT$LHX$CNQ
$8.1B
74 positions
#8LGT CAPITAL PARTNERS LTD.Active
Some overlap · 5 shared positions
$BSX$IDXX$ROST$MS$ICE
$2.0B
38 positions
#9EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$INTU$DIS$FISV$LMT
$842M
118 positions
#10VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$DIS$GM$CVS$MS$QCOM$ICE
$35.1B
90 positions
#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$INTU$SNPS$FISV$NXPI$QCOM
$10.3B
565 positions
#12WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$ROST$SNPS$UBER$CHKP$WBD$CVS
$245M
80 positions
#13ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$LMT$DIS$BLK$UBER$MS$QCOM
$1.7B
652 positions
#14Quadrature Capital LtdPassive
Some overlap · 6 shared positions
$INTU$DELL$SU$QCOM$MELI$HPE
$11.7B
1,542 positions
#15TWINBEECH CAPITAL LPPassive
Some overlap · 6 shared positions
$BSX$HPE$BLK$LDOS$IDXX$ICE
$553M
352 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DIS$HPE$DELL$CVS$QCOM
$160M
124 positions
#17ATWOOD & PALMER INCPassive
Some overlap · 5 shared positions
$MELI$LMT$LHX$LDOS$UBER
$1.9B
495 positions
#18BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$DIS$IDXX$LMT$UBER$CVS
$213M
305 positions
#19Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$FISV$DIS$CVS$WBD
$138M
54 positions
#20LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$DELL$HPE$GM$CVS$QCOM$DIS
$55.1B
889 positions
#21Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$DIS$FISV$MELI$IDXX
$285M
77 positions
#22ClearAlpha Technologies LPPassive
Some overlap · 5 shared positions
$INTU$BLK$UBER$CHKP$HII
$58M
79 positions
#23Bayesian Capital Management, LPPassive
Some overlap · 6 shared positions
$BSX$SU$B$CNQ$ICE$GM
$156M
223 positions
#24Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$DIS$B$CVS$MS$QCOM
$288M
82 positions
#25Buttonwood Financial Advisors Inc.Active
Some overlap · 6 shared positions
$FISV$DIS$LMT$CSGP$CNQ$BLK
$329M
110 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.