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Hedge Funds Similar to Forefront Analytics

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

Forefront Analytics, LLC is an institutional investor managing $92M across 37 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 Forefront Analytics are SECTOR GAMMA AS, SOUND SHORE, Allied Investment Advisors, with shared positions in $INCY, $ABT, $PFE, $MDT, $TMO, $EW. The full ranking of 25 similar funds is below.

#1SECTOR GAMMA ASActive
Notable overlap · 7 shared positions
$INCY$ABT$PFE$MDT$TMO$EW
$461M
40 positions
#2SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$INCY$PFE$MDT$TMO$REGN
$3.2B
40 positions
#3Allied Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$DE$ABT$MDT$PFE
$1.1B
112 positions
#4DMKC Advisory Services, LLCActive
Notable overlap · 4 shared positions
$DE$ABT$MDT$PFE
$530M
92 positions
#5Sivik Global Healthcare LLCActive
Notable overlap · 5 shared positions
$ABT$DHR$EW$TMO$REGN
$175M
35 positions
#6DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$EW$DE$DHR$TMO
$121M
100 positions
#7Defilade Capital Management, L.P.Active
Some overlap · 4 shared positions
$ABT$PFE$MDT$TMO
$747M
39 positions
#8DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$ABT$MDT$DHR$DE
$275M
99 positions
#9Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MUFG$DE$MDT
$122M
352 positions
#10Bellevue Group AGActive
Some overlap · 5 shared positions
$ABT$MDT$EW$REGN$TMO
$4.8B
148 positions
#11Waycross Investment Management CoActive
Some overlap · 3 shared positions
$DE$MDT$DHR
$124M
58 positions
#12CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$DE$PFE$MDT
$1.5B
78 positions
#13Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$DE$ABT$PFE
$711M
100 positions
#14PGGM InvestmentsActive
Some overlap · 4 shared positions
$ABT$MDT$TMO$REGN
$4.1B
59 positions
#15Rhenman & Partners Asset Management ABActive
Some overlap · 4 shared positions
$EW$TMO$DHR$REGN
$1.1B
99 positions
#16WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$ABT$MDT$TMO$DHR
$377M
44 positions
#17Juno Financial Group LLCActive
Some overlap · 3 shared positions
$DE$DHR$PM
$286M
72 positions
#18ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PFE$DHR$TMO$REGN
$169M
64 positions
#19PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$DHR$TMO
$33.8B
123 positions
#20BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 4 shared positions
$DE$DHR$TMO$ABT
$7.1B
535 positions
#21Canoe Financial LPActive
Some overlap · 4 shared positions
$DE$TMO$DHR$PM
$8.3B
120 positions
#22FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DE$MDT$PM
$355M
257 positions
#23KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Some overlap · 5 shared positions
$DHR$TMO$DE$ABT$PM
$812M
204 positions
#24CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$DE$MDT$PFE
$1.1B
157 positions
#25Meridiem Capital Partners LPPassive
Some overlap · 3 shared positions
$EW$DHR$MDT
$2.2B
85 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.