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Hedge Funds Similar to FORM Wealth Advisors

13F Portfolio OverlapQ2 2026FORM Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

FORM Wealth Advisors, LLC is an institutional investor managing $909M across 61 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 FORM Wealth Advisors are Partnership Wealth, BOSTON RESEARCH, BROADWATER, with shared positions in $MCD, $ABT, $DIS, $CEG, $CL, $EXC. The full ranking of 25 similar funds is below.

#1Partnership Wealth Management, LLCActive
Some overlap · 6 shared positions
$MCD$ABT$DIS$CEG$CL$EXC
$148M
67 positions
#2BOSTON RESEARCH & MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$453M
121 positions
#3BROADWATER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$138M
208 positions
#4TRUSTCO BANK CORP N YPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$137M
77 positions
#5Smart Portfolios, LLC
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$100M
99 positions
#6Destination Wealth ManagementPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$4.3B
344 positions
#7EVERETT HARRIS & CO /CA/Active
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$8.1B
292 positions
#8Piscataqua Savings BankPassive
Slight overlap · 5 shared positions
$MCD$DIS$PFH$CL$DHR
$148M
412 positions
#9PIONEER TRUST BANK N A/ORPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$DHR
$441M
87 positions
#10DLK Investment Management, LLCPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$DHR
$235M
96 positions
#11Integrated Investment Consultants, LLCPassive
Slight overlap · 4 shared positions
$MCD$ABT$DIS$CL
$508M
271 positions
#12RMG Wealth Management LLCActive
Slight overlap · 5 shared positions
$MCD$MGEE$CEG$LNT$EXC
$969M
578 positions
#13Ally Financial Inc.Active
Slight overlap · 4 shared positions
$MCD$ABT$DIS$DHR
$775M
131 positions
#14MBE Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MCD$MGEE$ABT$LNT
$284M
170 positions
#15LANDAAS & CO /WI /ADVSmart money
Slight overlap · 4 shared positions
$MCD$ABT$DIS$BMO
$550M
149 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Slight overlap · 5 shared positions
$MCD$DIS$CL$DHR$C
$200M
76 positions
#17INDEPENDENT INVESTORS INCSmart money
Slight overlap · 4 shared positions
$MCD$DIS$ABT$CL
$524M
73 positions
#18Center for Financial Planning, Inc.Smart money
Slight overlap · 4 shared positions
$MCD$ABT$RJF$CL
$1.1B
666 positions
#19FIRST INTERSTATE BANKActive
Slight overlap · 4 shared positions
$MCD$DIS$ABT$C
$1.9B
196 positions
#20Elmwood Wealth Management, Inc.Passive
Slight overlap · 5 shared positions
$ABT$DIS$DHR$TRV$C
$400M
200 positions
#21Boit C F DavidPassive
Slight overlap · 4 shared positions
$MCD$ABT$CL$DHR
$238M
85 positions
#22Bath Savings Trust CoActive
Slight overlap · 4 shared positions
$MCD$ABT$CL$DHR
$965M
177 positions
#23WENDELL DAVID ASSOCIATES INCActive
Slight overlap · 4 shared positions
$MCD$ABT$CL$DHR
$947M
155 positions
#24CONNING INC.Passive
Slight overlap · 4 shared positions
$MCD$ABT$CL$TRV
$3.3B
327 positions
#25Palisade Asset Management, LLCPassive
Slight overlap · 4 shared positions
$MCD$ABT$CL$TRV
$1.1B
204 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.