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Hedge Funds Similar to Forum Finance Group S.A.

13F Portfolio OverlapQ2 2026Forum Finance Group S.A. portfolio →
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Most similar hedge funds by 13F overlap

Forum Finance Group S.A. is an institutional investor managing $278M across 344 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 Forum Finance Group S.A. are First Fiduciary Investment Counsel, RWWM, Round Hill Asset, with shared positions in $WM, $MCD, $DIS, $SLB, $UNP, $MDLZ. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$WM$MCD$DIS$SLB$UNP$MDLZ
$529M
75 positions
#2RWWM, Inc.Smart money
Some overlap · 4 shared positions
$BABA$PII$HRB$KHC
$1.4B
40 positions
#3Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$HRB$PII$DIS$KHC
$159M
62 positions
#4HELIOS CAPITAL MANAGEMENT PTE. LTDActive
Some overlap · 4 shared positions
$BABA$WM$DIS$DG
$92M
25 positions
#5Ruffer LLPPassive
Some overlap · 4 shared positions
$BABA$SLB$UNP$DIS
$2.8B
187 positions
#6Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$TT$WM$MCD$UNP
$110M
55 positions
#7Holowesko Partners Ltd.Active
Some overlap · 5 shared positions
$BABA$DIS$SLB$MDLZ$KHC
$395M
34 positions
#8GFS Advisors, LLCActive
Some overlap · 4 shared positions
$DG$BABA$DIS$KHC
$1.7B
266 positions
#9Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$TT$WM$UNP
$253M
63 positions
#10TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$TT$WM$MCD
$288M
94 positions
#11Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$TT$DIS$MCD$ALB
$140M
67 positions
#12Edge Wealth Management LLCActive
Some overlap · 5 shared positions
$WM$MCD$DIS$SLB$UNP
$666M
89 positions
#13Shelter Rock Management, LLCActive
Some overlap · 3 shared positions
$TT$WM$MCD
$107M
39 positions
#14Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$DOV$MCD$DIS$SLB$UNP
$97M
109 positions
#15RBO & CO LLCActive
Some overlap · 4 shared positions
$WM$MCD$DIS$MDLZ
$628M
56 positions
#16Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$DG$MCD$MDLZ
$161M
43 positions
#17Stack Financial Management, IncActive
Some overlap · 4 shared positions
$WM$DOV$UNP$MDLZ
$1.3B
54 positions
#18ACR Alpine Capital Research, LLCActive
Some overlap · 3 shared positions
$DG$LBTYA$THO
$7.0B
38 positions
#19NBT BANK N A /NYPassive
Some overlap · 3 shared positions
$TT$MCD$UNP
$1.5B
571 positions
#20UNITED BANKActive
Some overlap · 3 shared positions
$DOV$WM$MCD
$853M
130 positions
#21NWF Advisory Services Inc.Passive
Some overlap · 3 shared positions
$BABA$DOV$DIS
$1.1B
439 positions
#22Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$DOV$WM$UNP$MCD
$1.3B
261 positions
#23Palmer Knight CoPassive
Some overlap · 3 shared positions
$TT$WM$LNG
$260M
36 positions
#24DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$WM$DIS$UNP$DOV
$12.5B
186 positions
#25BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Some overlap · 3 shared positions
$DOV$WM$DIS
$175M
36 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.