How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Forvis Mazars Wealth Advisors

13F Portfolio OverlapQ3 2026Forvis Mazars Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Forvis Mazars Wealth Advisors, LLC is an institutional investor managing $6.1B across 427 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Forvis Mazars Wealth Advisors are Atlantic Edge Private Wealth, PATTON ALBERTSON MILLER GROUP, CAMPBELL NEWMAN ASSET, with shared positions in $STT, $KLAC, $PWR, $VLO, $LOW, $CMI. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$STT $KLAC $PWR $VLO $LOW $CMI

$487M

628 positions

#2PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 7 shared positions

$KLAC $PWR $VLO $LOW $CMI $MCK

$994M

219 positions

#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$STT $KLAC $APH $LOW

$1.3B

99 positions

#4MorganRosel Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $PWR $APH $VLO $MCK

$296M

104 positions

#5Applied Finance Capital Management, LLCPassive

Some overlap · 6 shared positions

$KLAC $PWR $VLO $LOW $CMI $DIS

$1.3B

218 positions

#6PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$KLAC $PWR $CMI $VLO $LOW $MCK

$514M

167 positions

#7Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$STT $KLAC $CMI $GLDM

$1.8B

529 positions

#8THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$STT $KLAC $APH

$1.2B

56 positions

#9DUNCKER STREETT & CO INCPassive

Some overlap · 5 shared positions

$KLAC $PWR $APH $ORLY $LOW

$591M

521 positions

#10Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$KLAC $APH $STT $LOW $MCK $GLDM

$258M

228 positions

#11Heritage Family Offices, LLPPassive

Some overlap · 6 shared positions

$KLAC $APH $STT $LOW $MCK $GLDM

$259M

233 positions

#12Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$KLAC $PWR $ORLY $MCK

$604M

99 positions

#13Longbow Finance SAPassive

Some overlap · 6 shared positions

$KLAC $PWR $STT $VLO $CMI $MCK

$782M

59 positions

#14Barden Capital Management, Inc.Active

Some overlap · 3 shared positions

$STT $PWR $VLO

$110M

58 positions

#15ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 4 shared positions

$KLAC $PWR $VLO $LOW

$305M

103 positions

#16COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$STT $KLAC $LOW

$427M

162 positions

#17McKinley Carter Wealth Services, Inc.Active

Some overlap · 4 shared positions

$PWR $ORLY $APH $MCK

$2.0B

323 positions

#18SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 3 shared positions

$STT $PWR $KLAC

$892M

299 positions

#19Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$STT $PWR $INCY

$254M

128 positions

#20Friday FinancialActive

Some overlap · 3 shared positions

$STT $PWR $DIS

$506M

119 positions

#21KP Management LLCPassive

Some overlap · 4 shared positions

$KLAC $ORLY $APH $CMI

$532M

86 positions

#22Newman Dignan & Sheerar, Inc.Passive

Some overlap · 4 shared positions

$PWR $KLAC $STT $LOW

$525M

180 positions

#23NZS Capital, LLCActive

Some overlap · 3 shared positions

$KLAC $PWR $APH

$3.9B

61 positions

#24Union Heritage Capital, LLCPassive

Some overlap · 3 shared positions

$KLAC $ORLY $APH

$295M

65 positions

#25JLB & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$KLAC $ORLY $APH

$740M

68 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.