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 FOSTER & MOTLEY

13F Portfolio OverlapQ2 2026FOSTER & MOTLEY portfolio →

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Most similar hedge funds by 13F overlap

FOSTER & MOTLEY INC is an institutional investor managing $2.2B across 405 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 FOSTER & MOTLEY are Lifeworks Advisors, Kendall, Cunning Partners, with shared positions in $DELL, $JBL, $CMI, $HIG, $KR, $GLW. The full ranking of 25 similar funds is below.

#1Lifeworks Advisors, LLCPassive

Notable overlap · 7 shared positions

$DELL $JBL $CMI $HIG $KR $GLW

$955M

337 positions

#2Kendall Capital ManagementPassive

Notable overlap · 8 shared positions

$DELL $CMI $AVT $HPE $TNL $NXST

$600M

236 positions

#3Cunning Capital Partners, LPActive

Some overlap · 6 shared positions

$DELL $JBL $URI $HIG $HCA $MCK

$248M

55 positions

#4LSV ASSET MANAGEMENTActive

Some overlap · 7 shared positions

$DELL $GM $SNX $HPE $PHM $HIG

$55.1B

889 positions

#5TODD ASSET MANAGEMENT LLCActive

Some overlap · 5 shared positions

$DELL $JBL $CMI $URI $HCA

$5.6B

182 positions

#6DELPHI MANAGEMENT INC /MA/Passive

Some overlap · 5 shared positions

$DELL $JBL $HIG $SNX $NXST

$102M

83 positions

#7Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$DELL $AMGN $GM $HPE $MCK $PHM

$347M

138 positions

#8ARGENT CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$DELL $URI $HCA $AMGN $HPE $DHI

$3.2B

168 positions

#9LEUTHOLD GROUP, LLCPassive

Some overlap · 5 shared positions

$JBL $DELL $HCA $AMGN $MCK

$995M

237 positions

#10VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 5 shared positions

$DELL $KR $AMGN $GLW $NXST

$1.7B

345 positions

#11Livforsakringsbolaget Skandia, OmsesidigtActive

Some overlap · 7 shared positions

$CMI $AMGN $HIG $GM $URI $KR

$3.1B

444 positions

#12Steadtrust LLCPassive

Some overlap · 4 shared positions

$DELL $JBL $GLW $HPE

$198M

132 positions

#13SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 4 shared positions

$DELL $JBL $URI $HIG

$892M

299 positions

#14Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$DELL $AMGN $HCA $FOX $DHI

$187M

50 positions

#15GARRISON POINT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$DELL $CMI $AMGN $GLW $MCK

$247M

176 positions

#16CITY NATIONAL BANK OF FLORIDA /MSDActive

Some overlap · 6 shared positions

$URI $HCA $HPE $JBL $GM $DHI

$238M

150 positions

#17Monument Capital ManagementPassive

Some overlap · 4 shared positions

$DELL $JBL $HIG $MTG

$497M

262 positions

#18VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 3 shared positions

$DELL $JBL $TNL

$397M

172 positions

#19VISTA INVESTMENT PARTNERS II, LLCPassive

Some overlap · 3 shared positions

$DELL $JBL $TNL

$255M

160 positions

#20Great Diamond Partners, LLCPassive

Some overlap · 5 shared positions

$CMI $AMGN $GLW $UNM $AFL

$582M

238 positions

#21Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$DELL $AMGN $GLW $HPE $MFC

$1.0B

204 positions

#22Retireful, LLCPassive

Some overlap · 4 shared positions

$DELL $JBL $GLW $CMI

$107M

81 positions

#23Arjuna CapitalPassive

Some overlap · 5 shared positions

$DELL $KR $JBL $MFC $MCK

$444M

113 positions

#24Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$DELL $JBL $GLW $HPE

$147M

69 positions

#25AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$DELL $JBL $URI

$197M

140 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.