What hedge funds are most similar to FourThought Financial Partners, LLC?

The funds with the most similar 13F portfolios to FourThought Financial Partners, LLC are MATRIX ASSET ADVISORS, JGP Wealth, Somerset, based on overlapping conviction holdings in the latest SEC filings.

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 FourThought Financial Partners

13F Portfolio OverlapQ2 2026FourThought Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

FourThought Financial Partners, LLC is an institutional investor managing $1.3B across 393 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 FourThought Financial Partners are MATRIX ASSET ADVISORS, JGP Wealth, Somerset, with shared positions in $NEE, $PEP, $LMT, $MDT, $CCZ, $LOW. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 10 shared positions

$NEE $PEP $LMT $MDT $CCZ $LOW

$1.2B

106 positions

#2JGP Wealth Management, LLCActive

Notable overlap · 8 shared positions

$KLAC $NEE $LOW $APD $AMGN $PNC

$1.1B

231 positions

#3Somerset Trust CoPassive

Notable overlap · 9 shared positions

$NEE $CB $LOW $APD $MDT $ABT

$354M

186 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $ASML $NEE $ABT $BLK $PEP

$1.6B

184 positions

#5COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$KLAC $AMGN $AMT $QCOM $BLK $PNC

$414M

164 positions

#6OAK ASSOCIATES LTD /OH/Active

Notable overlap · 7 shared positions

$KLAC $CB $LOW $ASML $AMGN $QCOM

$1.8B

139 positions

#7SlateStone Wealth, LLCPassive

Notable overlap · 8 shared positions

$ASML $PEP $CB $NEE $APD $AMGN

$1.3B

296 positions

#8Granite Group Advisors, LLCActive

Notable overlap · 9 shared positions

$NEE $PEP $LMT $MDT $CCZ $AMGN

$169M

84 positions

#9Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $ASML $LMT $LOW $AMGN $FTNT

$220M

95 positions

#10Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ASML $NEE $APD $AMGN $QCOM $MDT

$170M

61 positions

#11Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$KLAC $LMT $MDT $LOW $PEP $AMGN

$762M

267 positions

#12WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ASML $NEE $CB $LMT $AZN $ABT

$2.1B

131 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$NEE $PEP $AMT $MDT $LMT $AMGN

$5.3B

210 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ASML $NEE $LOW $CB $ABT $PEP

$8.0B

1,334 positions

#15Riverview Trust CoActive

Notable overlap · 7 shared positions

$KLAC $LOW $BLK $PEP $LMT $ABT

$84M

166 positions

#16BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$PEP $CB $LOW $LMT $ABT $QCOM

$223M

114 positions

#17Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $CB $LMT $NOC $ABT

$467M

118 positions

#18FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$NEE $PEP $CB $LMT $MDT $LOW

$383M

74 positions

#19EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $CCZ $LMT $PEP $AMT $ABT

$1.3B

58 positions

#20Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$ASML $NEE $PEP $LOW $ABT $QCOM

$226M

42 positions

#21EVEXIA WEALTH LLCPassive

Notable overlap · 6 shared positions

$KLAC $CB $LOW $NOC $BLK $ASML

$369M

77 positions

#22DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$KLAC $NEE $LOW $AMT $AMGN

$517M

137 positions

#23CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PEP $NEE $AMT $BLK

$195M

67 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $AMT $PEP $LMT $LOW $AMGN

$181M

50 positions

#25Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$CB $NEE $LMT $APD $AMGN $LOW

$631M

271 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.