What hedge funds are most similar to Frontier Asset Management, LLC?

The funds with the most similar 13F portfolios to Frontier Asset Management, LLC are PYA Waltman, Consolidated Planning, DIVIDEND ASSETS, 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 Frontier Asset

13F Portfolio OverlapQ2 2026Frontier Asset portfolio →

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Most similar hedge funds by 13F overlap

Frontier Asset Management, LLC is an institutional investor managing $558M across 90 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 Frontier Asset are PYA Waltman, Consolidated Planning, DIVIDEND ASSETS, with shared positions in $BAH, $HEI, $NEE, $ABT, $OKE, $CTAS. The full ranking of 19 similar funds is below.

#1PYA Waltman Capital, LLCActive

Some overlap · 3 shared positions

$BAH $HEI $NEE

$421M

67 positions

#2Consolidated Planning CorpActive

Some overlap · 3 shared positions

$BAH $HEI $ABT

$742M

159 positions

#3DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$OKE $NEE $HEI $CTAS

$517M

137 positions

#4Tandem Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$ABT $NEE $CTAS

$1.5B

68 positions

#5SFE Investment CounselPassive

Some overlap · 3 shared positions

$OKE $NEE $ABT

$742M

152 positions

#6Bath Savings Trust CoActive

Some overlap · 3 shared positions

$ABT $NEE $HEI

$965M

177 positions

#7Rench Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$ABT $NEE $BAH

$372M

67 positions

#8Southland Equity Partners LLCPassive

Some overlap · 3 shared positions

$BAH $NEE $CTAS

$571M

306 positions

#9PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$NEE $ABT $CTAS

$209M

54 positions

#10Legacy Financial Strategies, LLCActive

Some overlap · 3 shared positions

$NEE $ABT $CTAS

$646M

152 positions

#11DEARBORN PARTNERS LLCPassive

Some overlap · 3 shared positions

$ABT $NEE $CTAS

$1.8B

269 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$NEE $OKE $ABT

$467M

118 positions

#13Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$NEE $CTAS $ABT

$845M

182 positions

#14Asset Advisors Investment Management, LLCActive

Slight overlap · 3 shared positions

$CTAS $NEE $ABT

$1.1B

102 positions

#15Paradiem, LLCPassive

Slight overlap · 3 shared positions

$NEE $ABT $OKE

$464M

68 positions

#16American TrustActive

Slight overlap · 3 shared positions

$CTAS $NEE $ABT

$1.3B

334 positions

#17KEB ASSET MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$HEI $ABT $NEE

$618M

137 positions

#18Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$BAH $ABT $NEE

$288M

251 positions

#19Kraft, Davis & Associates, LLCActive

Slight overlap · 3 shared positions

$CTAS $OKE $ABT

$479M

155 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.