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Hedge Funds Similar to BURNS J W

13F Portfolio OverlapQ2 2026BURNS J W portfolio →
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Most similar hedge funds by 13F overlap

BURNS J W & CO INC/NY is an institutional investor managing $959M across 189 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 BURNS J W are Oak Asset, BERKSHIRE ASSET, Greystone Financial Group, with shared positions in $MCD, $MS, $SYK, $AMGN, $NSC, $WM. The full ranking of 25 similar funds is below.

#1Oak Asset Management, LLCActive
Notable overlap · 9 shared positions
$MCD$MS$SYK$AMGN$NSC$WM
$311M
115 positions
#2BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 7 shared positions
$MCD$WM$DE$PEP$NSC$DELL
$2.5B
270 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$MCD$WM$AMGN$TMO$SBUX
$358M
74 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$MCD$WM$AMGN$LOW$SBUX
$297M
103 positions
#5Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$MCD$DE$MS$AMGN$PEP$WM
$142M
106 positions
#6TOMPKINS FINANCIAL CORPPassive
Some overlap · 7 shared positions
$MCD$WM$AMGN$PEP$DHR$ISRG
$1.4B
548 positions
#7DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$MCD$WM$DE$AMGN$PEP$DHR
$235M
96 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$WM$DE$SYK$AMGN$DHR$TMO
$124M
100 positions
#9NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 8 shared positions
$WM$DE$ISRG$MCD$DHR$URI
$2.7B
200 positions
#10LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 7 shared positions
$MS$DE$ISRG$WM$DELL$SYK
$1.6B
232 positions
#11Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$MCD$WM$DE$PEP$AMGN$SBUX
$319M
130 positions
#12Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$MCD$DE$SYK$PEP$TMO$LOW
$1.0B
160 positions
#13Umpqua BankPassive
Some overlap · 7 shared positions
$DE$MS$MCD$SYK$PEP$URI
$446M
165 positions
#14Somerset Trust CoPassive
Some overlap · 6 shared positions
$MCD$AMGN$MS$PEP$NSC$LOW
$354M
186 positions
#15Hayek Kallen Investment ManagementActive
Some overlap · 7 shared positions
$WM$DE$PEP$MCD$TMO$LOW
$330M
97 positions
#16LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 6 shared positions
$MS$PEP$ISRG$MCD$DELL$URI
$476M
102 positions
#17BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$MS$AMGN$SYK$ISRG$DHR$URI
$2.7B
812 positions
#18Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$MCD$AMGN$PEP$DELL$LOW$SBUX
$334M
127 positions
#19Arcataur Capital Management LLCSmart money
Some overlap · 7 shared positions
$MS$DE$AMGN$URI$TMO$PEP
$403M
105 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$MS$AMGN$PEP$TMO$LOW$SBUX
$1.2B
106 positions
#21UNITED BANKActive
Some overlap · 5 shared positions
$MCD$WM$AMGN$PEP$SYK
$853M
130 positions
#22ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$MS$MCD$SYK$DELL$ISRG
$1.1B
111 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$MCD$DE$SYK$AMGN$PEP
$1.1B
204 positions
#24Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$WM$AMGN$URI$TMO
$652M
146 positions
#25YHB Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$SYK$AMGN$ISRG$DHR$URI$TMO
$1.6B
314 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.