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Hedge Funds Similar to BURNS J W & /NY

13F Portfolio OverlapQ1 2026BURNS J W & /NY 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BURNS J W & /NY are Juno Financial Group, CPA Asset, NORTHEAST INVESTMENT, with shared positions in $HUM, $KKR, $BRZE, $DE, $DHR, $PANW. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Notable overlap · 7 shared positions
$HUM$KKR$BRZE$DE$DHR$PANW
$255M
70 positions
#2CPA Asset Management LLCActive
Notable overlap · 8 shared positions
$HUM$MCD$KKR$DHR$NSC$IAU
$298M
99 positions
#3NORTHEAST INVESTMENT MANAGEMENTActive
Notable overlap · 9 shared positions
$WM$HUM$MCD$ISRG$DHR$DE
$2.4B
189 positions
#4Oak Asset Management, LLCActive
Some overlap · 8 shared positions
$MCD$MS$SYK$AMGN$ISRG$WM
$290M
108 positions
#5CoreFirst Bank & TrustPassive
Some overlap · 7 shared positions
$HUM$MCD$KKR$NSC$AMGN$LOW
$189M
290 positions
#6Note Advisors, LLCActive
Some overlap · 7 shared positions
$HUM$MCD$DHR$IAU$BRZE$NSC
$200M
85 positions
#7Gouws Capital LLCActive
Some overlap · 9 shared positions
$HUM$MS$SYK$AMGN$DE$DHR
$189M
58 positions
#8Ballast Financial Advisors LLCActive
Some overlap · 6 shared positions
$HUM$MS$KKR$DHR$BRZE$IAU
$98M
68 positions
#9Sage Investment Advisers LLCPassive
Some overlap · 7 shared positions
$HUM$WM$KKR$BRZE$DE$IAU
$135M
89 positions
#10Nikulski Financial, Inc.Passive
Some overlap · 6 shared positions
$HUM$MCD$WM$BRZE$DE$PANW
$405M
175 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$HUM$MS$KKR$WM$MCD$IAU
$356M
180 positions
#12Pinnacle Financial Group, LLC / ILPassive
Some overlap · 6 shared positions
$HUM$MCD$KKR$IAU$BRZE$MS
$365M
111 positions
#13BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 7 shared positions
$HUM$MS$AMGN$SYK$ISRG$PANW
$2.4B
787 positions
#14Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$HUM$MS$KKR$MCD$AMGN$DE
$958M
176 positions
#15Aberdeen Wealth Management LLCActive
Some overlap · 7 shared positions
$HUM$BRZE$AMGN$IAU$LOW$WM
$219M
179 positions
#16RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$HUM$MS$KKR$AMGN$NSC
$181M
96 positions
#17FLAGSTAR ADVISORS INC.Passive
Some overlap · 5 shared positions
$HUM$MS$KKR$BRZE$IAU
$276M
174 positions
#18Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 8 shared positions
$MS$KKR$AMGN$PANW$DE$MCD
$340M
174 positions
#19WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$MCD$DE$IAU
$284M
123 positions
#20Blossom Wealth ManagementPassive
Some overlap · 6 shared positions
$HUM$MCD$AMGN$NSC$WM$IAU
$67M
74 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MCD$MS$WM$AMGN$TMO$LOW
$353M
78 positions
#22Catalyst Investment Management LLCPassive
Some overlap · 7 shared positions
$MS$KKR$HUM$DE$DHR$IAU
$90M
65 positions
#23CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$HUM$KKR$MCD$NSC$TMO$DE
$105M
80 positions
#24Crews Bank & TrustPassive
Some overlap · 6 shared positions
$HUM$MS$KKR$MCD$DHR$DE
$690M
673 positions
#25Stillwater Wealth Management GroupPassive
Some overlap · 5 shared positions
$MCD$MS$WM$SYK$AMGN
$162M
77 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.