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Hedge Funds Similar to JLB & ASSOCIATES

13F Portfolio OverlapQ1 2026JLB & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

JLB & ASSOCIATES INC is an institutional investor managing $696M across 70 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 JLB & ASSOCIATES are Union Heritage ,, Port, Sierra Legacy Group, with shared positions in $APH, $ROL, $GGG, $ORLY, $SEIC, $EXPD. The full ranking of 25 similar funds is below.

#1Union Heritage Capital, LLCPassive
Substantial overlap · 15 shared positions
$APH$ROL$GGG$ORLY$SEIC$EXPD
$269M
62 positions
#2Port Capital LLCActive
Notable overlap · 8 shared positions
$APH$ORLY$GGG$PGR$CPRT$AME
$2.2B
82 positions
#3Sierra Legacy GroupPassive
Notable overlap · 8 shared positions
$TJX$ROST$NOC$APH$AME$ACN
$131M
77 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 5 shared positions
$TJX$APH$AMGN$ROL$PKG
$407M
49 positions
#5FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$APH$ROST$PGR$GGG$AME$SYK
$4.5B
92 positions
#6MARSHFIELD ASSOCIATESActive
Notable overlap · 5 shared positions
$ROST$TJX$ORLY$EXPD$PGR
$5.0B
17 positions
#7Ayrshire Capital Management LLCPassive
Notable overlap · 4 shared positions
$TJX$APH$KLAC$AME
$193M
50 positions
#8DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$APH$AON$ROL$PGR$AME
$611M
37 positions
#9Dundas Partners LLPActive
Notable overlap · 6 shared positions
$APH$ROST$AME$SYK$ACN$AXP
$1.3B
49 positions
#10CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$ORLY$SHW$AME$AON$SYK
$405M
73 positions
#11Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$TJX$AMGN$PGR$SHW$ROST
$1.3B
60 positions
#12Bretton Capital Management, LLCActive
Notable overlap · 4 shared positions
$TJX$ROST$PGR$AXP
$109M
18 positions
#13EVEXIA WEALTH LLCActive
Notable overlap · 4 shared positions
$CASY$KLAC$NOC$SYK
$364M
84 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 4 shared positions
$APH$ROST$ROL$ACN
$561M
76 positions
#15Alcosta Capital Management, Inc.Active
Notable overlap · 4 shared positions
$APH$KLAC$TJX$ROST
$131M
23 positions
#16AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$APH$TJX$AMGN$MRSH$ACN
$1.4B
114 positions
#17PineStone Asset Management Inc.Smart money
Notable overlap · 5 shared positions
$TJX$GGG$SHW$CPRT$KLAC
$14.2B
44 positions
#18James Hambro & Partners LLPActive
Notable overlap · 6 shared positions
$APH$TJX$PGR$AME$NOC$MRSH
$2.6B
57 positions
#19Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$NOC$SHW$MRSH$SYK$AXP
$446M
104 positions
#20South Street Advisors LLCActive
Notable overlap · 3 shared positions
$APH$TJX$ORLY
$690M
83 positions
#21Hendershot Investments Inc.Active
Notable overlap · 6 shared positions
$TJX$ROST$ACN$AXP$CNI$SYK
$744M
129 positions
#22ICW Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$CASY$ORLY$TJX$NOC$ROST$SHW
$277M
147 positions
#23Pollock Investment Advisors, LLC
Notable overlap · 6 shared positions
$TJX$ORLY$ROST$SYK$HSY$EXPD
$136M
40 positions
#24COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$APH$EXPD$SHW$SYK$ACN
$1.7B
87 positions
#25Maren Capital LLCSmart money
Notable overlap · 5 shared positions
$APH$GGG$CPRT$AME$PGR
$1.9B
19 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.