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 JMG Financial Group, Ltd.

13F Portfolio OverlapQ1 2026JMG Financial Group, Ltd. portfolio →

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Most similar hedge funds by 13F overlap

JMG Financial Group, Ltd. is an institutional investor managing $3.6B across 127 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 JMG Financial Group, Ltd. are Discipline Wealth Solutions,, Family CFO, Efficient Advisors,, with shared positions in $UNIT, $SCHW, $MKL, $HUM, $BRZE, $SNOW. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Some overlap · 8 shared positions

$UNIT $SCHW $MKL $HUM $BRZE $SNOW

$950M

192 positions

#2Family CFO IncActive

Some overlap · 5 shared positions

$UNIT $SCHW $MKL $HUM $BRZE

$223M

41 positions

#3Efficient Advisors, LLCActive

Some overlap · 7 shared positions

$UNIT $SCHW $MKL $BRZE $SNOW $DOV

$1.4B

58 positions

#4Creekside PartnersPassive

Some overlap · 7 shared positions

$UNIT $SCHW $MKL $HUM $BRZE $DOV

$243M

183 positions

#5Wrenne Financial Planning LLCSmart money

Some overlap · 5 shared positions

$UNIT $SCHW $MKL $HUM $BRZE

$255M

49 positions

#6FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$UNIT $SCHW $MKL $BRZE $SNOW $SE

$293M

105 positions

#7TrueWealth Financial PartnersActive

Some overlap · 6 shared positions

$UNIT $SCHW $MKL $SNOW $DOV $SE

$251M

66 positions

#8Cherry Tree Wealth Management, LLCPassive

Some overlap · 5 shared positions

$UNIT $SCHW $MKL $HUM $BRZE

$473M

582 positions

#9Grey Fox Wealth Advisors, LLCActive

Some overlap · 8 shared positions

$UNIT $SCHW $MKL $EPAM $BRZE $SNOW

$518M

140 positions

#10Partners in Financial PlanningActive

Some overlap · 6 shared positions

$UNIT $SCHW $MKL $BRZE $SNOW $SE

$603M

122 positions

#11Traveka Wealth, LLCPassive

Some overlap · 7 shared positions

$UNIT $SCHW $MKL $BRZE $SNOW $MUFG

$262M

186 positions

#12Financial Advisory CorpSmart money

Some overlap · 4 shared positions

$UNIT $SCHW $MKL $SE

$720M

51 positions

#13Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$UNIT $SCHW $MKL $HUM $BRZE $IAU

$365M

111 positions

#14LAM GROUP, INC.Passive

Some overlap · 5 shared positions

$UNIT $MKL $SCHW $MDY $SE

$182M

136 positions

#15ASPIRIANT, LLCActive

Some overlap · 7 shared positions

$UNIT $MKL $SCHW $HUM $EPAM $CTVA

$3.5B

338 positions

#16PRESILIUM PRIVATE WEALTH, LLCActive

Some overlap · 6 shared positions

$UNIT $SCHW $NOW $HUM $MUFG $DOV

$567M

75 positions

#17Firestone Capital ManagementPassive

Some overlap · 7 shared positions

$UNIT $SCHW $MKL $HUM $MDY $EPAM

$480M

160 positions

#18Praetorian Wealth Management, Inc.Active

Some overlap · 5 shared positions

$UNIT $SCHW $HUM $BRZE $NTRB

$526M

77 positions

#19Rodgers & Associates, LTDActive

Some overlap · 7 shared positions

$UNIT $SCHW $SNOW $CTVA $BRZE $MKL

$982M

101 positions

#20SWAN Capital LLCPassive

Some overlap · 4 shared positions

$UNIT $SCHW $HUM $MKL

$272M

554 positions

#21Silver Coast Investments LLCActive

Some overlap · 5 shared positions

$UNIT $SCHW $BRZE $SNOW $DOV

$313M

119 positions

#22Asset Management Group, Inc.Passive

Some overlap · 7 shared positions

$UNIT $SCHW $HUM $MDY $SNOW $CTVA

$619M

138 positions

#23Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 3 shared positions

$UNIT $SCHW $HUM

$230M

21 positions

#24Zeit Capital LLCActive

Some overlap · 4 shared positions

$UNIT $SCHW $MKL $NTRB

$149M

52 positions

#25Whitegate Investment Counselors, Inc.Active

Some overlap · 7 shared positions

$UNIT $SCHW $MKL $HUM $MDY $SNOW

$315M

68 positions

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View JMG Financial Group, Ltd.’s holdings

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.