Hedge Funds Similar to Janney Montgomery Scott

13F Portfolio OverlapQ2 2026Janney Montgomery Scott portfolio →

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Most similar hedge funds by 13F overlap

Janney Montgomery Scott LLC is an institutional investor managing $51.6B across 3,105 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 Janney Montgomery Scott are Kennebec Savings Bank, Community Financial Services Group, PATRON PARTNERS, with shared positions in $ETN, $NEE, $PNC, $GLW, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1Kennebec Savings BankPassive

Slight overlap · 5 shared positions

$ETN $NEE $PNC $GLW $MCD

$126M

263 positions

#2Community Financial Services Group, LLCPassive

Slight overlap · 5 shared positions

$ETN $NEE $PNC $GLW $MCD

$655M

539 positions

#3PATRON PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$ETN $NEE $GLW $AMGN $MCD

$260M

193 positions

#4Walsky Investment Management, Inc.Passive

Slight overlap · 5 shared positions

$ETN $NEE $PNC $AMGN $MCD

$108M

52 positions

#5WILEY BROS.-AINTREE CAPITAL, LLCPassive

Slight overlap · 5 shared positions

$NEE $ETN $PNC $AMGN $MCD

$24.4B

2,509 positions

#6Novak & Powell Financial Services, Inc.Passive

Slight overlap · 5 shared positions

$PNC $GLW $AMGN $NEE $MCD

$212M

171 positions

#7BAHL & GAYNOR INCActive

Slight overlap · 4 shared positions

$ETN $NEE $PNC $GLW

$21.7B

341 positions

#8ARGENT CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$ETN $NEE $PNC $AMGN

$3.1B

172 positions

#9Confluence Wealth Services, Inc.Active

Slight overlap · 4 shared positions

$ETN $NEE $PNC $AMGN

$3.5B

476 positions

#10ST GERMAIN D J CO INCPassive

Slight overlap · 4 shared positions

$ETN $NEE $GLW $AMGN

$2.8B

914 positions

#11Aull & Monroe Investment Management CorpPassive

Slight overlap · 4 shared positions

$ETN $NEE $GLW $AMGN

$231M

125 positions

#12EASTERN BANKPassive

Slight overlap · 4 shared positions

$ETN $NEE $PNC $MCD

$6.6B

1,107 positions

#13New Hampshire TrustPassive

Slight overlap · 4 shared positions

$ETN $NEE $PNC $MCD

$532M

171 positions

#14NCM Capital Management, LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $GLW $MCD

$324M

194 positions

#15River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $GLW $MCD

$324M

176 positions

#16RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$ETN $NEE $GLW $MCD

$1.1B

90 positions

#17FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$5.3B

210 positions

#18YHB Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$1.6B

314 positions

#19Banco de Sabadell, S.APassive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$170M

61 positions

#20Signet Investment Advisory Group, Inc.Passive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$227M

73 positions

#21First Long Island Investors, LLCActive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$1.4B

73 positions

#22Carl P. Sherr & Co., LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$239M

134 positions

#23PLIMOTH TRUST CO LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$537M

178 positions

#24Clear Trail Advisors, LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$657M

159 positions

#25KFG WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$ETN $NEE $AMGN $MCD

$922M

217 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.