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Hedge Funds Similar to Johnson Financial Group

13F Portfolio OverlapQ2 2026Johnson Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Johnson Financial Group, Inc. is an institutional investor managing $3.0B across 818 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 Johnson Financial Group are McKinney, Fortune Financial Advisors, Brindle & Bay Financial Advisors, with shared positions in $MO, $SNA, $PGR, $KLAC, $VZ, $EXC. The full ranking of 25 similar funds is below.

#1McKinney Capital Management, LLCActive
Some overlap · 7 shared positions
$MO$SNA$PGR$KLAC$VZ$EXC
$254M
87 positions
#2Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$APH$KLAC$LMT$GRMN
$234M
163 positions
#3Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MO$SNA$PGR$VZ
$268M
102 positions
#4Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$MO$KLAC$FTNT$LMT$VZ
$259M
118 positions
#5GQG Partners LLCActive
Some overlap · 5 shared positions
$MO$PGR$VZ$EXC$ALL
$53.8B
102 positions
#6BCWM, LLCPassive
Some overlap · 5 shared positions
$MO$DHI$LMT$VZ$GRMN
$342M
57 positions
#7Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$MO$SNA$LMT$VZ
$683M
277 positions
#8PeakShares LLCActive
Some overlap · 4 shared positions
$MO$PGR$KLAC$VZ
$134.4B
122 positions
#9Thrive Capital Management, LLCPassive
Some overlap · 3 shared positions
$MO$SNA$PGR
$557M
180 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$FTNT$LMT$VZ
$185M
877 positions
#11Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$APH$KLAC$DHI$LMT$VZ
$125M
312 positions
#12CSM Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$KLAC$GM$VZ$ELV
$4.7B
406 positions
#13Strategic Planning, Inc.
Some overlap · 4 shared positions
$MO$FTNT$VZ$EXC
$199M
54 positions
#14VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 4 shared positions
$MO$APH$KLAC$LMT
$909M
1,715 positions
#15Taylor Hoffman Capital Management LLCActive
Some overlap · 4 shared positions
$SNA$MCO$KLAC$MO
$412M
122 positions
#16John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$MO$KLAC$LMT$VZ
$126M
227 positions
#17Inspire Investing, LLCPassive
Some overlap · 4 shared positions
$PGR$APH$FTNT$KLAC
$2.4B
1,285 positions
#18Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$MO$KLAC$LMT$ALL
$370M
129 positions
#19HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 4 shared positions
$SNA$APH$LMT$ALL
$732M
123 positions
#20JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$APH$KLAC$EXPD
$740M
68 positions
#21Asset Planning,IncPassive
Some overlap · 4 shared positions
$MO$LMT$VZ$ALL
$152M
327 positions
#22Peak Retirement Planning, Inc.Passive
Some overlap · 3 shared positions
$SNA$MO$PGR
$632M
194 positions
#23WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$MO$SNA$VZ
$151M
141 positions
#24Oakmont Advisory Group, LLCPassive
Some overlap · 3 shared positions
$SNA$MO$PGR
$119M
526 positions
#25FIRST CITIZENS BANK & TRUST COActive
Some overlap · 4 shared positions
$MO$APH$SNA$ALL
$6.7B
708 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.