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 Johnson Financial Group,

13F Portfolio OverlapQ1 2026Johnson Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Johnson Financial Group, Inc. is an institutional investor managing $2.8B across 891 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 Johnson Financial Group, are Asempa Wealth Advisors, INVESTED ADVISORS, Dentgroup, with shared positions in $LEN, $DHR, $KKR, $LMT, $SCHW, $VZ. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $DHR $KKR $LMT

$115M

115 positions

#2INVESTED ADVISORSPassive

Some overlap · 6 shared positions

$LEN $DHR $SCHW $KKR $VZ $EXC

$99M

138 positions

#3Dentgroup LLC

Some overlap · 3 shared positions

$LEN $DHR $KKR

$146M

93 positions

#4Physician Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$LEN $DHR $SCHW

$719M

2,057 positions

#5Aristotle Capital Management, LLCActive

Some overlap · 3 shared positions

$LEN $DHR $VZ

$47.8B

191 positions

#6Abundance Wealth CounselorsActive

Some overlap · 5 shared positions

$LEN $DHR $LRCX $VZ $EXC

$697M

246 positions

#7CMH Wealth Management LLCPassive

Some overlap · 3 shared positions

$LEN $DHR $SCHW

$583M

113 positions

#8VERITY Wealth AdvisorsActive

Some overlap · 4 shared positions

$LEN $DHR $SCHW $VZ

$150M

81 positions

#9Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$LEN $SCHW $KKR $LRCX

$181M

177 positions

#10PTM WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$LEN $LRCX $KKR $LMT $EXC

$189M

56 positions

#11Thrive Capital Management, LLCPassive

Slight overlap · 5 shared positions

$DHR $SCHW $MO $SNA $VZ

$456M

169 positions

#12Alliance Wealth Advisors, LLC /UTPassive

Slight overlap · 5 shared positions

$DHR $SCHW $KKR $SNA $VZ

$462M

228 positions

#13Williams & Novak, LLCPassive

Slight overlap · 3 shared positions

$DHR $LEN $LRCX

$134M

143 positions

#14Stirlingshire Investments, Inc.Passive

Slight overlap · 5 shared positions

$DHR $LEN $MO $VZ $EXPD

$114M

196 positions

#15Glen Eagle Advisors, LLCPassive

Slight overlap · 4 shared positions

$LEN $KKR $LRCX $LMT

$714M

1,021 positions

#16MILESTONE ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$LEN $MO $LRCX $VZ

$543M

235 positions

#17C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 4 shared positions

$LEN $KKR $LRCX $APH

$214M

483 positions

#18Charter Oak Capital Management, LLCActive

Slight overlap · 3 shared positions

$DHR $LEN $KKR

$1.3B

208 positions

#19WINNOW WEALTH LLCPassive

Slight overlap · 4 shared positions

$LEN $MO $SNA $VZ

$130M

123 positions

#20Madison Wealth Partners, IncPassive

Slight overlap · 4 shared positions

$DHR $LRCX $LEN $KKR

$627M

220 positions

#21CATALYST PRIVATE WEALTH, LLCActive

Slight overlap · 5 shared positions

$DHR $KKR $SCHW $LMT $LRCX

$185M

76 positions

#22LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$LEN $DHR $LMT

$279M

80 positions

#23TOMPKINS FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$LEN $DHR $ABT

$1.3B

565 positions

#24Hardy Reed LLCActive

Slight overlap · 4 shared positions

$DHR $SCHW $KKR $APH

$1.4B

243 positions

#25Catalyst Investment Management LLCPassive

Slight overlap · 4 shared positions

$DHR $SCHW $KKR $LMT

$90M

65 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.