13F Pro

Hedge Funds Similar to J.Safra Asset

13F Portfolio OverlapQ1 2026J.Safra Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

J.Safra Asset Management Corp is an institutional investor managing $1.9B across 615 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 J.Safra Asset are Ascent Advisors,, Mosaic Advisors, 5th Street Advisors,, with shared positions in $MKL, $SHW, $GSAT, $APP, $COP, $ALPS. The full ranking of 25 similar funds is below.

#1Ascent Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$SHW$GSAT$APP
$54M
40 positions
#2Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$SHW$COP
$67M
42 positions
#35th Street Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$SHW$ALPS$IAU$ETN
$232M
52 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$MKL$SHW$JHG
$280M
107 positions
#5Regency Capital Management Inc.\DEPassive
Some overlap · 5 shared positions
$MKL$SHW$GSAT$IAU$SE
$224M
60 positions
#6ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MKL$SHW$APP$UNH
$229M
75 positions
#7Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$MKL$SHW$COP
$469M
151 positions
#8Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$MKL$SHW$COP
$325M
57 positions
#9MEANS INVESTMENT CO., INC.Active
Some overlap · 3 shared positions
$MKL$SHW$PM
$1.1B
212 positions
#10Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$SHW$XPEV$GSAT$JHG
$146M
188 positions
#11CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKL$JHG$COP$SE
$648M
134 positions
#12Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 5 shared positions
$MKL$COP$IAU$ADI$PM
$578M
118 positions
#13Richmond Investment Services, LLCPassive
Some overlap · 5 shared positions
$SHW$MKL$JHG$GSAT$SE
$619M
255 positions
#14PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MKL$GSAT$COP$IAU
$1.6B
236 positions
#15Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$COP$FLEX$SE
$1.4B
58 positions
#16Adams Wealth ManagementPassive
Some overlap · 4 shared positions
$MKL$XPEV$JHG$COP
$455M
145 positions
#17Pasadena Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MKL$JHG$FLEX
$723M
277 positions
#18AllGen Financial Advisors, Inc.
Some overlap · 3 shared positions
$MKL$JHG$IAU
$422M
40 positions
#19Voya Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$COP$ADI$PM
$1.0B
209 positions
#20Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MKL$JHG$IAU$SE$ETN
$378M
200 positions
#21Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MKL$JHG$PM
$252M
96 positions
#22Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$JHG$PM
$5.8B
439 positions
#23Beaumont Capital Management, LLCActive
Some overlap · 3 shared positions
$MKL$COP$ALPS
$81M
32 positions
#24Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$COP$ALPS
$127M
57 positions
#25FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$COP$SE$IAU
$133M
121 positions

Compare J.Safra Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View J.Safra Asset’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.