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Hedge Funds Similar to Jackson Wealth ,

13F Portfolio OverlapQ1 2026Jackson Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Jackson Wealth Management, LLC is an institutional investor managing $972M across 148 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 Jackson Wealth , are ALBERT D MASON, Cavalier Investments,, Axecap Investments,, with shared positions in $KLAC, $LRCX, $SHW, $ETN, $PH, $KMI. The full ranking of 25 similar funds is below.

#1ALBERT D MASON INCPassive
Notable overlap · 6 shared positions
$KLAC$LRCX$SHW$ETN$PH$KMI
$154M
129 positions
#2Cavalier Investments, LLCSmart money
Notable overlap · 3 shared positions
$KLAC$LRCX$SHW
$3.7B
112 positions
#3Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$KLAC$LRCX$COR$MS
$145M
69 positions
#4NatWest Group plcActive
Notable overlap · 3 shared positions
$KLAC$LRCX$MS
$462M
44 positions
#5Guinness Atkinson Asset Management IncPassive
Notable overlap · 5 shared positions
$KLAC$LRCX$ETN$MDLZ$AJG
$200M
123 positions
#6Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$KLAC$ETN$COR$AJG$WMB$MS
$193M
50 positions
#7Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$LRCX$URI$PH
$172M
76 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$LRCX$MS$ETN$LMT$WMB
$460M
115 positions
#9Aft, Forsyth & Sober, LLCActive
Some overlap · 4 shared positions
$MDLZ$SHW$KLAC$MS
$328M
62 positions
#10Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$SHW$MS$MDLZ$LMT
$139M
62 positions
#11ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$LRCX$MS$ETN$AJG
$1.9B
182 positions
#12FCF Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$LRCX$LMT
$444M
52 positions
#13Sitrin Capital Management LLCPassive
Some overlap · 4 shared positions
$LRCX$SHW$LMT$AJG
$200M
39 positions
#14CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$KLAC$EVR$ETN$SHW$LMT
$1.0B
93 positions
#15NZS Capital, LLCActive
Some overlap · 4 shared positions
$LRCX$KLAC$URI$AJG
$3.0B
58 positions
#16Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$LRCX$MS$ETN$LMT
$258M
67 positions
#17Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$KLAC$SHW
$160M
124 positions
#18Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$LRCX$MDLZ$SHW
$116M
75 positions
#19Morse Asset Management, IncPassive
Some overlap · 4 shared positions
$KLAC$EVR$LRCX$URI
$481M
403 positions
#20Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$COR$URI$EVR
$2.4B
291 positions
#21CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$ETN$WMB
$1.2B
103 positions
#22EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$KLAC$COR$ETN$URI
$688M
158 positions
#23Decatur Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$MS$LMT
$219M
33 positions
#24Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$MDLZ$ETN$KLAC$LRCX$AJG
$5.8B
143 positions
#25CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$SHW$ETN$MS$AJG$PH
$4.3B
280 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.