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 JFS WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026JFS WEALTH ADVISORS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JFS WEALTH ADVISORS, LLC is an institutional investor managing $2.0B across 2,253 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 JFS WEALTH ADVISORS, are ASPIRIANT,, GENESIS PRIVATE WEALTH,, Gutierrez Wealth Advisory,, with shared positions in $DDOG, $WT, $HUM, $EPAM, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1ASPIRIANT, LLCActive

Some overlap · 6 shared positions

$DDOG $WT $HUM $EPAM $UNIT $SCHW

$3.5B

338 positions

#2GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$DDOG $HUM $FITB $SNOW $BRZE

$318M

182 positions

#3Gutierrez Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$DDOG $HUM $SNOW $BRZE $MDLZ $IBM

$161M

70 positions

#4Seneca Financial Advisors LLCActive

Some overlap · 5 shared positions

$DDOG $HUM $KKR $BRZE $SNOW

$341M

64 positions

#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$DDOG $HUM $SNOW $BRZE $SCHW $KLAC

$350M

95 positions

#6San Luis Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$DDOG $HUM $SNOW $BRZE $UNIT

$604M

175 positions

#7Gleason Group, Inc.Active

Some overlap · 4 shared positions

$DDOG $HUM $KKR $BRZE

$1.0B

229 positions

#8Sincerus Advisory, LLCActive

Some overlap · 5 shared positions

$DDOG $WT $HUM $BRZE $SCHW

$132M

76 positions

#9Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$DDOG $HUM $SNOW $KKR $SCHW

$420M

120 positions

#10NewCorp Financial Services, Inc.Active

Some overlap · 4 shared positions

$DDOG $HUM $SNOW $WT

$115M

50 positions

#11Passive Capital Management, LLC.Active

Some overlap · 6 shared positions

$DDOG $WT $SNOW $KKR $SCHW $UNIT

$335M

104 positions

#12Mustard Seed Financial, LLCPassive

Some overlap · 6 shared positions

$DDOG $SNOW $BRZE $KKR $UNIT $SCHW

$167M

92 positions

#13Brooklyn FI, LLCActive

Some overlap · 5 shared positions

$DDOG $EPAM $BRZE $UNIT $SCHW

$476M

78 positions

#14West Financial Advisors, LLCActive

Some overlap · 7 shared positions

$DDOG $HUM $BRZE $SCHW $UNIT $WT

$589M

193 positions

#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 5 shared positions

$DDOG $WT $UNIT $MDLZ $SCHW

$206M

97 positions

#16Colony Family Offices, LLCActive

Some overlap · 5 shared positions

$DDOG $HUM $KKR $SCHW $UNIT

$406M

62 positions

#17CONQUIS FINANCIAL LLCSmart money

Some overlap · 4 shared positions

$DDOG $HUM $SNOW $BRZE

$121M

54 positions

#18Cherry Tree Wealth Management, LLCPassive

Some overlap · 7 shared positions

$DDOG $WT $KKR $BRZE $UNIT $SCHW

$473M

582 positions

#19REGIMEN WEALTH, LLCActive

Some overlap · 5 shared positions

$DDOG $WT $MDLZ $HUM $BRZE

$342M

70 positions

#20K2 Financial Inc.Passive

Some overlap · 4 shared positions

$DDOG $WT $SNOW $UNIT

$138M

59 positions

#21SONATA CAPITAL GROUP INCPassive

Some overlap · 8 shared positions

$DDOG $HUM $WT $KKR $SNOW $EPAM

$271M

123 positions

#22Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 3 shared positions

$DDOG $WT $KKR

$170M

125 positions

#23Mallini Complete Financial Planning LLCSmart money

Some overlap · 5 shared positions

$DDOG $KKR $BRZE $HUM $EPD

$126M

61 positions

#24LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DDOG $WT $HUM $KKR $BRZE $UNIT

$595M

360 positions

#25Evanson Asset Management, LLCActive

Some overlap · 7 shared positions

$DDOG $WT $KKR $BRZE $EPD $UNIT

$1.9B

321 positions

Compare JFS WEALTH ADVISORS,’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 JFS WEALTH ADVISORS,’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.