13F Pro

Hedge Funds Similar to J2

13F Portfolio OverlapQ1 2026J2 portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

J2 Capital Management Inc is an institutional investor managing $146M across 116 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 J2 are Lynx Investment Advisory, REUTER JAMES WEALTH ,, MONEYWISE,, with shared positions in $AGQ, $IAU, $HUM, $VZ, $API, $LNG. The full ranking of 25 similar funds is below.

#1Lynx Investment AdvisoryPassive
Notable overlap · 5 shared positions
$AGQ$IAU$HUM$VZ$API
$209M
181 positions
#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$AGQ$IAU$LNG$KR
$697M
218 positions
#3MONEYWISE, INC.Passive
Some overlap · 3 shared positions
$MSTR$REGN$CTVA
$229M
82 positions
#4Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AGQ$IAU$HUM
$299M
109 positions
#5Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$MSTR$IAU$TTE$VRT
$701M
261 positions
#6Paragon Advisors, LLCActive
Some overlap · 6 shared positions
$AGQ$LNG$FIX$MPWR$PGR$VRT
$371M
76 positions
#7Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$REGN$IBIT$PANW$LMT
$363M
117 positions
#8Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$AGQ$REGN$VZ$KR$VRT
$301M
93 positions
#9Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$AGQ$IAU$LMT
$249M
57 positions
#10Independent Family Office, LLCActive
Some overlap · 6 shared positions
$IAU$CTVA$HUM$PHYS$IBIT$MSTR
$243M
90 positions
#11Millington Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$AGQ$CTVA$PANW$KR$HUM$IBIT
$237M
119 positions
#12Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$REGN$HUM$PHYS
$126M
74 positions
#13CPR Investments Inc.Active
Some overlap · 4 shared positions
$AGQ$IAU$LMT$PANW
$150M
51 positions
#14KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$AGQ$REGN$HUM$PHYS
$147M
89 positions
#15ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$REGN$API
$237M
89 positions
#16IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$LMT$REGN$VRT$PANW
$446M
95 positions
#17GenWealth Group, Inc.Active
Some overlap · 3 shared positions
$AGQ$IAU$VZ
$584M
85 positions
#18Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$AGQ$HUM$VZ$LMT
$52M
66 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$AGQ$IAU$LMT
$143M
104 positions
#20Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$AGQ$REGN$HUM
$146M
90 positions
#21Ted Buchan & CoPassive
Some overlap · 3 shared positions
$AGQ$REGN$PGR
$275M
88 positions
#22Hedges Asset Management LLC
Some overlap · 4 shared positions
$AGQ$PHYS$VZ$FDX
$142M
108 positions
#23Mendel Capital Management LLCPassive
Some overlap · 6 shared positions
$AGQ$HUM$VZ$LMT$KR$FDX
$199M
97 positions
#24MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$HUM$KR$LMT
$184M
74 positions
#25Red Mountain Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$CTVA$HUM$LMT
$106M
79 positions

Compare J2’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 J2’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.