13F Pro

Hedge Funds Similar to J2

13F Portfolio OverlapQ2 2026J2 portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

J2 Capital Management Inc is an institutional investor managing $149M across 123 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to J2 are Bulltick Wealth, Aurora Investment Counsel, NZS, with shared positions in $IAU, $IBIT, $AMP, $NU, $QLYS, $KNSL. The full ranking of 25 similar funds is below.

#1Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$AMP$NU
$490M
134 positions
#2Aurora Investment CounselPassive
Some overlap · 5 shared positions
$QLYS$AMP$KNSL$PGR$EVR
$194M
113 positions
#3NZS Capital, LLCActive
Some overlap · 5 shared positions
$PGR$HEI$MELI$NU$MPWR
$3.9B
61 positions
#4FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$ABT$PGR$VZ
$1.3B
159 positions
#5Giverny Capital Inc.Active
Some overlap · 4 shared positions
$MEDP$PGR$HEI$KNSL
$3.0B
51 positions
#6DF DENT & CO INCPassive
Some overlap · 5 shared positions
$HEI$MPWR$MCO$KNSL$MEDP
$5.3B
271 positions
#7Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$VZ$LMT$KR$AFL$PGR
$222M
99 positions
#8BLALOCK WILLIAMS, LLCPassive
Some overlap · 5 shared positions
$MEDP$PGR$KNSL$HEI$VZ
$154M
154 positions
#9BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$LMT$USB
$342M
57 positions
#10LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$VZ$USB
$143M
89 positions
#11VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$PGR$COR$VZ$KR
$1.7B
345 positions
#12Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$IBIT
$240M
74 positions
#13MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$PHYS$LMT
$162M
106 positions
#14Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$COR$USB$ABT$AFL$KR
$394M
99 positions
#15Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$LMT$IBIT
$134M
119 positions
#16Townsend & Associates, IncActive
Some overlap · 5 shared positions
$FANG$IAU$TTE$KR$LMT
$1.2B
115 positions
#17VPR Management LLCActive
Some overlap · 3 shared positions
$IAU$MELI$NU
$249M
66 positions
#18VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$PGR$VZ$LMT$ABT
$838M
85 positions
#19Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$LMT
$405M
118 positions
#20Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$LNG$MCO
$1.2B
265 positions
#21Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$VZ
$275M
82 positions
#22Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$USB$LMT
$227M
73 positions
#23Biltmore Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$ABT$AFL
$761M
333 positions
#24EDMP, INC.Passive
Some overlap · 4 shared positions
$COR$VZ$AMP$AFL
$124M
70 positions
#25Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$KR
$955M
337 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.