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 Jackson, Grant Investment Advisers,

13F Portfolio OverlapQ1 2026Jackson, Grant Investment Advisers, portfolio →

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Most similar hedge funds by 13F overlap

Jackson, Grant Investment Advisers, Inc. is an institutional investor managing $300M across 398 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, Grant Investment Advisers, are MJP ASSOCIATES /ADV, INVESTMENT ADVISORY SERVICES /TX /ADV, Gerald Baker Financial Group, with shared positions in $HUM, $AGQ, $IBM, $KKR, $KO, $MCD. The full ranking of 25 similar funds is below.

#1MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$HUM $AGQ $IBM $KKR $KO

$824M

231 positions

#2INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 5 shared positions

$HUM $MCD $KO $AMGN $ABT

$314M

130 positions

#3Gerald Baker Financial Group LLCPassive

Notable overlap · 4 shared positions

$HUM $AGQ $MCD $KO

$253M

107 positions

#4HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$HUM $KO $SNOW $MAR $KKR

$246M

118 positions

#5Mendel Capital Management LLCPassive

Notable overlap · 4 shared positions

$HUM $AGQ $IBM $AMGN

$199M

97 positions

#6Wheelhouse Advisory Group LLCActive

Notable overlap · 7 shared positions

$HUM $SNOW $MAR $T $KKR $MCD

$302M

51 positions

#7Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AGQ $KKR

$116M

80 positions

#8Enclave Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $KO $SNOW $MAR $AGQ

$729M

132 positions

#9Plotkin Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $AGQ $KO $IBM

$199M

100 positions

#10SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$HUM $KO $DE $AGQ $KKR $AMGN

$212M

66 positions

#11Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MCD $MAR $TJX

$239M

158 positions

#12Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $TJX $MAR

$145M

35 positions

#13360 Financial, Inc.Active

Notable overlap · 6 shared positions

$HUM $SNOW $KKR $AMGN $KO $MAR

$332M

80 positions

#14CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$HUM $MCD $KO $DE $IBM

$184M

66 positions

#15Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $MCD $KKR $ABT $IBM

$251M

83 positions

#16WEST PACES ADVISORS INC.Active

Notable overlap · 4 shared positions

$HUM $KO $AGQ $MCD

$516M

197 positions

#17Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $TJX $KKR

$98M

68 positions

#18Goepper Burkhardt LLCActive

Notable overlap · 4 shared positions

$HUM $KO $MAR $AMGN

$299M

97 positions

#19Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $TJX

$1.8B

413 positions

#20FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $EMR $AMGN $TJX $MAR

$176M

104 positions

#21Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $KO $AMGN $ABT

$333M

88 positions

#22SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $MCD $KKR

$272M

554 positions

#23Allred Capital Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $AGQ $TJX $KO $EMR

$275M

155 positions

#24Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $KKR

$745M

219 positions

#25Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $EMR $KO $ASML

$120M

84 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.