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 JT Stratford

13F Portfolio OverlapQ1 2026JT Stratford portfolio →

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Most similar hedge funds by 13F overlap

JT Stratford LLC is an institutional investor managing $786M across 297 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 JT Stratford are RATIONAL ADVISORS,, Yoder Wealth ,, Sincerus Advisory,, with shared positions in $HUM, $WT, $USB, $WFC, $BAC, $PLTR. The full ranking of 25 similar funds is below.

#1RATIONAL ADVISORS, INC.Active

Notable overlap · 5 shared positions

$HUM $WT $USB $WFC $BAC

$980M

179 positions

#2Yoder Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$HUM $WT $USB $PLTR

$219M

124 positions

#3Sincerus Advisory, LLCActive

Some overlap · 4 shared positions

$HUM $SE $USB $WT

$132M

76 positions

#4Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$HUM $SE $USB $WT $SOLV

$153M

78 positions

#5WESCAP Management Group, Inc.Active

Some overlap · 5 shared positions

$WT $SE $USB $OKTA $HUM

$508M

107 positions

#6Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $WT $USB

$405M

298 positions

#7Addison Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $WT $PFE $NU $BAC

$452M

980 positions

#8Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $USB $WFC $BAC

$188M

174 positions

#9FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$HUM $USB $WT $OKTA

$354M

66 positions

#10BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$WT $SE $USB $HUM $NU

$129M

217 positions

#11Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$HUM $WT $SOLV $BAC

$133M

108 positions

#12Prospect Financial Services LLCPassive

Some overlap · 5 shared positions

$HUM $USB $PLTR $WT $KMI

$164M

104 positions

#13CRA Financial Services, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $USB $BAC

$770M

296 positions

#14Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$HUM $WT $SE

$484M

76 positions

#15Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$HUM $WT $PFE

$92M

82 positions

#16Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$HUM $WT $PLTR $VLO

$296M

109 positions

#17Farrell Financial LLCPassive

Some overlap · 3 shared positions

$HUM $WT $USB

$167M

76 positions

#18OPTIMA CAPITAL LLCPassive

Some overlap · 3 shared positions

$HUM $WT $PLTR

$215M

159 positions

#19Peck Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $SOLV $PLTR

$100M

122 positions

#20Smith Partners Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $USB $SE $PFE $WT

$112M

76 positions

#21Elmwood Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $SE $OKTA

$362M

178 positions

#22Bristlecone Value Partners, LLCPassive

Some overlap · 3 shared positions

$HUM $WT $BAC

$114M

68 positions

#23TD Capital Management LLCActive

Some overlap · 3 shared positions

$HUM $WT $SOLV

$1.1B

853 positions

#24Trust Point Inc.Active

Some overlap · 3 shared positions

$HUM $WT $WFC

$1.2B

521 positions

#25Avant Capital LLCPassive

Some overlap · 3 shared positions

$HUM $WT $PLTR

$142M

76 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.