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 Jacobi

13F Portfolio OverlapQ1 2026Jacobi portfolio →

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Most similar hedge funds by 13F overlap

Jacobi Capital Management LLC is an institutional investor managing $1.8B across 632 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 Jacobi are Bravias Group,, RM Financial Services,, Pitti Group Wealth ,, with shared positions in $MAR, $AGQ, $AMAT, $VZ, $COP, $IBM. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$MAR $AGQ $AMAT $VZ

$153M

96 positions

#2RM Financial Services, LLCActive

Some overlap · 5 shared positions

$MAR $AMAT $COP $IBM $CMI

$116M

75 positions

#3Pitti Group Wealth Management, LLCActive

Some overlap · 4 shared positions

$MAR $AGQ $BAC $VZ

$123M

81 positions

#4Applied Finance Capital Management, LLCPassive

Slight overlap · 6 shared positions

$BAC $AMAT $VZ $COP $IBM $CMI

$1.3B

218 positions

#5PCG ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$MAR $BAC $AMAT $VZ

$125M

78 positions

#6CAPE ANN SAVINGS BANKPassive

Slight overlap · 5 shared positions

$MAR $BAC $AMAT $IBM $CMI

$199M

121 positions

#7Frederick Financial Consultants, LLCPassive

Slight overlap · 4 shared positions

$MAR $AGQ $PNC $IBM

$201M

109 positions

#8Northwest Financial AdvisorsPassive

Slight overlap · 4 shared positions

$MAR $AGQ $VZ $IBM

$52M

66 positions

#9HF Advisory Group, LLCPassive

Slight overlap · 4 shared positions

$MAR $AMAT $VZ $COP

$293M

166 positions

#10XML Financial, LLCPassive

Slight overlap · 4 shared positions

$MAR $BAC $VZ $IBM

$1.2B

421 positions

#11Houlihan Financial Resource Group, Ltd.Passive

Slight overlap · 4 shared positions

$MAR $BAC $COP $IBM

$257M

109 positions

#12CFO CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MAR $AMAT $VZ $IBM

$121M

104 positions

#13ATLANTIC FAMILY WEALTH, LLCSmart money

Slight overlap · 4 shared positions

$MAR $AGQ $VZ $PNC

$138M

59 positions

#14North Forty Two & Co.Passive

Slight overlap · 4 shared positions

$MAR $BAC $COP $CMI

$108M

97 positions

#15Lynx Investment AdvisoryPassive

Slight overlap · 5 shared positions

$AGQ $VZ $COP $PNC $MAR

$209M

181 positions

#16JBR Co Financial Management IncActive

Slight overlap · 4 shared positions

$MAR $VZ $AGQ $IBM

$239M

120 positions

#17NORTH DALLAS BANK & TRUST COPassive

Slight overlap · 4 shared positions

$MAR $BAC $IBM $CMI

$148M

109 positions

#18CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$MAR $AGQ $AMAT

$689M

198 positions

#19Camarda Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$MAR $AGQ $AMAT

$190M

104 positions

#20Spire Wealth ManagementPassive

Slight overlap · 3 shared positions

$MAR $AGQ $AMAT

$2.9B

2,248 positions

#21Long Island Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$MAR $COP $AGQ $IBM

$216M

89 positions

#22PATTON ALBERTSON MILLER GROUP, LLCPassive

Slight overlap · 4 shared positions

$MAR $AMAT $IBM $CMI

$842M

212 positions

#23Finward BancorpPassive

Slight overlap · 3 shared positions

$MAR $AGQ $VZ

$125M

104 positions

#24Eley Financial Management, IncActive

Slight overlap · 4 shared positions

$MAR $COP $VZ $CMI

$250M

66 positions

#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$MAR $AGQ $IBM $COP

$648M

134 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.