Hedge Funds Similar to Jacobi

13F Portfolio OverlapQ2 2026Jacobi portfolio →

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Most similar hedge funds by 13F overlap

Jacobi Capital Management LLC is an institutional investor managing $2.0B across 644 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 Jacobi are COLTON GROOME FINANCIAL ADVISORS, Atlantic Edge Private Wealth, Forvis Mazars Wealth Advisors, with shared positions in $STT, $KLAC, $PNC, $PEP, $AFL, $PWR. The full ranking of 25 similar funds is below.

#1COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$STT $KLAC $PNC $PEP $AFL

$414M

164 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$STT $KLAC $PWR $CMI $VZ

$489M

619 positions

#3Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$STT $KLAC $PWR $CMI

$6.0B

433 positions

#4Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$STT $KLAC $CMI $PNC

$1.8B

529 positions

#5Verity & Verity, LLCActive

Some overlap · 4 shared positions

$STT $CMI $PEP $VZ

$1.5B

138 positions

#6SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 5 shared positions

$STT $CMI $PEP $VZ $AFL

$169M

104 positions

#7SECURITY NATIONAL BANK OF SO DAK

Some overlap · 5 shared positions

$STT $CMI $PEP $VZ $AFL

$207M

119 positions

#8SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 3 shared positions

$STT $KLAC $PWR

$892M

299 positions

#9TIEMANN INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$STT $KLAC $CMI

$276M

207 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$STT $KLAC $PEP

$1.3B

99 positions

#11Walsh & Associates, LLCActive

Some overlap · 3 shared positions

$122M

245 positions

#12GODSEY & GIBB, INCPassive

Some overlap · 3 shared positions

$1.2B

383 positions

#13Walsky Investment Management, Inc.Passive

Some overlap · 3 shared positions

$108M

52 positions

#14DMKC Advisory Services, LLCActive

Some overlap · 3 shared positions

$530M

92 positions

#15Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$251M

74 positions

#16MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$174M

78 positions

#17VERITY Wealth AdvisorsSmart money

Some overlap · 3 shared positions

$166M

81 positions

#18FARMERS TRUST CO

Some overlap · 3 shared positions

$637M

203 positions

#19Avantax Planning Partners, Inc.Active

Some overlap · 3 shared positions

$4.0B

454 positions

#20HENGEHOLD CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$1.3B

229 positions

#21Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$394M

99 positions

#22FLC Capital AdvisorsPassive

Some overlap · 3 shared positions

$STT $KLAC $CMI

$622M

236 positions

#23Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$309M

142 positions

#24Kagan Cocozza Asset ManagementActive

Some overlap · 3 shared positions

$160M

67 positions

#25Capital Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$7.6B

789 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.