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Hedge Funds Similar to Johnson Financial Group

13F Portfolio OverlapQ2 2026Johnson Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Johnson Financial Group, LLC is an institutional investor managing $1.9B across 279 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 Johnson Financial Group are FMB WEALTH, Axecap Investments, Henshaw, with shared positions in $MAR, $MRVL, $C, $DELL, $ANET, $QCOM. The full ranking of 25 similar funds is below.

#1FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$MRVL$C
$272M
74 positions
#2Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MAR$DELL$C$ANET$QCOM
$181M
73 positions
#3Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MAR$MRVL$BLK$C
$3.1B
160 positions
#4United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$MAR$DELL$C$MCO$QCOM
$5.6B
184 positions
#5TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Some overlap · 3 shared positions
$MAR$QCOM$ECL
$312M
195 positions
#6HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MRVL$MAR$DELL$C
$1.1B
115 positions
#7Sovereign's Capital Management, LLCPassive
Some overlap · 4 shared positions
$RJF$PAYC$ANET$QCOM
$150M
70 positions
#8Concord Investment Counsel Inc.Active
Some overlap · 3 shared positions
$MAR$DELL$QCOM
$366M
50 positions
#9HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 3 shared positions
$MAR$BLK$C
$3.6B
257 positions
#10Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$MAR$BLK$QCOM
$1.6B
215 positions
#11BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MRVL$C$QCOM$BLK$ECL
$679M
104 positions
#12RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$MRVL$DELL$BLK$ANET
$108M
183 positions
#13Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$BLK$ANET
$2.7B
206 positions
#14NORTH DALLAS BANK & TRUST COPassive
Some overlap · 3 shared positions
$MAR$MRVL$BLK
$169M
113 positions
#15ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$MAR$DELL$C
$1.1B
111 positions
#16Laurion Capital Management LPPassive
Some overlap · 5 shared positions
$DELL$C$ANET$QCOM$MRVL
$3.9B
420 positions
#17Retireful, LLCPassive
Some overlap · 4 shared positions
$MRVL$DELL$ANET$MKSI
$107M
81 positions
#18ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$MRVL$MAR$DELL
$753M
223 positions
#19American Money Management, LLCPassive
Some overlap · 3 shared positions
$MAR$BLK$QCOM
$700M
174 positions
#20SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$BLK$MCO$RJF$QCOM$TFC
$5.3B
737 positions
#21Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$MAR$ECL$ANET
$381M
108 positions
#22Old North State Trust, LLCPassive
Some overlap · 4 shared positions
$MRVL$DELL$ANET$TFC
$194M
151 positions
#23NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 4 shared positions
$MRVL$DELL$ANET$QCOM
$2.6B
358 positions
#24Evergreen Quality Fund GP, Ltd.Active
Some overlap · 5 shared positions
$MRVL$MCO$QCOM$MKSI$AEHR
$6.2B
43 positions
#25CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$MRVL$DELL$C$QCOM
$11.8B
385 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.