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Hedge Funds Similar to Johnson Financial Group,

13F Portfolio OverlapQ1 2026Johnson Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Johnson Financial Group, LLC is an institutional investor managing $1.5B across 185 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 Johnson Financial Group, are BARD ASSOCIATES, Sand Hill Global Advisors,, WealthCollab,, with shared positions in $SCHW, $SNOW, $AEHR, $NOW, $ECL, $GILD. The full ranking of 25 similar funds is below.

#1BARD ASSOCIATES INCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$AEHR
$398M
292 positions
#2Sand Hill Global Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$SNOW$NOW$ECL
$3.0B
204 positions
#3WealthCollab, LLCPassive
Some overlap · 3 shared positions
$SCHW$SNOW$NOW
$243M
977 positions
#4Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$GILD
$313M
119 positions
#5TrueWealth Financial PartnersActive
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$251M
66 positions
#6Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$1.4B
58 positions
#7ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$370M
119 positions
#8Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$SNOW$NOW
$228M
72 positions
#9Northeast Financial Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$SNOW$KO
$404M
90 positions
#10Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$KO
$398M
88 positions
#11Harrington Investments, INCPassive
Some overlap · 4 shared positions
$SCHW$SNOW$ECL$GILD
$190M
84 positions
#12AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$SCHW$SNOW$NOW$ECL
$1.6B
96 positions
#13TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$718M
143 positions
#14Omega Financial Group, LLCPassive
Some overlap · 4 shared positions
$SCHW$NOW$ECL$SE
$308M
101 positions
#15JDM Financial Group LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$GILD
$259M
318 positions
#16Pure Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$7.0B
572 positions
#17Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$SCHW$NOW$ISRG$KO
$1.2B
95 positions
#18Partners in Financial PlanningActive
Some overlap · 3 shared positions
$SCHW$SNOW$SE
$603M
122 positions
#19Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$ECL
$38.5B
510 positions
#20Garde Capital, Inc.Active
Some overlap · 3 shared positions
$SCHW$NOW$SNOW
$1.7B
198 positions
#21ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$SCHW$SNOW$KO$SE
$158M
125 positions
#22Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$SCHW$SE$NOW$ISRG
$1.5B
236 positions
#23Sherman Asset Management, Inc.Active
Some overlap · 5 shared positions
$SCHW$SNOW$NOW$GILD$KO
$109M
154 positions
#24SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 5 shared positions
$SCHW$SNOW$NOW$GILD$EPD
$119M
61 positions
#25Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SCHW$NOW$ISRG$KO
$136M
114 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.