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 Jordan Park Group

13F Portfolio OverlapQ1 2026Jordan Park Group portfolio →

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Most similar hedge funds by 13F overlap

Jordan Park Group LLC is an institutional investor managing $1.9B across 69 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 Jordan Park Group are Fund Evaluation Group,, Bear Mountain ,, Shakespeare Wealth ,, with shared positions in $SE, $EPAM, $LEN, $NOW, $MUFG, $ICFI. The full ranking of 25 similar funds is below.

#1Fund Evaluation Group, LLCSmart money

Notable overlap · 7 shared positions

$SE $EPAM $LEN $NOW $MUFG $ICFI

$3.3B

73 positions

#2Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$SE $DDOG $MDY $MUFG

$333M

198 positions

#3Shakespeare Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SE $DDOG $EPAM $CTVA

$422M

98 positions

#4Verum Partners LLCActive

Notable overlap · 5 shared positions

$SE $HUM $EPAM $BAC $DHR

$527M

176 positions

#5Peak Wealth Management LLCActive

Notable overlap · 3 shared positions

$SE $DDOG $BAC

$122M

54 positions

#6TIAA Wealth Investment Management LLCActive

Notable overlap · 7 shared positions

$SE $DDOG $AMAT $MUFG $NOW $CTVA

$13.1B

563 positions

#7Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$SE $HUM $DHR

$255M

70 positions

#8DDFG, IncActive

Notable overlap · 5 shared positions

$SE $HUM $BAC $NOW $MS

$464M

86 positions

#9Topel & Distasi Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SE $MUFG $NOW

$193M

58 positions

#10BLUELINE ADVISORS LLCActive

Notable overlap · 6 shared positions

$SE $HUM $NU $MDY $NOW $CTVA

$129M

217 positions

#11CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SE $DDOG $LEN

$107M

50 positions

#12Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$SE $HUM $MS $DHR

$120M

84 positions

#13Kinetic Partners Management, LPActive

Some overlap · 4 shared positions

$SE $DDOG $NU $AMAT

$1.8B

49 positions

#14Sound Stewardship, LLCActive

Some overlap · 3 shared positions

$SE $MS $DHR

$218M

63 positions

#15STAR Financial BankPassive

Some overlap · 4 shared positions

$SE $MDY $AMAT $DHR

$212M

104 positions

#16BlueStem Wealth Partners, LLCActive

Some overlap · 5 shared positions

$SE $HUM $LEN $BAC $NOW

$900M

124 positions

#17Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$SE $DDOG $HUM

$550M

74 positions

#18Johnson Bixby & Associates, LLCActive

Some overlap · 3 shared positions

$SE $HUM $DDOG

$806M

127 positions

#19Coign Capital Advisors LLCActive

Some overlap · 3 shared positions

$SE $BAC $MS

$190M

80 positions

#20WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SE $NU $CTVA

$43.8B

263 positions

#21Snider Financial GroupPassive

Some overlap · 5 shared positions

$SE $DDOG $HUM $BAC $DHR

$331M

102 positions

#22TIGER GLOBAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$SE $NU $AMAT $NOW

$22.8B

54 positions

#23MMA ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SE $DDOG $CTVA

$284M

179 positions

#24Westfuller Advisors, LLCPassive

Some overlap · 3 shared positions

$SE $NU $MS

$232M

756 positions

#25TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Some overlap · 7 shared positions

$SE $DDOG $NU $EPAM $MUFG $NOW

$26.0B

702 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.