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Hedge Funds Similar to WJ Interests,

13F Portfolio OverlapQ1 2026WJ Interests, portfolio →
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Most similar hedge funds by 13F overlap

WJ Interests, LLC is an institutional investor managing $260M across 20 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 WJ Interests, are Team Financial Group,, Boyce & Associates Wealth Consulting,, O'Connor Financial Group, with shared positions in $WT, $AMN, $IBM, $DOV, $MSTR. The full ranking of 25 similar funds is below.

#1Team Financial Group, LLCActive
Highly similar · 3 shared positions
$WT$AMN$IBM
$220M
273 positions
#2Boyce & Associates Wealth Consulting, Inc.Active
Substantial overlap · 3 shared positions
$WT$DOV$AMN
$132M
80 positions
#3O'Connor Financial Group LLCActive
Substantial overlap · 4 shared positions
$AMN$MSTR$WT$IBM
$244M
58 positions
#4Financial Symmetry IncSmart money
Substantial overlap · 3 shared positions
$DOV$AMN$IBM
$281M
63 positions
#5Etesian Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$AMN$DOV$IBM
$313M
138 positions
#6McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$DOV$WT
$119M
65 positions
#7Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$233M
676 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MSTR$WT
$1.5B
686 positions
#9Sharper & Granite LLCPassive
Notable overlap · 3 shared positions
$WT$IBM$AMN
$293M
107 positions
#10Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$WT$AMN$DOV
$736M
187 positions
#11Wright Wealth LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$149M
51 positions
#12CLG LLCActive
Notable overlap · 3 shared positions
$WT$DOV$IBM
$403M
134 positions
#13ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$WT$DOV
$112M
69 positions
#14MOR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$218M
103 positions
#15SNS Financial Group, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$DOV
$1.2B
208 positions
#16COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$371M
158 positions
#17RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 3 shared positions
$AMN$IBM$WT
$350M
53 positions
#18Del-Sette Capital Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$167M
44 positions
#19Bucket List Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$IBM$WT
$166M
57 positions
#20Aspiring Ventures, LLCSmart money
Notable overlap · 3 shared positions
$MSTR$DOV$IBM
$330M
92 positions
#21Capital Planning Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$692M
146 positions
#22M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$DOV
$119M
55 positions
#23Heritage Financial Services, LLC
Some overlap · 3 shared positions
$AMN$WT$IBM
$1.2B
126 positions
#24Tillman Hartley LLCActive
Some overlap · 3 shared positions
$AMN$WT$DOV
$398M
88 positions
#25OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$WT$AMN$IBM
$110M
68 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.