What hedge funds are most similar to JGP Wealth Management, LLC?

The funds with the most similar 13F portfolios to JGP Wealth Management, LLC are Somerset, DIVIDEND ASSETS ,, Kesler, Norman & Wride,, based on overlapping conviction holdings in the latest SEC filings.

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 JGP Wealth ,

13F Portfolio OverlapQ1 2026JGP Wealth , portfolio →

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Most similar hedge funds by 13F overlap

JGP Wealth Management, LLC is an institutional investor managing $1.1B across 231 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 JGP Wealth , are Somerset, DIVIDEND ASSETS ,, Kesler, Norman & Wride,, with shared positions in $ADI, $AMGN, $LHX, $NEE, $LOW, $ADP. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 11 shared positions

$ADI $AMGN $LHX $NEE $LOW $ADP

$326M

174 positions

#2DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 9 shared positions

$KLAC $AMGN $LHX $NEE $FIX $LOW

$501M

138 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 9 shared positions

$ADI $LHX $AMGN $NEE $LOW $APD

$581M

245 positions

#4Legacy Financial Strategies, LLCActive

Notable overlap · 8 shared positions

$MS $NEE $AFL $LOW $ABT $GWW

$554M

140 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MS $PNC $AMGN $NEE $LOW $NKE

$1.1B

105 positions

#6CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KLAC $ADI $LOW $ICE $INTU

$1.2B

103 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$GWW $NEE $LHX $LOW $ADP $AFL

$835M

170 positions

#8Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$MS $ADI $NEE $LHX $AFL $LOW

$1.2B

262 positions

#9Aurdan Capital Management, LLCActive

Notable overlap · 11 shared positions

$GWW $AMGN $LOW $ITW $ABT $ADP

$333M

88 positions

#10FourThought Financial Partners, LLCPassive

Notable overlap · 8 shared positions

$KLAC $MS $NEE $LOW $APD $AMGN

$1.2B

384 positions

#11Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$KLAC $AMGN $LHX $ADI $LOW $ICE

$140M

131 positions

#12Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ADI $LHX $MS

$145M

69 positions

#13BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $AMGN $LOW $APD $ADP $ITW

$321M

110 positions

#14BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 9 shared positions

$ADP $AMGN $LOW $TSCO $APD $ITW

$222M

34 positions

#15First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$AMGN $ADP $NEE $LOW $ITW $ABT

$1.2B

70 positions

#16Jones Kertz & Associates, Inc.Passive

Notable overlap · 4 shared positions

$KLAC $AMGN $ADI $NKE

$188M

66 positions

#17EVEXIA WEALTH LLCActive

Notable overlap · 5 shared positions

$KLAC $LOW $WSM $INTU $MS

$364M

84 positions

#18Norway Savings BankPassive

Notable overlap · 7 shared positions

$ADI $MS $LOW $KLAC $NEE $ABT

$211M

103 positions

#19Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$MS $LHX $ICE $FIX $KLAC

$255M

57 positions

#20OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $AMGN $LOW

$1.5B

140 positions

#21SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$GWW $LHX $ADP $NEE $APD $TPL

$198M

49 positions

#22Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$KLAC $ADP $NKE $INTU $JKHY

$4.6B

32 positions

#23Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$MS $PNC $NEE $APD $ICE

$221M

32 positions

#24Focused Investors LLCActive

Notable overlap · 3 shared positions

$MS $LHX $LOW

$3.1B

22 positions

#25Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$MS $FIX $KLAC $NEE

$552M

93 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.