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Hedge Funds Similar to Jupiter Wealth

13F Portfolio OverlapQ1 2026Jupiter Wealth portfolio →
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Most similar hedge funds by 13F overlap

Jupiter Wealth Management LLC is an institutional investor managing $253M across 90 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 Jupiter Wealth are Caldwell Investment Ltd., Investment Advisors,, DCM Advisors,, with shared positions in $MS, $C, $BAC, $PFE, $TMO, $ASML. The full ranking of 25 similar funds is below.

#1Caldwell Investment Management Ltd.Active
Some overlap · 5 shared positions
$MS$C$BAC$PFE$TMO
$255M
57 positions
#2Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$ASML$AGQ$LMT
$6.2B
693 positions
#3DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$MPC$BAC$WFC$PFE
$220M
38 positions
#4Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$ASML$BAC$PFE
$232M
44 positions
#5Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$SAN$AGQ
$383M
290 positions
#6Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$MS$C$BAC$TMO
$190M
80 positions
#7Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$MS$AMT$BAC$PFE$DHR
$221M
32 positions
#8CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MS$SAN$BAC
$463M
177 positions
#9J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BAC$TMO$DHR
$705M
60 positions
#10MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$MS$C$LMT
$460M
115 positions
#11ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$C$WFC
$1.4B
261 positions
#12Teewinot Capital Advisers, L.L.C.Active
Some overlap · 5 shared positions
$MS$C$BAC$WFC$DHR
$1.3B
33 positions
#13SWEENEY & MICHEL, LLCActive
Some overlap · 4 shared positions
$MS$BAC$WFC$ASML
$340M
145 positions
#14Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$MS$ASML$DHR$WFC
$120M
84 positions
#15AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$MS$ASML$DHR
$9.0B
121 positions
#16KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MS$AGQ$DHR
$147M
89 positions
#17Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$MS$AGQ$WFC
$251M
200 positions
#18Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$BAC$WFC
$432M
81 positions
#19LEIGH BALDWIN & CO., LLCPassive
Some overlap · 3 shared positions
$MS$SAN$LMT
$154M
163 positions
#20Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$AGQ$LMT
$183M
141 positions
#21Prota Financial, LLCActive
Some overlap · 3 shared positions
$MS$LMT$TMO
$138M
67 positions
#22Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MS$SAN$DHR$LMT
$299M
101 positions
#23Stillwater Wealth Management GroupPassive
Some overlap · 3 shared positions
$MS$AGQ$LMT
$162M
77 positions
#24Argent Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$PFE$WFC
$366M
173 positions
#25Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$C$BAC
$343M
115 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.