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Hedge Funds Similar to Jacobsen

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

Jacobsen Capital Management is an institutional investor managing $296M across 124 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 Jacobsen are Silver Coast Investments, Mainsail Financial Group,, Grove Street Fiduciary,, with shared positions in $UNIT, $SNOW, $SIVR, $MU, $KO, $GE. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$SIVR
$313M
119 positions
#2Mainsail Financial Group, LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$MU$KO
$240M
62 positions
#3Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$GE
$227M
74 positions
#4Clear Retirement Advice LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$TJX
$127M
54 positions
#5Marotta Asset ManagementActive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$543M
103 positions
#6Marmo Financial Group, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$TMO
$202M
38 positions
#7Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$TMO
$171M
106 positions
#8Veery Capital, LLCActive
Some overlap · 4 shared positions
$UNIT$SNOW$AMD$APH
$326M
96 positions
#9Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$442M
606 positions
#10Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$743M
264 positions
#11Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$TMO
$289M
98 positions
#12Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$SNOW$GE
$1.1B
121 positions
#13WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$453M
74 positions
#14FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$MU
$293M
105 positions
#15Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$262M
186 positions
#16Partners in Financial PlanningActive
Some overlap · 3 shared positions
$UNIT$SNOW$GE
$603M
122 positions
#17Arbor Wealth Advisors LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$143M
56 positions
#18Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$UNIT$GE$KO
$160M
82 positions
#19Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$UNIT$GE$KO
$267M
92 positions
#20Meramec Financial Planners, LLCPassive
Some overlap · 3 shared positions
$UNIT$SNOW$TJX
$252M
520 positions
#21SWAN Capital LLCPassive
Some overlap · 4 shared positions
$UNIT$GE$MU$AMD
$272M
554 positions
#22Strategies Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$AMD$KO$GE
$995M
193 positions
#23Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$UNIT$SNOW$APH
$336M
97 positions
#24Zhang Financial LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$MU
$2.9B
367 positions
#25Ervin Investment Management, LLCActive
Some overlap · 5 shared positions
$UNIT$SIVR$AMD$GE$KO
$171M
47 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.