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Hedge Funds Similar to AMJ Financial Wealth

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

AMJ Financial Wealth Management is an institutional investor managing $424M across 86 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 AMJ Financial Wealth are Peak Planning Group,, Clearwave ,, BERKSHIRE, with shared positions in $OKE, $AMAT, $ETN, $GLW, $ANET, $NET. The full ranking of 25 similar funds is below.

#1Peak Planning Group, LLCActive
Notable overlap · 3 shared positions
$OKE$AMAT$ETN
$361M
120 positions
#2Clearwave Capital, LLCPassive
Notable overlap · 3 shared positions
$OKE$GLW$ANET
$146M
146 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$GLW$AMAT$NET$COHR
$277M
114 positions
#4ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 5 shared positions
$PWR$AMAT$ANET$TT$TJX
$112M
102 positions
#5Candelo Capital Management LPPassive
Notable overlap · 3 shared positions
$PWR$AMAT$GLW
$121M
31 positions
#6Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$GLW$AMAT$PCAR$ETN
$184M
32 positions
#7Tairen Capital LtdActive
Notable overlap · 5 shared positions
$GLW$AMAT$RMBS$HAL$COHR
$924M
44 positions
#8Green Alpha Advisors, LLCPassive
Notable overlap · 4 shared positions
$AMAT$GLW$NET$ANET
$102M
107 positions
#9MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Notable overlap · 3 shared positions
$AMAT$GLW$NEM
$176M
81 positions
#10TABR Capital Management, LLCActive
Notable overlap · 4 shared positions
$OKE$AMAT$COHR$GLW
$109M
54 positions
#11Cambridge Financial Group, Inc.Active
Notable overlap · 5 shared positions
$OKE$ANET$TJX$FDX$ETN
$267M
33 positions
#12Provident Investment Management, Inc.Active
Notable overlap · 5 shared positions
$GLW$TTWO$ORLY$TT$CACI
$1.0B
82 positions
#13Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$PWR$AMAT$HAL$ETN
$239M
46 positions
#14Blue Water Asset ManagementActive
Notable overlap · 3 shared positions
$OKE$ETN$GLDM
$289M
103 positions
#15LeClair Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$OKE$ETN$GLDM
$289M
103 positions
#16Camarda Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$GLW$OKE$AMAT$TTWO
$190M
104 positions
#17GKV Capital Management Co., Inc.Passive
Notable overlap · 5 shared positions
$OKE$ORLY$PWR$TJX$AMAT
$201M
165 positions
#18South Street Advisors LLCActive
Notable overlap · 5 shared positions
$PWR$ORLY$TJX$OKE$ETN
$690M
83 positions
#19Bank OZKPassive
Notable overlap · 5 shared positions
$AMAT$PWR$ANET$TT$TJX
$283M
149 positions
#20MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$OKE$FDX$NET
$436M
387 positions
#21SHUTTLEWORTH & CoPassive
Notable overlap · 5 shared positions
$AMAT$TJX$ANET$ETN$EMR
$111M
52 positions
#22Insight Inv LLCPassive
Notable overlap · 4 shared positions
$GLW$AMAT$TJX$EMR
$183M
104 positions
#23MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$PWR$NEM$TJX
$84M
21 positions
#24Benchstone Capital Management LPPassive
Notable overlap · 4 shared positions
$AMAT$NET$TJX$TTWO
$860M
38 positions
#25Night Squared LPPassive
Notable overlap · 5 shared positions
$AMAT$TTWO$PCAR$TT$EAT
$681M
72 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.