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 JSF Financial

13F Portfolio OverlapQ3 2026JSF Financial portfolio →

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Most similar hedge funds by 13F overlap

JSF Financial, LLC is an institutional investor managing $655M across 146 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JSF Financial are ACORN FINANCIAL ADVISORY SERVICES, Dynasty Wealth, LifeWealth Investments, with shared positions in $IAU, $DELL, $GLW, $MAR, $FLEX, $KLAC. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $DELL $GLW $MAR

$753M

223 positions

#2Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $DELL $FLEX $KLAC

$13.5B

367 positions

#3LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $DELL $MAR $DIS

$360M

139 positions

#4Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $MAR

$463M

130 positions

#5Impact Investors, IncActive

Notable overlap · 3 shared positions

$IAU $KLAC $STT

$137M

88 positions

#6Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $DELL $STT

$830M

159 positions

#7Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $TRV $STT

$216M

62 positions

#8TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $GLW

$983M

170 positions

#9NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $KLAC $DELL

$838M

122 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$IAU $MO $MAR

$829M

148 positions

#11Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $STT

$246M

210 positions

#12Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $CNP

$433M

79 positions

#13TENET WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $KLAC $MO $DIS

$142M

107 positions

#14WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $GLW $DIS

$536M

107 positions

#15Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $MO $FN $KLAC

$589M

92 positions

#16Alliance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$LAZ $DIS $STT $GLW

$317M

174 positions

#17ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $GLW $MAR

$326M

102 positions

#18NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$LAZ $GLW $DIS

$172M

117 positions

#19MAIMON WEALTH MANAGEMENT LTD.Active

Notable overlap · 4 shared positions

$IAU $DELL $MO $TRV

$130M

80 positions

#20Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $KLAC $MAR

$286M

108 positions

#21AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $MO

$348M

178 positions

#22WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $MO $DELL $DIS

$412M

206 positions

#23Skyline Advisors, Inc.Active

Some overlap · 4 shared positions

$IAU $MO $KLAC $NI

$319M

123 positions

#24Sanchez Gaunt Capital Management, LLCPassive

Some overlap · 3 shared positions

$IAU $KLAC $EXEL

$179M

189 positions

#25DENVER WEALTH MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$LAZ $STT $MO

$349M

109 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.