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Hedge Funds Similar to JSF Financial,

13F Portfolio OverlapQ1 2026JSF Financial, portfolio →
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Most similar hedge funds by 13F overlap

JSF Financial, LLC is an institutional investor managing $510M across 126 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 JSF Financial, are BANNERMAN WEALTH GROUP,, Ariston Services Group, Meridian Wealth Advisors,, with shared positions in $IAU, $DIS, $MCK, $TRV, $ORLY, $GILD. The full ranking of 25 similar funds is below.

#1BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Some overlap · 3 shared positions
$IAU$DIS$MCK
$148M
32 positions
#2Ariston Services GroupActive
Some overlap · 4 shared positions
$IAU$MCK$TRV$ORLY
$167M
71 positions
#3Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MCK$ORLY
$756M
202 positions
#4Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$GILD$KLAC
$175M
85 positions
#5FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$ORLY$APH
$1.2B
150 positions
#6Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$KLAC$APH
$144M
106 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$MCK$APH
$697M
218 positions
#8LifeWealth Investments, LLCPassive
Some overlap · 4 shared positions
$IAU$APH$CASY$DIS
$335M
141 positions
#9Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 3 shared positions
$IAU$WWD$DIS
$931M
518 positions
#10Prairie Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$CASY$FN
$231M
152 positions
#11RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$CBOE$KLAC
$170M
87 positions
#12Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$IAU$DIS$FLEX
$118M
85 positions
#13Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$MLM
$208M
106 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$FLEX$APH
$477M
70 positions
#15Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$IAU$GILD$FLEX
$102M
90 positions
#16MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$ORLY$KLAC
$567M
136 positions
#17BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$NI$APH
$1.1B
750 positions
#18Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$WRB
$752M
61 positions
#19TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$MCK
$366M
171 positions
#20MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$IAU$TRV$MCK$GILD
$420M
237 positions
#21JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$CASY$JBL
$891M
359 positions
#22SATOVSKY ASSET MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$IAU$FLEX$GILD
$566M
73 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$GILD$JBL
$779M
297 positions
#24China Universal Asset Management Co., Ltd.Passive
Some overlap · 3 shared positions
$IAU$GILD$KLAC
$1.3B
502 positions
#25Argentarii, LLCPassive
Some overlap · 3 shared positions
$IAU$WWD$APH
$286M
198 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.