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Hedge Funds Similar to 4J Wealth

13F Portfolio OverlapQ1 20264J Wealth portfolio →
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Most similar hedge funds by 13F overlap

4J Wealth Management LLC is an institutional investor managing $176M across 101 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 4J Wealth are D'Orazio & Associates,, Clarity Asset ,, EQ WEALTH ADVISORS,, with shared positions in $BAH, $MS, $MAR, $GE, $IAU, $MCD. The full ranking of 25 similar funds is below.

#1D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$MS$MAR
$772M
299 positions
#2Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$BAH$MS$GE
$198M
290 positions
#3EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$BAH$IAU$MCD
$171M
54 positions
#4Souders Financial AdvisorsPassive
Notable overlap · 4 shared positions
$BAH$GE$MCD$AXP
$876M
216 positions
#5Swisher Financial Concepts, Inc.Passive
Notable overlap · 4 shared positions
$BAH$IAU$GE$GEV
$179M
102 positions
#6CORA CAPITAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$BAH$MAR$IBIT
$302M
134 positions
#7Sprinkle Financial Consultants LLCPassive
Notable overlap · 4 shared positions
$BAH$IAU$GE$GEV
$217M
99 positions
#8LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$BAH$MS$GEV
$175M
112 positions
#9Rubicon Advisors, GPPassive
Some overlap · 3 shared positions
$BAH$BN$MAR
$115M
76 positions
#10OakTrust Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$AXP$IBIT$MCD
$110M
68 positions
#11National Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$BAH$GE$MAR
$269M
215 positions
#12Gratus Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$HLT$MS$SSL$MAR$ANET$GE
$691M
138 positions
#13Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$MS$AXP
$133M
108 positions
#14Skyline Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$IAU$MS
$287M
120 positions
#15Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$HLT$MS$SSL$MAR
$257M
109 positions
#16Per Stirling Capital Management, LLC.Passive
Some overlap · 3 shared positions
$BAH$MS$IAU
$905M
310 positions
#17Beacon Financial Advisory LLCPassive
Some overlap · 4 shared positions
$BAH$MS$MAR$MCD
$443M
402 positions
#18Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BAH$HLT$BN
$277M
118 positions
#19LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$HLT$IAU$SSL$MCD
$135M
83 positions
#20NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$MS$GEV
$279M
185 positions
#21Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$HLT$MS$GE
$432M
81 positions
#22Focused Investors LLCActive
Some overlap · 4 shared positions
$NOC$MS$MCD$AXP
$3.1B
22 positions
#23Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$BAH$MCD$AXP
$601M
149 positions
#24Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$BAH$GE$GEV
$166M
76 positions
#25HFG Advisors, Inc.Passive
Some overlap · 4 shared positions
$BAH$GE$MS$GEV
$142M
117 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.