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 Johnson Bixby & Associates,

13F Portfolio OverlapQ1 2026Johnson Bixby & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Johnson Bixby & Associates, LLC is an institutional investor managing $896M across 131 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 Johnson Bixby & Associates, are Bear Mountain ,, Quantum Financial Planning Services,, Quaker Wealth ,, with shared positions in $COP, $SE, $AFRM, $DDOG, $INTC, $CRM. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$COP $SE $AFRM $DDOG $INTC

$333M

198 positions

#2Quantum Financial Planning Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $CRM $DDOG $AFRM

$278M

53 positions

#3Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$COP $HUM $RELX $MAR $WM

$320M

972 positions

#4CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $HUM $DDOG $MCD

$363M

102 positions

#5Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$COP $HUM $KR $MCD

$176M

177 positions

#6VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$COP $HUM $DDOG $MAR $WM

$335M

505 positions

#7Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$COP $SE $AFRM

$197M

59 positions

#8Eaton-Cambridge Inc.Smart money

Notable overlap · 3 shared positions

$COP $HUM $DDOG

$320M

56 positions

#9Sunburst Financial Group, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MAR

$543M

132 positions

#10Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $KLAC $DDOG

$2.1B

152 positions

#11Rockbridge Investment Management, LCCSmart money

Notable overlap · 3 shared positions

$COP $HUM $DDOG

$1.1B

137 positions

#12AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$COP $DDOG $MAR

$445M

77 positions

#13Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $SE $AFRM

$184M

157 positions

#14MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 3 shared positions

$COP $HUM $RELX

$295M

271 positions

#15Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $DIA $HUM $MAR

$67M

42 positions

#16Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $MAR

$167M

92 positions

#17Minot DeBlois Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $CRM $HUM

$110M

226 positions

#18BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$SE $COP $HUM $AFRM $RELX

$129M

217 positions

#19Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $HUM $DDOG $MAR

$374M

86 positions

#20Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $SE $MAR

$284M

91 positions

#21Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $CRM $MCD

$566M

28 positions

#22WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $SE $HUM $RELX

$508M

107 positions

#23Tandem Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$COP $KLAC $MAR

$224M

47 positions

#24Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $HUM $DDOG $MAR $MCD

$453M

103 positions

#25SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $HUM $DDOG

$146M

67 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.