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Hedge Funds Similar to JB

13F Portfolio OverlapQ1 2026JB portfolio →
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Most similar hedge funds by 13F overlap

JB Capital LLC is an institutional investor managing $2.5B across 259 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 JB are ADVISORTRUST PARTNERS,, NOVEM GROUP, Leibman Financial Services,, with shared positions in $TGT, $PNC, $PLD, $AMGN, $EMR, $MDT. The full ranking of 25 similar funds is below.

#1ADVISORTRUST PARTNERS, LLCPassive
Some overlap · 7 shared positions
$TGT$PNC$PLD$AMGN$EMR$MDT
$240M
255 positions
#2NOVEM GROUPPassive
Some overlap · 7 shared positions
$AMGN$PLD$TGT$PNC$NXPI$SE
$873M
437 positions
#3Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$TGT$PLD$AMGN
$136M
49 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$PLD$AMGN$MDT$SE$IAU$LITE
$477M
70 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TGT$PNC$AMGN$MDT$TSN
$1.1B
105 positions
#6Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$TGT$PNC$AMGN$MDT$TSN
$165M
86 positions
#7Verity & Verity, LLCActive
Some overlap · 5 shared positions
$TGT$PLD$AMGN$MDT$DELL
$1.3B
138 positions
#8Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$SE$TGT$AMGN$MU
$873M
189 positions
#9Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$PNC$AMGN$EMR$MDT$DELL
$308M
137 positions
#10Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$TGT$PLD$MDT$IAU$AKAM
$180M
73 positions
#11Harvest Investment Advisors, LLC
Some overlap · 4 shared positions
$TGT$PNC$AMGN$NXPI
$176M
57 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$TGT$AMGN$EMR$MDT
$187M
55 positions
#13BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PNC$PLD$EMR$MDT
$147M
116 positions
#14Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$PNC$PLD$EMR$MDT
$1.4B
1,479 positions
#15CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SE$PNC$MDT
$971M
146 positions
#16Partnership Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$MDT$EMR
$131M
66 positions
#17LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$TGT$MDT$NXPI$IAU
$135M
83 positions
#18Mandatum Life Insurance Co LtdActive
Some overlap · 4 shared positions
$TGT$EMR$MDT$MU
$445M
84 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 8 shared positions
$MDT$EWBC$MU$AKAM$DELL$TSN
$151M
135 positions
#20FCA CORP /TXPassive
Some overlap · 3 shared positions
$SE$AMGN$NXPI
$354M
191 positions
#21DMC Group, LLCPassive
Some overlap · 3 shared positions
$SE$AMGN$IAU
$148M
141 positions
#22Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$EMR$IAU
$120M
84 positions
#23Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$EMR$TGT$IAU
$287M
188 positions
#24Somerset Trust CoPassive
Some overlap · 4 shared positions
$AMGN$EMR$MDT$MU
$326M
174 positions
#25Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$TGT$EMR$MDT$FRT
$245M
83 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.