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Hedge Funds Similar to REUTER JAMES WEALTH

13F Portfolio OverlapQ3 2026REUTER JAMES WEALTH portfolio →
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Most similar hedge funds by 13F overlap

REUTER JAMES WEALTH MANAGEMENT, LLC is an institutional investor managing $769M across 225 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 REUTER JAMES WEALTH are Ackerman Advisors, Ariston Services Group, Wallington Asset, with shared positions in $IAU, $ET, $DOV, $UNP, $WMB, $BA. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$ET$DOV$UNP
$497M
120 positions
#2Ariston Services GroupActive
Notable overlap · 7 shared positions
$IAU$ET$WMB$BA$TMO$DE
$178M
72 positions
#3Wallington Asset Management, LLCActive
Notable overlap · 6 shared positions
$IAU$UNP$MDT$DE$PEP$BA
$814M
61 positions
#4OKABENA INVESTMENT SERVICES INCPassive
Notable overlap · 4 shared positions
$IAU$DOV$APH$TMO
$560M
145 positions
#5NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 7 shared positions
$DOV$APH$ASML$AJG$UBER$BA
$595M
264 positions
#6Sharkey, Howes & JaverActive
Notable overlap · 5 shared positions
$IAU$APH$DOV$UNP$TMO
$830M
159 positions
#7Three Bridge Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$DOV$ASML$MDT$PEP
$399M
87 positions
#8Myriad Asset Management US LPActive
Some overlap · 7 shared positions
$UNP$DE$VLO$ASML$LNG$ISRG
$72M
52 positions
#9Myriad Asset Management Advisors LLCActive
Some overlap · 7 shared positions
$UNP$DE$VLO$ASML$LNG$ISRG
$424M
49 positions
#10Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$DOV$ASML$UNP$CME$PEP
$304M
194 positions
#11FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$IAU$UNP$APH$PEP$ORLY
$1.3B
157 positions
#12Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$UNP$VLO$MCK
$244M
53 positions
#13PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$DE
$2.8B
186 positions
#14Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$IAU$UNP$SHW$PEP
$275M
82 positions
#15Evelyn Partners Asset Management Ltd
Some overlap · 5 shared positions
$DOV$IAU$ASML$ISRG$CME
$406M
308 positions
#16CHILTON INVESTMENT CO INC.Active
Some overlap · 7 shared positions
$APH$DE$MDT$SHW$AJG$ORLY
$4.2B
299 positions
#17MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$IAU$DOV$DE
$130M
80 positions
#18Zhang Financial LLCActive
Some overlap · 4 shared positions
$IAU$DOV$MDT$AMP
$3.4B
392 positions
#19Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$UNP$DE$BA
$154M
96 positions
#20New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$UNP$DE$IAU
$268M
50 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$DOV$BA$MCK
$637M
125 positions
#22Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$ET$UNP$MDT$LNG$TMO
$1.3B
182 positions
#23Mengis Capital Management, Inc.Passive
Some overlap · 7 shared positions
$DE$MDT$UNP$ASML$IAU$BA
$673M
215 positions
#24CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$UNP$MDT$ASML$UBER$PEP$CME
$2.3B
150 positions
#25Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$ET$DOV$WMB
$181M
29 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.