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Hedge Funds Similar to JACKSON THORNTON WEALTH

13F Portfolio OverlapQ2 2026JACKSON THORNTON WEALTH portfolio →
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Most similar hedge funds by 13F overlap

JACKSON THORNTON WEALTH MANAGEMENT, LLC is an institutional investor managing $1.3B across 417 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JACKSON THORNTON WEALTH are Caerus Investment Advisors, Bull Harbor, Essential Partners, with shared positions in $WDC, $FIX, $JBHT, $EIX, $CNC, $PCG. The full ranking of 25 similar funds is below.

#1Caerus Investment Advisors, LLCPassive
Some overlap · 12 shared positions
$WDC$FIX$JBHT$EIX$CNC$PCG
$300M
339 positions
#2Bull Harbor Capital LLCPassive
Some overlap · 12 shared positions
$WDC$FIX$JBHT$CNC$EIX$PCG
$513M
552 positions
#3Essential Partners LLCPassive
Some overlap · 12 shared positions
$FIX$WDC$JBHT$EIX$CNC$BMY
$217M
2,853 positions
#4FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 11 shared positions
$WDC$FIX$JBHT$CNC$EIX$PCG
$326M
109 positions
#5AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 12 shared positions
$FIX$WDC$CNC$BMY$PCG$ABNB
$286.8B
3,900 positions
#6True Wealth Design, LLCActive
Some overlap · 12 shared positions
$FIX$WDC$JBHT$CNC$BMY$STX
$420M
2,655 positions
#7MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 10 shared positions
$FIX$WDC$CNC$EIX$PCG$BMY
$255M
197 positions
#8Allegiance Financial Group Advisory Services LLCActive
Some overlap · 9 shared positions
$WDC$FIX$JBHT$CNC$EIX$PCG
$578M
205 positions
#9waypoint wealth counselPassive
Some overlap · 9 shared positions
$FIX$CNC$EIX$JBHT$PCG$FDX
$160M
150 positions
#10Capstone Wealth Management, LLCPassive
Some overlap · 8 shared positions
$WDC$FIX$CNC$EIX$PCG$SO
$216M
188 positions
#11COGENT STRATEGIC WEALTH LLCActive
Some overlap · 8 shared positions
$WDC$FIX$EIX$PCG$BMY$CB
$105M
58 positions
#12Sivia Capital Partners, LLCPassive
Some overlap · 9 shared positions
$WDC$FIX$CNC$STX$ABNB$EIX
$822M
540 positions
#13Kaufman Rossin Wealth, LLCActive
Some overlap · 7 shared positions
$WDC$FIX$JBHT$EIX$FDX$GM
$211M
112 positions
#14Wick Capital Partners, LLCActive
Some overlap · 8 shared positions
$WDC$BMY$CB$PCG$ABNB$EIX
$663M
246 positions
#15HBE Wealth Management, LLCActive
Some overlap · 6 shared positions
$WDC$FIX$JBHT$BMY$CB$FTI
$139M
59 positions
#16LifeGoal Investments, LLCActive
Some overlap · 6 shared positions
$WDC$FIX$CNC$PCG$STX$ABNB
$218M
155 positions
#17NORTHWEST WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$WDC$FIX$CNC$EIX$BMY$CB
$758M
265 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$WDC$FIX$EIX$GM$STX$FTI
$590M
131 positions
#19Wakefield Asset Management LLLPPassive
Some overlap · 6 shared positions
$WDC$FIX$BMY$MS$FTI$NLY
$444M
225 positions
#20Avail Investment Partners, LLCPassive
Some overlap · 5 shared positions
$FIX$JBHT$WDC$BMY$CB
$130M
199 positions
#21CMC Financial GroupActive
Some overlap · 4 shared positions
$WDC$FIX$JBHT$EIX
$52M
45 positions
#22UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Slight overlap · 5 shared positions
$WDC$FDX$GM$MS$STX
$863M
423 positions
#23Kovitz Investment Group Partners, LLCPassive
Slight overlap · 5 shared positions
$FIX$FDX$BMY$GM$MS
$4.5B
478 positions
#24Retireful, LLCPassive
Slight overlap · 4 shared positions
$WDC$FIX$JBHT$STX
$107M
81 positions
#25PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$WDC$FIX$JBHT$STX
$462M
86 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.