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Hedge Funds Similar to JMAC ENTERPRISES

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

JMAC ENTERPRISES LLC is an institutional investor managing $522M across 117 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 JMAC ENTERPRISES are FMB WEALTH, Forum Financial ,, CATHY PARETO & ASSOCIATES,, with shared positions in $AMGN, $MAR, $IAU, $NEE, $BAC, $C. The full ranking of 25 similar funds is below.

#1FMB WEALTH MANAGEMENTActive
Notable overlap · 6 shared positions
$AMGN$MAR$IAU$NEE$BAC$C
$242M
73 positions
#2Forum Financial Management, LPSmart money
Notable overlap · 4 shared positions
$AMGN$IAU$MAR$NEE
$7.1B
331 positions
#3CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 5 shared positions
$MAR$UNIT$IAU$KKR$NEE
$149M
96 positions
#4SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$MAR$UNIT$KKR$MCD$KMI
$272M
554 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$MAR$IAU$KKR$UNIT
$721M
145 positions
#6John A. Wolfe & Associates, Inc.Active
Notable overlap · 3 shared positions
$MAR$UNIT$KKR
$65M
42 positions
#7Hofer & Associates. IncActive
Some overlap · 4 shared positions
$AMGN$KKR$MCD$BAC
$186M
64 positions
#8Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$AMGN$MS$MCD$MDT
$290M
108 positions
#9Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$AMGN$MDT$C
$153M
62 positions
#10Kelsey Financial, LLCActive
Some overlap · 4 shared positions
$AMGN$UNP$IAU$LMT
$114M
63 positions
#11Junk Investment Group, LLCPassive
Some overlap · 7 shared positions
$MAR$UNIT$KKR$AMGN$PNC$IBM
$191M
88 positions
#12FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 6 shared positions
$UNIT$KKR$IAU$AMGN$MAR$C
$176M
104 positions
#13American Investment Services, Inc.Active
Some overlap · 6 shared positions
$UNIT$AMGN$IAU$NEE$MAR$IBM
$448M
132 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$UNIT$IAU$KKR$MS$MCD
$365M
111 positions
#15Marotta Asset ManagementActive
Some overlap · 6 shared positions
$MAR$UNIT$GD$LMT$KO$IBM
$543M
103 positions
#16Aaron Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$UNIT$BAC
$1.8B
691 positions
#17TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$UNIT$IAU$KKR$MS
$144M
65 positions
#18Forza Wealth Management, LLCPassive
Some overlap · 7 shared positions
$IAU$KKR$UNIT$AMGN$MS$GD
$287M
188 positions
#19LAM GROUP, INC.Passive
Some overlap · 5 shared positions
$MAR$UNIT$AMGN$NEE$IBM
$182M
136 positions
#20Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$KKR$MAR$IAU$NEE
$117M
74 positions
#21Fairway Financial, LLCActive
Some overlap · 3 shared positions
$MAR$UNIT$MS
$132M
23 positions
#22MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UNIT$KKR$MAR
$223M
112 positions
#23OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$AMGN$UNIT$MAR$LMT$KMI$NEE
$311M
318 positions
#24Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$UNIT$IAU$KKR$MS$BAC
$98M
68 positions
#25Capital Squared Financial LLCPassive
Some overlap · 5 shared positions
$MAR$KKR$UNIT$IAU$BAC
$131M
85 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.