What hedge funds are most similar to Joseph Group Capital Management?

The funds with the most similar 13F portfolios to Joseph Group Capital Management are Charis Legacy Partners,, FIDELIS iM,, SYKON, based on overlapping conviction holdings in the latest SEC filings.

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 Joseph Group

13F Portfolio OverlapQ1 2026Joseph Group portfolio →

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Most similar hedge funds by 13F overlap

Joseph Group Capital Management is an institutional investor managing $400M across 379 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 Joseph Group are Charis Legacy Partners,, FIDELIS iM,, SYKON, with shared positions in $BRZE, $WT, $KKR, $HUM, $FITB, $GLDM. The full ranking of 25 similar funds is below.

#1Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $WT $KKR

$68M

27 positions

#2FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $WT $HUM

$264M

25 positions

#3SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$BRZE $WT $FITB

$300M

88 positions

#4SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $GLDM $HUM

$103M

37 positions

#5TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $PH $LRCX

$109M

54 positions

#6Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $ETN $T

$143M

56 positions

#7Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $AMGN

$341M

64 positions

#8Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $ETN

$255M

70 positions

#9Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $PH

$1.0B

229 positions

#10RESOLUTE CAPITAL, LLCActive

Notable overlap · 6 shared positions

$WT $BRZE $T $KKR $FITB $HUM

$247M

57 positions

#11Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $WT $LRCX

$114M

84 positions

#12Vanguard National Trust CoActive

Notable overlap · 3 shared positions

$BRZE $HUM $KKR

$1.6B

751 positions

#13Gibson Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AEP $T

$149M

37 positions

#14FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $KKR $AEP

$133M

121 positions

#15Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$BRZE $KKR $HUM

$382M

55 positions

#16Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $KKR $HUM

$126M

61 positions

#17Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $KKR $HUM

$1.3B

208 positions

#18GRANVILLE CAPITAL, INC.Active

Notable overlap · 5 shared positions

$BRZE $HUM $GLDM $ETN $PH

$191M

86 positions

#19Family CFO IncActive

Notable overlap · 3 shared positions

$BRZE $HUM $GLDM

$223M

41 positions

#20James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $T $HUM

$737M

155 positions

#21Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $KKR

$945M

412 positions

#22VANGUARD ADVISERS INCSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $WT

$25.5B

668 positions

#23Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $WT

$269M

506 positions

#24Good Harbor Advisors, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $WT $HUM

$92M

82 positions

#25WETZEL INVESTMENT ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $FITB $MPC $HUM $ETN $KKR

$252M

131 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.