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Hedge Funds Similar to James Reed Financial Services,

13F Portfolio OverlapQ1 2026James Reed Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

James Reed Financial Services, Inc. is an institutional investor managing $131M across 19 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 James Reed Financial Services, are VALLEY WEALTH MANAGERS,, DAYMARK WEALTH PARTNERS,, St. Clair Advisors,, with shared positions in $GSAT, $PGR, $AMGN, $MMM. The full ranking of 3 similar funds is below.

#1VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$GSAT$PGR$AMGN
$1.6B
316 positions
#2DAYMARK WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PGR$AMGN$MMM
$3.2B
739 positions
#3St. Clair Advisors, LLCActive
Slight overlap · 3 shared positions
$PGR$AMGN$MMM
$376M
82 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.