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 jvl associates

13F Portfolio OverlapQ2 2026jvl associates portfolio →

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Most similar hedge funds by 13F overlap

jvl associates llc is an institutional investor managing $352M across 79 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 jvl associates are Hummer Financial Advisory Services, Bear Mountain, Audent Global Asset, with shared positions in $MDY, $CTAS, $ACN, $ADP, $BABA, $SBUX. The full ranking of 25 similar funds is below.

#1Hummer Financial Advisory Services IncActive

Notable overlap · 4 shared positions

$MDY $CTAS $ACN $ADP

$152M

129 positions

#2Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$MDY $BABA $SBUX $ADP

$345M

214 positions

#3Audent Global Asset Management, LLCPassive

Some overlap · 3 shared positions

$MDY $ACN $SBUX

$90M

46 positions

#4Ascent Wealth Partners, LLCActive

Some overlap · 3 shared positions

$MDY $CTAS $SYK

$1.0B

200 positions

#5SSA SWISS ADVISORS AGPassive

Some overlap · 3 shared positions

$MDY $BABA $FTNT

$266M

107 positions

#6Investment Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MDY $LIN $FTNT

$461M

220 positions

#7UNION SAVINGS BANKActive

Some overlap · 3 shared positions

$MDY $SYK $ADP

$249M

322 positions

#8WealthSpring Partners, LLCActive

Some overlap · 3 shared positions

$MDY $SYK $SBUX

$116M

71 positions

#9St. Johns Investment Management Company, LLCPassive

Slight overlap · 3 shared positions

$MDY $SYK $FTNT

$264M

201 positions

#10First Financial Bank - Trust DivisionActive

Slight overlap · 3 shared positions

$MDY $SYK $LIN

$1.4B

208 positions

#11Cushing Capital Partners, LLCPassive

Slight overlap · 5 shared positions

$CTAS $SYK $ACN $LIN $ADP

$145M

99 positions

#12COMPASS CAPITAL MANAGEMENT, INCActive

Slight overlap · 5 shared positions

$CTAS $SYK $ACN $LIN $ADP

$1.7B

91 positions

#13Bank of New HampshirePassive

Slight overlap · 3 shared positions

$MDY $SYK $ADP

$479M

537 positions

#14CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$CTAS $SYK $LIN $ADP $FTNT

$456M

67 positions

#15SFM, LLCActive

Slight overlap · 3 shared positions

$MDY $SYK $LIN

$195M

69 positions

#16DAVIS-REA LTD.Active

Slight overlap · 4 shared positions

$CTAS $SYK $ACN $LIN

$351M

45 positions

#17DEARBORN PARTNERS LLCPassive

Slight overlap · 4 shared positions

$CTAS $SYK $ACN $ADP

$1.8B

269 positions

#18MCDANIEL TERRY & COActive

Slight overlap · 4 shared positions

$CTAS $SYK $ACN $ADP

$1.3B

81 positions

#19Lakeshore Capital Group, Inc.Passive

Slight overlap · 3 shared positions

$BABA $SYK $SBUX

$135M

74 positions

#20Kaydan Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$MDY $SYK $FTNT

$328M

115 positions

#21CWS Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $SYK $LIN

$451M

171 positions

#22FIRST MERCHANTS CORPActive

Slight overlap · 4 shared positions

$MDY $SYK $LIN $FTNT

$2.8B

361 positions

#23Pegasus Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$MDY $SYK $SBUX

$351M

75 positions

#24Hendershot Investments Inc.Active

Slight overlap · 4 shared positions

$SYK $GNTX $ACN $ADP

$766M

134 positions

#25Long Road Investment Counsel, LLCActive

Slight overlap · 4 shared positions

$CTAS $SYK $SBUX $ADP

$271M

80 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.