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 OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to jvl associates are HANOVER ADVISORS, IFG Advisors,, Finley Financial,, with shared positions in $EPAM, $MDY, $SNOW, $ICFI, $CTAS, $SBUX. The full ranking of 25 similar funds is below.

#1HANOVER ADVISORS INCActive

Some overlap · 3 shared positions

$EPAM $MDY $SNOW

$246M

118 positions

#2IFG Advisors, LLCActive

Some overlap · 4 shared positions

$MDY $SNOW $ICFI $CTAS

$611M

149 positions

#3Finley Financial, LLCActive

Some overlap · 4 shared positions

$EPAM $MDY $SNOW $SBUX

$214M

107 positions

#4Diversified Portfolios, Inc.Active

Some overlap · 3 shared positions

$EPAM $MDY $SNOW

$1.2B

174 positions

#5Hummer Financial Advisory Services IncActive

Some overlap · 3 shared positions

$MDY $ACN $CTAS

$141M

129 positions

#6Arvest Bank Trust DivisionPassive

Some overlap · 3 shared positions

$MDY $ACN $AMAT

$1.8B

221 positions

#7William Howard & Co Financial Advisors IncSmart money

Some overlap · 4 shared positions

$EPAM $ICFI $SNOW $SYK

$116M

54 positions

#8Audent Global Asset Management, LLCPassive

Some overlap · 5 shared positions

$MDY $ICFI $ACN $AMAT $SBUX

$100M

51 positions

#9ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$MDY $ICFI $AMAT $SYK

$228M

90 positions

#10Financial Council, LLCActive

Some overlap · 3 shared positions

$EPAM $AMAT $SBUX

$259M

101 positions

#11BigSur Wealth Management LLCPassive

Some overlap · 3 shared positions

$EPAM $BABA $CTAS

$356M

163 positions

#12SONATA CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$MDY $SNOW $EPAM $ICFI $SBUX

$271M

123 positions

#13Ascent Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$MDY $CTAS $AMAT $SYK

$860M

188 positions

#14SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$MDY $EPAM $SNOW

$125M

39 positions

#15Renasant BankPassive

Some overlap · 3 shared positions

$EPAM $SNOW $ACN

$141M

137 positions

#16MONTAG A & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$MDY $AMAT $SYK

$2.2B

940 positions

#17Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 3 shared positions

$MDY $SNOW $EPAM

$257M

109 positions

#18GFS Advisors, LLCPassive

Some overlap · 3 shared positions

$MDY $BABA $ACN

$785M

159 positions

#19Waldron Private Wealth LLCActive

Slight overlap · 4 shared positions

$EPAM $MDY $SNOW $SYK

$2.6B

342 positions

#20ARK & TLK INVESTMENTS, LLCActive

Slight overlap · 4 shared positions

$MDY $SNOW $ICFI $SYK

$370M

119 positions

#21Highview Capital Management LLC/DE/Passive

Slight overlap · 3 shared positions

$MDY $SNOW $AMAT

$275M

101 positions

#22Fiduciary Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$EPAM $SNOW $MDY

$153M

60 positions

#23NORRIS PERNE & FRENCH LLP/MIActive

Slight overlap · 3 shared positions

$EPAM $AMAT $SYK

$1.5B

139 positions

#24Calamos Wealth Management LLCPassive

Slight overlap · 3 shared positions

$EPAM $AMAT $SYK

$2.9B

546 positions

#25Midwest Professional Planners, LTD.Passive

Slight overlap · 3 shared positions

$EPAM $SNOW $AMAT

$425M

137 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.