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Hedge Funds Similar to Joule Financial

13F Portfolio OverlapQ2 2026Joule Financial portfolio →
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Most similar hedge funds by 13F overlap

Joule Financial, LLC is an institutional investor managing $369M across 116 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 Joule Financial are Williamson Legacy Group, ARP Global Ltd, Goldstream Ltd, with shared positions in $BE, $CIEN, $CMI, $GLW, $FSLR, $CCJ. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$BE$CIEN$CMI$GLW
$201M
75 positions
#2ARP Global Capital LtdActive
Some overlap · 3 shared positions
$BE$FSLR$CCJ
$232M
25 positions
#3Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$BE$CIEN$GLW$TXN
$132M
45 positions
#4BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$BE$ARM$GLW$CIEN
$462M
122 positions
#5Tribune Investment Group LPActive
Some overlap · 4 shared positions
$BE$CCJ$GLW$OKLO
$247M
34 positions
#6Credit Capital Investments LLCActive
Some overlap · 4 shared positions
$BE$FSLR$CIEN$CCJ
$175M
42 positions
#7Robeco Schweiz AGActive
Some overlap · 4 shared positions
$FSLR$BE$ARM$GLW
$6.2B
126 positions
#8Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$BE$GLW$OKLO$FSLR
$63M
54 positions
#9VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$BE$ARM$GLW
$315M
33 positions
#10UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$BE$ARM$CIEN$GLW
$1.5B
39 positions
#11BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$CMI$DE$PFE$TXN$GLW$EMR
$263M
90 positions
#12Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$BE$CMI$FSLR
$129M
94 positions
#13Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$BE$GLW$TXN
$593M
84 positions
#14Caitong International Asset Management Co., LtdPassive
Some overlap · 4 shared positions
$BE$GLW$TXN$BABA
$729M
2,999 positions
#15Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$CMI$DE$GLW$PFE$EMR
$262M
98 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$CMI$DE$GLW$EMR$PEP$UNP
$239M
126 positions
#17Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$BE$CIEN$GLW
$224M
160 positions
#18CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$CMI$DE$GLW$TXN$PEP
$859M
140 positions
#19Adams Wealth ManagementActive
Some overlap · 4 shared positions
$FSLR$ARM$BE$EMR
$522M
147 positions
#20TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$BE$CIEN$ARM$GLW
$117M
54 positions
#21Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$CIEN$ARM$GLW
$421M
459 positions
#22New England Professional Planning Group Inc.Smart money
Some overlap · 5 shared positions
$CMI$DE$PFE$TXN$UNP
$268M
50 positions
#23NovaPoint Capital, LLCPassive
Some overlap · 6 shared positions
$CMI$GLW$TXN$SPGI$PEP$UNP
$481M
161 positions
#24DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$CMI$DE$PFE$EMR$PEP
$530M
92 positions
#25Westwind CapitalPassive
Some overlap · 3 shared positions
$BE$CIEN$TXN
$422M
77 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.