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Hedge Funds Similar to Joule Financial,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Joule Financial, are WBH ADVISORY, ESG Planning DBA Harper Investing, MontVue ,, with shared positions in $MAR, $HSY, $MKL, $SNOW, $DE, $IBM. The full ranking of 25 similar funds is below.

#1WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$MAR$HSY$MKL$SNOW
$1.3B
350 positions
#2ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$MAR$HSY$MKL
$229M
75 positions
#3MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$HSY$MKL
$147M
67 positions
#4TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 4 shared positions
$MAR$HSY$DE$IBM
$319M
206 positions
#5Long Island Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MAR$MKL$HSY$SNOW$IBM
$216M
89 positions
#6Richmond Brothers, Inc.Smart money
Some overlap · 3 shared positions
$MAR$HSY$SNOW
$150M
36 positions
#7Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$MAR$HSY$SNOW
$302M
51 positions
#8Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$HSY$SNOW
$1.8B
57 positions
#9Idaho Trust CoPassive
Some overlap · 5 shared positions
$MAR$MKL$HSY$SNOW$BABA
$308M
97 positions
#10North Forty Two & Co.Passive
Some overlap · 4 shared positions
$HSY$MAR$SNOW$CMI
$108M
97 positions
#11ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$HSY$MKL$DE
$875M
989 positions
#12KDK Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$HSY$SNOW
$109M
60 positions
#13Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$HSY$SNOW
$254M
108 positions
#14Sharper & Granite LLCPassive
Some overlap · 4 shared positions
$MAR$HSY$GLW$IBM
$293M
107 positions
#15Retireful, LLCPassive
Some overlap · 5 shared positions
$MAR$CIEN$CMI$BKR$GLW
$71M
84 positions
#16Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$MAR$HSY$SNOW$GLW
$116M
80 positions
#17PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$HSY$FSLR
$338M
107 positions
#18Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MAR$MKL$HSY$IBM
$191M
88 positions
#19Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$MAR$BE$CMI$FSLR
$118M
85 positions
#20Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MAR$HSY$IBM
$148M
83 positions
#21Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MAR$HSY$SNOW$IBM
$257M
109 positions
#22BAILARD, INC.Passive
Some overlap · 3 shared positions
$MAR$MKL$CMI
$4.4B
736 positions
#23Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MAR$MKL$KR
$252M
96 positions
#24PCG ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MAR$MKL$SNOW
$125M
78 positions
#25Christensen, King & Associates Investment Services, Inc.Active
Slight overlap · 3 shared positions
$MAR$MKL$SNOW
$233M
105 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.