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Hedge Funds Similar to James J. Burns & Company,

13F Portfolio OverlapQ1 2026James J. Burns & Company, portfolio →
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Most similar hedge funds by 13F overlap

James J. Burns & Company, LLC is an institutional investor managing $737M across 155 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 J. Burns & Company, are FIDUCIARY ADVISORS,, Juno Financial Group, Verus Financial Partners,, with shared positions in $BRZE, $DHR, $SE, $PM, $HUM, $SLV. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$DHR$SE
$133M
121 positions
#2Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$BRZE$DHR$SE$PM$HUM
$255M
70 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DHR$PM
$1.1B
121 positions
#4Charter Oak Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DHR$HUM
$1.3B
208 positions
#5Swisher Financial Concepts, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$SLV$PM$AGQ
$179M
102 positions
#6Sageworth Trust Co of South DakotaActive
Notable overlap · 4 shared positions
$BRZE$DHR$GSAT$PM
$126M
56 positions
#7St. Louis Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DHR$PM
$856M
145 positions
#8Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$BRZE$DHR$HUM
$1.0B
229 positions
#9Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DHR$HUM
$382M
55 positions
#10Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$T$HUM
$143M
56 positions
#11Gibson Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$T$AGQ
$149M
37 positions
#12Vanguard National Trust CoActive
Notable overlap · 3 shared positions
$BRZE$UNH$HUM
$1.6B
751 positions
#13Madison Park Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$DHR$AGQ$HUM
$127M
62 positions
#14VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$HUM$DHR
$25.5B
668 positions
#15Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$HUM$SE
$341M
64 positions
#16Joseph Group Capital ManagementPassive
Notable overlap · 3 shared positions
$BRZE$T$HUM
$400M
379 positions
#17GRANVILLE CAPITAL, INC.Active
Notable overlap · 4 shared positions
$BRZE$SLV$AGQ$HUM
$191M
86 positions
#18Capital Investment Management, Inc.Active
Notable overlap · 4 shared positions
$BRZE$SE$T$PM
$291M
125 positions
#19Downshift Financial, LLCActive
Notable overlap · 4 shared positions
$BRZE$DHR$SE$HUM
$193M
77 positions
#20White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$BRZE$DHR$PM$HUM
$721M
145 positions
#21CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DHR$SE
$324M
77 positions
#22Provenance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$HUM$QUBT$AGQ
$945M
412 positions
#23Briggs Wealth Management, IncSmart money
Notable overlap · 4 shared positions
$BRZE$VZ$ICFI$HUM
$94M
58 positions
#24MontVue Capital Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$DHR$VZ
$147M
67 positions
#25Capstone Financial Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DHR$HUM
$1.9B
187 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.