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 James J. Burns & Company

13F Portfolio OverlapQ2 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 $924M across 163 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 James J. Burns & Company are STALEY ADVISERS, VISION FINANCIAL MARKETS, Powers Advisory Group, with shared positions in $HSIC, $PM, $VZ, $KKR, $MCD, $ED. The full ranking of 25 similar funds is below.

#1STALEY CAPITAL ADVISERS INCActive

Some overlap · 4 shared positions

$HSIC $PM $VZ $KKR

$2.6B

193 positions

#2VISION FINANCIAL MARKETS LLCPassive

Slight overlap · 5 shared positions

$MCD $PM $ED $T $VZ

$115M

413 positions

#3Powers Advisory Group, LLCActive

Slight overlap · 5 shared positions

$MCD $PM $ED $CL $VZ

$319M

130 positions

#4Keystone Financial Planning, Inc.Smart money

Slight overlap · 5 shared positions

$MCD $PM $T $CL $VZ

$388M

39 positions

#5MARINO, STRAM & ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$MCD $PM $ED $VZ

$628M

202 positions

#6Coston, McIsaac & PartnersPassive

Slight overlap · 4 shared positions

$MCD $PM $ED $VZ

$497M

948 positions

#7Tilson Financial Group, Inc.Active

Slight overlap · 4 shared positions

$MCD $PM $ED $VZ

$364M

86 positions

#8MAIMON WEALTH MANAGEMENT LTD.Passive

Slight overlap · 4 shared positions

$MCD $PM $T $CL

$130M

80 positions

#9W ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$220M

153 positions

#10DCM Advisors, LLCActive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$253M

38 positions

#11Orographic Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$151M

105 positions

#12FARMERS TRUST CO

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$637M

203 positions

#13Paradigm Capital Management, LLC/NVActive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$116M

65 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$233M

122 positions

#15Hayek Kallen Investment ManagementActive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$330M

97 positions

#16Windle Wealth, LLCActive

Slight overlap · 4 shared positions

$MCD $ED $T $VZ

$249M

35 positions

#17Welch Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $ED $CL $VZ

$2.9B

326 positions

#18Marshall Financial Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $ED $VZ $ANET

$686M

311 positions

#19CAPITAL CITY TRUST CO/FLPassive

Slight overlap · 4 shared positions

$MCD $PM $CL $ANET

$482M

129 positions

#20Veratis Advisors, Inc.Passive

Slight overlap · 3 shared positions

$MCD $PM $ED

$141M

84 positions

#21MARTINGALE ASSET MANAGEMENT L PPassive

Slight overlap · 4 shared positions

$PM $ED $T $VZ

$4.2B

828 positions

#22Axis Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $T $VZ

$208M

183 positions

#23POM Investment Strategies, LLCActive

Slight overlap · 4 shared positions

$PM $ED $T $ANET

$88M

350 positions

#24GoalVest Advisory LLCActive

Slight overlap · 3 shared positions

$MCD $PM $T

$539M

500 positions

#25Heritage Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$MCD $PM $T

$401M

272 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.