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Hedge Funds Similar to JDM Financial Group

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

JDM Financial Group LLC is an institutional investor managing $293M across 332 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 JDM Financial Group are McGinn Penninger Investment, Tandem Investment Partners, Benson Wealth, with shared positions in $SPG, $BA, $DOV, $MDY, $CAH, $GILD. The full ranking of 25 similar funds is below.

#1McGinn Penninger Investment Management, Inc.Active
Some overlap · 3 shared positions
$SPG$BA$DOV
$164M
38 positions
#2Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$CAH$GILD$AMGN
$130M
76 positions
#3Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$SPG$GBTC$PLTR
$99M
367 positions
#4WealthSpring Partners, LLCActive
Some overlap · 4 shared positions
$MDY$SRE$AMGN$DOV
$116M
71 positions
#5Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$CAH$AMGN$WFC
$246M
140 positions
#6LAM GROUP, INC.Active
Some overlap · 5 shared positions
$MDY$BA$AMGN$PLTR$WFC
$201M
139 positions
#7TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$SRE$BA
$186M
132 positions
#8TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$CAH$AMGN
$1.7B
278 positions
#9Bay Rivers GroupPassive
Some overlap · 4 shared positions
$MDY$BA$AMGN$PLTR
$293M
126 positions
#10Element Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDY$SPG$WFC
$267M
214 positions
#11Delap Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$MDY$SPG$WFC
$296M
90 positions
#12MCF Advisors LLCPassive
Slight overlap · 4 shared positions
$MDY$BA$AMGN$STT
$2.8B
1,403 positions
#13DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$SPG$SRE$EQIX
$10.6B
162 positions
#14Bear Mountain Capital, Inc.Active
Slight overlap · 4 shared positions
$MDY$BA$PLTR$GBTC
$345M
214 positions
#15Junk Investment Group, LLCActive
Slight overlap · 4 shared positions
$MDY$AMGN$DOV$WFC
$226M
97 positions
#16Providence Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$BA$CAH
$176M
60 positions
#17Rise Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$BA$AMGN
$355M
103 positions
#18SONATA CAPITAL GROUP INCActive
Slight overlap · 4 shared positions
$MDY$BA$DOV$WFC
$310M
128 positions
#19Clientfirst Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$MDY$SPG$PLTR
$122M
53 positions
#20RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 4 shared positions
$MDY$AMGN$PLTR$STT
$581M
172 positions
#21Intrepid Financial Planning Group LLCPassive
Slight overlap · 4 shared positions
$MDY$AMGN$PLTR$STT
$294M
135 positions
#22Investment Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$MDY$AMGN$PLTR$STT
$461M
220 positions
#23Montz Harcus Wealth Management LLCActive
Slight overlap · 3 shared positions
$MDY$BA$GBTC
$281M
100 positions
#24TSG Advice Partners, LLC
Slight overlap · 3 shared positions
$MDY$GILD$DOV
$667M
135 positions
#25Expressive Wealth LLCPassive
Slight overlap · 3 shared positions
$MDY$GILD$PLTR
$106M
133 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.