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Hedge Funds Similar to JDM Financial Group

13F Portfolio OverlapQ1 2026JDM Financial Group portfolio →
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Most similar hedge funds by 13F overlap

JDM Financial Group LLC is an institutional investor managing $259M across 318 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 JDM Financial Group are SENTINEL PENSION ADVISORS,, POTOMAC FUND /ADV, Paragon Ltd, with shared positions in $BDX, $GMM, $SCHW, $ABNB, $SAN, $GILD. The full ranking of 25 similar funds is below.

#1SENTINEL PENSION ADVISORS, LLCActive
Notable overlap · 3 shared positions
$BDX$GMM$SCHW
$676M
137 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$ABNB$SAN$GILD
$2.9B
105 positions
#3Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$ABNB$MDY$HUM
$476M
199 positions
#4Tranquilli Financial Advisor LLCPassive
Notable overlap · 4 shared positions
$SCHW$GMM$BDX$SNOW
$171M
132 positions
#5David Kennon IncSmart money
Notable overlap · 3 shared positions
$SCHW$GMM$BDX
$279M
41 positions
#6LPWM LLCActive
Notable overlap · 3 shared positions
$GMM$SCHW$SAN
$396M
94 positions
#7CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 4 shared positions
$GMM$SCHW$BDX$SNOW
$971M
146 positions
#8JIM SAULNIER & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$GMM$SCHW$SNOW$HUM
$205M
139 positions
#9Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SCHW$GMM$HUM
$255M
49 positions
#10Uptown Financial Advisors LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$SNOW$KKR$HUM
$126M
76 positions
#11North Forty Two & Co.Passive
Some overlap · 3 shared positions
$ABNB$SNOW$GILD
$108M
97 positions
#12Chaney Capital Management, Inc.Smart money
Some overlap · 4 shared positions
$GMM$SCHW$KKR$HUM
$284M
41 positions
#13CRUX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$BDX$SCHW$HUM
$261M
181 positions
#14Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$BDX$SCHW$KKR
$160M
1,015 positions
#15WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$BDX$GE$MU
$625M
176 positions
#16Walsh & Associates, LLCPassive
Some overlap · 5 shared positions
$GMM$SNOW$CTVA$KKR$HUM
$101M
287 positions
#17Note Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$ABNB$GILD$HUM
$200M
85 positions
#18Aquire Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$GMM$SCHW$MDY
$381M
49 positions
#19McNamara Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GMM$SCHW$KKR$GE$HUM
$528M
99 positions
#20Grey Fox Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$SNOW$CTVA$HUM
$518M
140 positions
#21Financial Futures Ltd Liability Co.Active
Some overlap · 6 shared positions
$SCHW$ABNB$SNOW$DIA$MDY$KKR
$228M
72 positions
#22Northeast Financial Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$SNOW$GMM
$404M
90 positions
#23Bulwark Capital CorpActive
Some overlap · 6 shared positions
$ABNB$SAN$SNOW$KKR$HUM$GE
$162M
100 positions
#24Impact Partnership Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$GILD
$810M
363 positions
#25Sand Hill Global Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$MDY
$3.0B
204 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.