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Hedge Funds Similar to Jessup Wealth

13F Portfolio OverlapQ3 2026Jessup Wealth portfolio →
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Most similar hedge funds by 13F overlap

Jessup Wealth Management, Inc is an institutional investor managing $476M across 86 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Jessup Wealth are OceanIQ, First Washington, DAVIDSON KEMPNER, with shared positions in $BABA, $CRWD, $UPS, $GNRC, $TMUS, $BA. The full ranking of 25 similar funds is below.

#1OceanIQ Capital, LLCActive
Some overlap · 3 shared positions
$BABA$CRWD$UPS
$190M
102 positions
#2First Washington CORPActive
Some overlap · 3 shared positions
$BABA$CRWD$GNRC
$418M
51 positions
#3DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive
Some overlap · 3 shared positions
$BABA$TMUS$BA
$8.4B
241 positions
#4Rinkey InvestmentsActive
Some overlap · 3 shared positions
$TMUS$CRWD$CSX
$425M
128 positions
#5Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$CSX$CINF$NUE
$259M
124 positions
#6AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TMUS$CRWD$NVO
$348M
178 positions
#7MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$CSX$CRWD$NVO$GNRC
$446M
84 positions
#8Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$NVO$BABA$SNDK
$58M
126 positions
#9Knuff & Co LLCPassive
Some overlap · 3 shared positions
$NVO$BABA$BA
$395M
142 positions
#10Capula Management LtdActive
Some overlap · 3 shared positions
$BABA$UPS$BA
$28.0B
700 positions
#11MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BABA$UPS$BA
$3.9B
80 positions
#12PenderFund Capital Management Ltd.Passive
Some overlap · 3 shared positions
$BABA$GNRC$KKR
$780M
231 positions
#13TICINO WEALTHPassive
Some overlap · 3 shared positions
$TMUS$CRWD$UPS
$324M
136 positions
#14Stelac Advisory Services LLCPassive
Some overlap · 3 shared positions
$BABA$CRWD$NVO
$537M
168 positions
#15Cygnus Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$NVO$BABA$UPS
$147M
74 positions
#16Eos Management, L.P.Active
Some overlap · 3 shared positions
$BABA$CRWD$SHW
$254M
35 positions
#17Fountainhead AM, LLCPassive
Some overlap · 3 shared positions
$NVO$SNDK$CRWD
$135M
221 positions
#18RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$NVO$CRWD$BA
$540M
85 positions
#19Jain Global LLCPassive
Some overlap · 3 shared positions
$BABA$SNDK$CRWD
$25.4B
1,706 positions
#20Limestone Investment Advisors LPPassive
Some overlap · 3 shared positions
$BABA$NVO$BA
$1.3B
558 positions
#21Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$CRWD$CINF$NUE$SHW
$615M
145 positions
#22Volterra Technologies LPPassive
Some overlap · 3 shared positions
$TMUS$CRWD$KKR
$694M
303 positions
#23Owlhouse Capital LPActive
Some overlap · 3 shared positions
$TMUS$NUE$BA
$65M
40 positions
#24Brevan Howard Capital Management LPPassive
Some overlap · 5 shared positions
$BABA$CRWD$SNDK$TMUS$BA
$13.5B
2,030 positions
#25OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$NVO$GNRC$BA
$385M
108 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.