Hedge Funds Similar to JP Wealth ,

13F Portfolio OverlapQ1 2026JP Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JP Wealth Management, Inc. is an institutional investor managing $159M across 14 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 JP Wealth , are Cauble & Harre Wealth ,, Evanson Asset ,, TrustWell Financial Advisors,, with shared positions in $AMN, $PHYS, $SNOW, $DOV, $STEW, $TSI. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $PHYS $SNOW

$126M

74 positions

#2Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$PHYS $AMN $DOV

$1.9B

321 positions

#3TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $DOV $SNOW

$106M

70 positions

#41607 Capital Partners, LLCActive

Notable overlap · 3 shared positions

$PHYS $STEW $TSI

$1.4B

139 positions

#5Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $PHYS $SNOW

$1.5B

686 positions

#6McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $DOV $SNOW

$119M

65 positions

#7ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$AMN $DOV $SNOW

$158M

125 positions

#8Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$AMN $DOV $SNOW

$197M

59 positions

#9Tillman Hartley LLCActive

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$398M

88 positions

#10Vawter Financial, Ltd.Passive

Some overlap · 3 shared positions

$AMN $PHYS $SNOW

$238M

122 positions

#11ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMN $PHYS $SNOW

$197M

204 positions

#12Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$395M

110 positions

#13Integrity Wealth Solutions LLCPassive

Some overlap · 3 shared positions

$AMN $SNOW $DOV

$255M

130 positions

#143EDGE Asset Management, LPSmart money

Some overlap · 3 shared positions

$AMN $PHYS $DOV

$2.1B

91 positions

#15Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$190M

82 positions

#16Lantern Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$195M

174 positions

#17Frankly Finances, LLCActive

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$110M

64 positions

#18LexAurum Advisors, LLCPassive

Some overlap · 3 shared positions

$PHYS $AMN $SNOW

$771M

400 positions

#19Intergy Private Wealth, LLCActive

Some overlap · 3 shared positions

$AMN $DOV $SNOW

$341M

123 positions

#20Towneley Capital Management, Inc / DESmart money

Some overlap · 4 shared positions

$AMN $DOV $SNOW $PHYS

$478M

42 positions

#21L.K. Benson & Company, P.C.Active

Slight overlap · 3 shared positions

$AMN $DOV $SNOW

$302M

113 positions

#22Abacus Planning Group, Inc.Active

Slight overlap · 4 shared positions

$PHYS $AMN $DOV $SNOW

$743M

264 positions

#23LEAVELL INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$PHYS $DOV $SNOW

$2.4B

603 positions

#24Etesian Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$AMN $DOV $SNOW

$313M

138 positions

#25Signature Resources Capital Management, LLCActive

Slight overlap · 3 shared positions

$AMN $DOV $SNOW

$211M

664 positions

Compare JP Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View JP Wealth ,’s holdings

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.