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 JAMISON PRIVATE WEALTH

13F Portfolio OverlapQ3 2026JAMISON PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

JAMISON PRIVATE WEALTH MANAGEMENT, INC. is an institutional investor managing $988M across 228 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 JAMISON PRIVATE WEALTH are Eliot Finkel Investment Counsel, OmniStar Financial Group, First Fiduciary Investment Counsel, with shared positions in $GLW, $UPS, $AMGN, $MCD, $LMT, $SO. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$GLW $UPS $AMGN $MCD $LMT

$214M

33 positions

#2OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$UPS $GLW $SO $LMT $SCCO

$230M

116 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$WM $SO $BX $AMGN $MCD $LMT

$521M

77 positions

#4Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$WM $GLW $SO $MCD $LMT $AMGN

$330M

128 positions

#5Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$GLW $WM $BX $MCD $LMT

$327M

94 positions

#6OPUS INVESTMENT MANAGEMENT INCSmart money

Some overlap · 5 shared positions

$UPS $WM $AMGN $MCD $LMT

$183M

31 positions

#7UNITED BANKActive

Some overlap · 5 shared positions

$GLW $WM $AMGN $MCD $LMT

$853M

130 positions

#8Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$UPS $SCHW $QCOM $AMGN $LMT $GLW

$762M

267 positions

#9Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$GLW $SO $WM $AMGN $LMT

$231M

125 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$GLW $QCOM $AMGN $MCD $LMT

$504M

136 positions

#11LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 5 shared positions

$GLW $WM $SCHW $AMGN $MCD

$155M

88 positions

#12Family Legacy, Inc.Passive

Some overlap · 5 shared positions

$VMC $SO $AMGN $WM $LMT

$363M

124 positions

#13PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$WM $SO $QCOM $AMGN $MCD

$1.2B

103 positions

#14SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$WM $SO $QCOM $AMGN $MCD

$1.3B

97 positions

#15DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$WM $SCHW $QCOM $AMGN $MCD

$275M

99 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$WM $SCHW $QCOM $MCD $LMT

$2.5B

270 positions

#17ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active

Some overlap · 6 shared positions

$VMC $UPS $MCD $WM $AMGN $SO

$193M

63 positions

#18Core Alternative CapitalPassive

Some overlap · 5 shared positions

$WM $SO $QCOM $MCD $LMT

$334M

201 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$SO $BX $QCOM $AMGN $MCD

$203M

58 positions

#20CHEMUNG CANAL TRUST COActive

Some overlap · 5 shared positions

$GLW $WM $MCD $SO $AMGN

$541M

111 positions

#21Harvest Investment Advisors, LLCActive

Some overlap · 5 shared positions

$UPS $BX $QCOM $AMGN $LMT

$202M

58 positions

#22MainStreet Investment Advisors LLCActive

Some overlap · 5 shared positions

$WM $SO $MCD $LMT $QCOM

$734M

166 positions

#23Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$WM $QCOM $LMT $SCHW $MCD

$113M

87 positions

#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GLW $SO $QCOM $MCD

$1.1B

90 positions

#25Boit C F DavidPassive

Some overlap · 5 shared positions

$GLW $QCOM $MCD $LMT $AMGN

$238M

85 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.