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 OverlapQ1 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 $990M across 224 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 JAMISON PRIVATE WEALTH , are Family Legacy,, Eliot Finkel Investment Counsel,, OmniStar Financial Group,, with shared positions in $AMAT, $VMC, $LMT, $KO, $AMGN, $SO. The full ranking of 25 similar funds is below.

#1Family Legacy, Inc.Passive

Notable overlap · 9 shared positions

$AMAT $VMC $LMT $KO $AMGN $SO

$333M

124 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$AMAT $UPS $LMT $MCD $GLW $AMGN

$184M

32 positions

#3OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$UPS $BAC $LMT $GLW $SCCO $KO

$193M

108 positions

#4Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$AMAT $BAC $SCHW $KO $WM $AMGN

$163M

52 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SO $SCHW $LMT $BAC $KO $AMGN

$1.4B

56 positions

#6Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$SO $WM $BAC $GLW $AMGN $LMT

$215M

125 positions

#7ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active

Notable overlap · 8 shared positions

$VMC $BAC $UPS $MCD $WM $AMGN

$168M

59 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$UPS $SO $LMT $MCD $KO $DUK

$220M

148 positions

#9PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$AMAT $WM $BAC $VMC $AMD

$34.1B

135 positions

#10CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$UPS $BAC $GLW $KO $AMGN $DUK

$1.3B

118 positions

#11Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$UPS $BAC $LMT $AMGN $MCD $KO

$170M

82 positions

#12CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$AMAT $SCHW $MCD $GLW $KO

$1.4B

80 positions

#13UNITED BANKActive

Notable overlap · 7 shared positions

$WM $MCD $GLW $AMGN $LMT $SCHW

$781M

121 positions

#14Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WM $LMT $MCD $KO $AMGN $DUK

$353M

78 positions

#15Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$UPS $BAC $MCD $KO $AMGN

$223M

109 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WM $LMT $MCD $KO $AMGN $DUK

$272M

95 positions

#17BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$WM $BAC $SCHW $LMT $MCD

$2.3B

264 positions

#18Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$WM $MCD $BAC $LMT $AMGN $KO

$245M

98 positions

#19Capital Investment Counsel, IncActive

Some overlap · 7 shared positions

$AMAT $KO $LMT $SCHW $AMD $BAC

$816M

249 positions

#20CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$AMAT $LMT $SO $AMD $DUK

$1.0B

93 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$LMT $MCD $GLW $AMGN $KO $DUK

$480M

133 positions

#22LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$BAC $LMT $MCD $KO $UPS $DUK

$533M

126 positions

#23CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$AMAT $MCD $KO $LMT $SO $UPS

$1.2B

207 positions

#24Stillwater Wealth Management GroupPassive

Some overlap · 5 shared positions

$WM $LMT $MCD $KO $AMGN

$162M

77 positions

#25Core Alternative CapitalPassive

Some overlap · 5 shared positions

$WM $SO $LMT $MCD $AMD

$339M

205 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.