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Hedge Funds Similar to JPL Wealth ,

13F Portfolio OverlapQ1 2026JPL Wealth , portfolio →
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Most similar hedge funds by 13F overlap

JPL Wealth Management, LLC is an institutional investor managing $435M across 1,554 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 JPL Wealth , are Investment Counsel,, Greystone Financial Group,, Vertrix Wealth ,, with shared positions in $MS, $WT, $DE, $LAMR, $GILD, $NOC. The full ranking of 25 similar funds is below.

#1Capital Investment Counsel, LLCPassive
Notable overlap · 15 shared positions
$MS$WT$DE$LAMR$GILD$NOC
$730M
147 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MS$IBM$AMGN$EMR
$353M
78 positions
#3Vertrix Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MS$IBM$AMGN$EMR
$272M
95 positions
#4William B. Walkup & Associates, Inc.Active
Notable overlap · 7 shared positions
$UNH$MS$NOC$DHI$DE$EMR
$167M
163 positions
#5EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$UNH$MS$GILD$MDLZ$SO$AMGN
$1.4B
56 positions
#6D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$SNOW$MS$UNH
$772M
299 positions
#7Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$SNOW$MS$WT
$415M
51 positions
#8Systelligence, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$WT
$514M
56 positions
#9Clarity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$SNOW$MS$WT$DE$EMR
$198M
290 positions
#10Harrington Investments, INCPassive
Some overlap · 6 shared positions
$SNOW$GILD$DE$DLR$AMGN$EMR
$190M
84 positions
#11Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$MS$UNH
$174M
47 positions
#12Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$WT
$188M
121 positions
#13Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SNOW$MS$GILD$DE
$313M
119 positions
#14Pearl Planning LLCActive
Some overlap · 3 shared positions
$SNOW$MS$IBM
$187M
52 positions
#15Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$SO$DLR$DE
$278M
160 positions
#16North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$WT$GILD$AMGN
$108M
97 positions
#17Mach-1 Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$MS$NOC
$284M
161 positions
#18American TrustActive
Some overlap · 3 shared positions
$SNOW$MS$DE
$1.1B
313 positions
#19ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$SNOW$MDLZ$IBM$AMGN
$282M
95 positions
#20Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$WT$GILD
$340M
102 positions
#21Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$SNOW$MS$DE$NOC$SO$AMGN
$333M
124 positions
#22NORTHLAND SECURITIES, INC.Active
Some overlap · 5 shared positions
$SNOW$EMR$UNH$MDLZ$DE
$105M
107 positions
#23MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$WT$IBM$AMGN
$260M
146 positions
#24Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$UNH$MS$SO$IBM$ORLY$AMGN
$168M
136 positions
#25Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$MS$GILD
$143M
96 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.