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Hedge Funds Similar to JPL Wealth

13F Portfolio OverlapQ2 2026JPL Wealth portfolio →
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Most similar hedge funds by 13F overlap

JPL Wealth Management, LLC is an institutional investor managing $504M across 1,876 U.S. equity positions as of Q2 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, Richwood Investment Advisors, Harrington Investments, with shared positions in $LAMR, $DE, $ING, $DHI, $MS, $AMGN. The full ranking of 25 similar funds is below.

#1Capital Investment Counsel, LLCPassive
Substantial overlap · 16 shared positions
$LAMR$DE$ING$DHI$MS$AMGN
$805M
155 positions
#2Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$AMGN$MS$NOC$PEP$GILD
$142M
106 positions
#3Harrington Investments, INCPassive
Some overlap · 5 shared positions
$DE$AMGN$EMR$DLR$GILD
$209M
80 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$GILD$MS$SO$AMGN$PEP
$1.3B
58 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$AMGN$SO$PEP$EMR
$231M
125 positions
#6TriCert Investment Counsel Inc.Passive
Some overlap · 4 shared positions
$DE$ING$MS$AMGN
$1.1B
88 positions
#7First PREMIER BankPassive
Some overlap · 5 shared positions
$AMGN$SO$EMR$PEP$PEG
$621M
388 positions
#8WealthCare Asset Management, LLCActive
Some overlap · 5 shared positions
$LAMR$ORLY$AMGN$DE$PEP
$116M
59 positions
#9Lipe & DaltonPassive
Some overlap · 4 shared positions
$DE$MS$EMR$AMGN
$216M
94 positions
#10CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$DHI$GILD$AMGN$PEP
$1.3B
122 positions
#11Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$GILD$EMR$DHI$MS$SO
$267M
114 positions
#12Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$EMR$ORLY$SO$AMGN$PEP
$2.5B
666 positions
#13ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DE$AMGN$EMR$PEP
$878M
73 positions
#14BCR Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$DE$SO$EMR$PEP
$356M
32 positions
#15Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$DE$AMGN$EMR$PEP
$149M
116 positions
#16Hamlin Capital Management, LLCActive
Some overlap · 4 shared positions
$LAMR$MS$ARES$PEG
$4.0B
28 positions
#17Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$DE$AMGN$SO$DLR
$500M
110 positions
#18William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$MS$DHI$NOC$DE$EMR
$208M
258 positions
#19MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$AMGN$LAMR$PEP
$631M
238 positions
#20COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DE$EMR$MS$PEP
$166M
90 positions
#21Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$DHI$AMGN$EMR$PEP
$271M
91 positions
#22Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$AMGN$EMR$PEP$SO$PEG
$387M
88 positions
#23DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DE$AMGN$DLR$PEP
$206M
105 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$AMGN$DLR$SO
$703M
160 positions
#25Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$GILD$AMGN$SO$PEP
$316M
157 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.