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Hedge Funds Similar to Joel Adams & Associates,

13F Portfolio OverlapQ1 2026Joel Adams & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Joel Adams & Associates, Inc. is an institutional investor managing $135M across 64 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 Joel Adams & Associates, are Sellwood Investment Partners, Mallini Complete Financial Planning, Seneca Financial Advisors, with shared positions in $AFRM, $BRZE, $DDOG, $DUK, $SE, $MCD. The full ranking of 25 similar funds is below.

#1Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$AFRM$BRZE$DDOG
$254M
59 positions
#2Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$DDOG$BRZE$AFRM$DUK
$126M
61 positions
#3Seneca Financial Advisors LLCActive
Notable overlap · 4 shared positions
$DDOG$BRZE$SE$MCD
$341M
64 positions
#4Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$BRZE$SE$NEE
$607M
110 positions
#5Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$LEN
$678M
294 positions
#6TrueNorth, Inc.Passive
Notable overlap · 4 shared positions
$AFRM$BRZE$DDOG$SE
$1.0B
1,033 positions
#7Gutierrez Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$LEN
$161M
70 positions
#8Sanchez Levi GarrettActive
Notable overlap · 3 shared positions
$AFRM$DDOG$NEE
$159M
74 positions
#9New Covenant Trust Company, N.A.Active
Notable overlap · 4 shared positions
$AFRM$BRZE$MS$NEE
$112M
96 positions
#10RCS Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$DDOG$BRZE$SE$NEE
$193M
98 positions
#11West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$AFRM$BRZE
$589M
193 positions
#12Veratis Advisors, Inc.
Notable overlap · 3 shared positions
$DDOG$BRZE$MCD
$126M
75 positions
#13Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$DDOG$AFRM$MCD
$335M
104 positions
#14Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$AFRM$NU
$89M
33 positions
#15BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$DDOG$DUK$MCD
$333M
91 positions
#16REGIMEN WEALTH, LLCActive
Notable overlap · 4 shared positions
$DDOG$LEN$BRZE$MCD
$342M
70 positions
#17Leo Wealth, LLCPassive
Notable overlap · 3 shared positions
$AFRM$MS$MCD
$1.4B
452 positions
#18Brooklyn FI, LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$AFRM$SE
$476M
78 positions
#19Level Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$DDOG$DUK$BRZE$MCD$NEE
$213M
67 positions
#20ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$DDOG$SE$MS
$3.5B
338 positions
#21Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$AFRM$DDOG$BRZE
$167M
76 positions
#22Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$DDOG$BRZE$MCD
$1.0B
229 positions
#23STAGE HARBOR FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$DDOG$MS$LEN$NU
$151M
61 positions
#2425 LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$NEE$AFRM
$324M
69 positions
#25Summit Wealth Group, LLCActive
Some overlap · 5 shared positions
$DDOG$BRZE$AFRM$SE$MS
$436M
126 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.