Hedge Funds Similar to Joel Adams & Associates

13F Portfolio OverlapQ2 2026Joel Adams & Associates portfolio →

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Most similar hedge funds by 13F overlap

Joel Adams & Associates, Inc. is an institutional investor managing $156M across 68 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 Joel Adams & Associates are Slocum, Gordon & LLP, Mayflower Financial Advisors, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $DUK, $MCD, $NEE, $ANET, $ROST. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive

Some overlap · 3 shared positions

$151M

70 positions

#2Mayflower Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$1.2B

499 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 3 shared positions

$1.7B

256 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 3 shared positions

$321M

107 positions

#5CAMDEN NATIONAL BANKPassive

Some overlap · 3 shared positions

$767M

184 positions

#6Slagle Financial, LLCPassive

Some overlap · 3 shared positions

$334M

127 positions

#7Fox Hill Wealth ManagementPassive

Some overlap · 3 shared positions

$DUK $ANET $NEE

$249M

120 positions

#8BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 3 shared positions

$453M

121 positions

#9Farmers National BankPassive

Some overlap · 3 shared positions

$479M

180 positions

#10Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$NEE $ANET $DUK

$135M

57 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$ANET $DUK $NEE

$381M

144 positions

#12Somerset Trust CoPassive

Some overlap · 3 shared positions

$NEE $MCD $ROST

$354M

186 positions

#13InTrack Investment Management IncPassive

Some overlap · 3 shared positions

$202M

110 positions

#14LYNCH & ASSOCIATES/INPassive

Some overlap · 3 shared positions

$573M

129 positions

#15PeakShares LLCActive

Some overlap · 3 shared positions

$ANET $MCD $DUK

$134.4B

122 positions

#16Integras Partners LLCPassive

Some overlap · 3 shared positions

$181M

100 positions

#17Stablepoint Partners, LLCPassive

Some overlap · 3 shared positions

$723M

260 positions

#18CAPITAL CITY TRUST CO/FLPassive

Some overlap · 3 shared positions

$ANET $NEE $MCD

$482M

129 positions

#19CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 3 shared positions

$ANET $NEE $MCD

$195M

67 positions

#20Davidson Capital Management Inc.Active

Some overlap · 3 shared positions

$ANET $DUK $NEE

$624M

96 positions

#21CGN Advisors LLCPassive

Some overlap · 3 shared positions

$DUK $ANET $MCD

$1.4B

322 positions

#22Covington Investment Advisors Inc.Active

Some overlap · 3 shared positions

$ANET $MCD $DUK

$774M

73 positions

#23TOWER BRIDGE ADVISORSPassive

Some overlap · 3 shared positions

$1.1B

222 positions

#24Belleair Asset Management, LLCActive

Some overlap · 3 shared positions

$ROST $NEE $DUK

$119M

84 positions

#25Zinnia Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$98M

97 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.