Hedge Funds Similar to JDH Wealth

13F Portfolio OverlapQ2 2026JDH Wealth portfolio →

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Most similar hedge funds by 13F overlap

JDH Wealth Management, LLC is an institutional investor managing $164M across 61 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 JDH Wealth are KADENSA Ltd, Bosman Wealth, Fedenia Advisers, with shared positions in $FIX, $IBIT, $KLAC, $WDC, $DOV, $F. The full ranking of 25 similar funds is below.

#1KADENSA CAPITAL LtdActive

Some overlap · 3 shared positions

$FIX $IBIT $KLAC

$469M

28 positions

#2Bosman Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FIX $WDC $IBIT

$161M

56 positions

#3Fedenia Advisers LLCPassive

Some overlap · 3 shared positions

$FIX $WDC $KLAC

$421M

459 positions

#4Zhang Financial LLCActive

Some overlap · 3 shared positions

$DOV $KLAC $IBIT

$3.4B

392 positions

#5Retireful, LLCPassive

Some overlap · 3 shared positions

$FIX $WDC $KLAC

$107M

81 positions

#6Park Capital Management, LLC / WIPassive

Some overlap · 3 shared positions

$WDC $KLAC $FIX

$170M

161 positions

#7PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$FIX $WDC $KLAC

$174M

92 positions

#8PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$KLAC $FIX $WDC

$462M

86 positions

#9C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 3 shared positions

$245M

494 positions

#10Cogent Private Wealth, Inc.Passive

Some overlap · 3 shared positions

$DOV $WDC $KLAC

$160M

117 positions

#11Lifestyle Asset Management, Inc.Active

Some overlap · 3 shared positions

$FIX $WDC $KLAC

$372M

129 positions

#12AMF Tjanstepension ABActive

Some overlap · 3 shared positions

$WDC $FIX $KLAC

$16.9B

121 positions

#13Markin Volterra Fund LPActive

Some overlap · 3 shared positions

$WDC $KLAC $FIX

$147M

69 positions

#14Alta Advisers LtdActive

Some overlap · 3 shared positions

$DOV $WDC $KLAC

$441M

219 positions

#15Bensler, LLCPassive

Some overlap · 3 shared positions

$KLAC $WDC $FIX

$1.1B

198 positions

#16SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$WDC $KLAC $FIX

$973M

379 positions

#17PALLADIEM, LLCActive

Some overlap · 3 shared positions

$FIX $KLAC $IBIT

$103M

136 positions

#18PUFF WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$KLAC $WDC $IBIT

$98M

77 positions

#19ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$DOV $WDC $KLAC

$914M

1,049 positions

#20Ariadne Wealth Management, LPPassive

Some overlap · 3 shared positions

$FIX $KLAC $WDC

$226M

254 positions

#21Hopwood Nicholas HunterActive

Some overlap · 3 shared positions

$365M

131 positions

#22Persistent Asset Partners LtdPassive

Some overlap · 3 shared positions

$335M

818 positions

#23MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$KLAC $WDC $DOV

$296M

104 positions

#24Secure Asset Management, LLCPassive

Some overlap · 3 shared positions

$DOV $FIX $IBIT

$714M

333 positions

#25CogentBlue Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$WDC $KLAC $FIX

$175M

103 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.