13F Pro

Hedge Funds Similar to JDH Wealth ,

13F Portfolio OverlapQ1 2026JDH Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JDH Wealth Management, LLC is an institutional investor managing $148M across 54 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 JDH Wealth , are BAYSHORE ASSET ,, Capstone Wealth ,, Index Fund Advisors,, with shared positions in $NKE, $AMN, $IAU, $DHR, $BRZE, $DOV. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$IAU
$251M
40 positions
#2Capstone Wealth Management, LLCActive
Highly similar · 4 shared positions
$NKE$AMN$DHR$BRZE
$143M
50 positions
#3Index Fund Advisors, Inc.Smart money
Highly similar · 3 shared positions
$NKE$BRZE$AMN
$2.2B
127 positions
#4ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$IAU
$167M
35 positions
#5Parkwoods Wealth Partners, LLCActive
Highly similar · 4 shared positions
$NKE$AMN$IAU$BRZE
$408M
111 positions
#6Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DOV
$100M
49 positions
#7JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$IAU$FIX
$1.1B
286 positions
#8Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DOV
$556M
61 positions
#9EnRich Financial Partners LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$BRZE$IAU
$377M
64 positions
#10COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$DHR$BRZE$FIX
$97M
56 positions
#11Guardian Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$DHR$IAU
$330M
30 positions
#12DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$249M
92 positions
#13Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$250M
40 positions
#14ATLas Financial Planning LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$BRZE$DOV$DHR
$112M
69 positions
#15Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$AMN$IAU$DOV
$1.1B
81 positions
#16ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 4 shared positions
$NKE$AMN$IAU$DOV
$158M
125 positions
#17Squire Investment Management Company, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$DHR$IAU
$360M
76 positions
#18COWA, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$IAU$DIA$FIX
$371M
158 positions
#19Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$175M
53 positions
#20Beaird Harris Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$1.5B
686 positions
#21Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$DHR$IAU$DIA
$233M
676 positions
#22KM Capital Management Ltd.Active
Substantial overlap · 4 shared positions
$NKE$IBIT$DHR$AMN
$149M
76 positions
#23McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$DOV
$119M
65 positions
#24Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$IAU$DOV$BRZE
$398M
88 positions
#25Pacific Asset Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$IAU$IBIT$BRZE
$179M
70 positions

Compare JDH Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View JDH Wealth ,’s holdings

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.