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Hedge Funds Similar to LITTLEJOHN FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026LITTLEJOHN FINANCIAL SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

LITTLEJOHN FINANCIAL SERVICES, INC. is an institutional investor managing $133M across 61 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 LITTLEJOHN FINANCIAL SERVICES, are VIRGINIA WEALTH GROUP,, HAMEL ASSOCIATES,, Winthrop Partners - WNY,, with shared positions in $SSL, $CB, $HLT, $MCD, $SAN, $CF. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$SSL$CB$HLT$MCD
$187M
55 positions
#2HAMEL ASSOCIATES, INC.Passive
Notable overlap · 4 shared positions
$CB$SSL$MCD$HLT
$351M
81 positions
#3Winthrop Partners - WNY, LLCPassive
Notable overlap · 3 shared positions
$HLT$SSL$CB
$188M
87 positions
#4Deane Retirement Strategies, Inc.Passive
Notable overlap · 4 shared positions
$SAN$CF$CRM$ADBE
$249M
57 positions
#5Breachway Investments LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$SAN
$104M
96 positions
#6InvesTrustPassive
Notable overlap · 3 shared positions
$SSL$HLT$MCD
$238M
91 positions
#7Sound View Wealth Advisors Group, LLCPassive
Notable overlap · 3 shared positions
$HLT$SSL$HUM
$1.5B
422 positions
#8MEMBERS WEALTH LLCActive
Notable overlap · 3 shared positions
$HLT$SSL$HUM
$167M
113 positions
#9Jefferson Bridge Capital, LLCPassive
Notable overlap · 5 shared positions
$CB$SSL$HLT$CRM$PLTR
$101M
53 positions
#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CB$MCD$WM
$970M
154 positions
#11JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$WM$MCD$CRM$CRWD
$159M
40 positions
#12FOCUS Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SAN$PLTR$CRM
$205M
59 positions
#13Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SSL$HLT$WM$HUM$MCD
$172M
129 positions
#14Cornerstone Planning, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$PLTR$CB
$443M
141 positions
#15Shelter Rock Management, LLCActive
Some overlap · 4 shared positions
$HLT$WM$MCD$HUM
$94M
35 positions
#16Gratus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$HUM
$691M
138 positions
#17Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CB$WM$PLTR$UBER
$255M
79 positions
#18WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$SAN$CRM$HUM
$360M
191 positions
#19Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$WM$MCD$CRM$BA
$497M
45 positions
#20Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MCD
$355M
123 positions
#21LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$CRM$MCD
$135M
83 positions
#22First International Bank of Israel Ltd.Active
Some overlap · 3 shared positions
$HLT$SSL$SAN
$340M
59 positions
#23WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SSL$HLT$CB$HUM
$1.6B
263 positions
#24360 Financial, Inc.Active
Some overlap · 3 shared positions
$SAN$HUM$PLTR
$332M
80 positions
#25EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$CRWD
$166M
72 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.