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Hedge Funds Similar to JIM SAULNIER & ASSOCIATES

13F Portfolio OverlapQ2 2026JIM SAULNIER & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

JIM SAULNIER & ASSOCIATES, LLC is an institutional investor managing $249M across 152 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 JIM SAULNIER & ASSOCIATES are Marotta Asset, Financial Gravity Companies, (FGCO), MRA Advisory Group, with shared positions in $SNPS, $NVO, $DIS, $BMY, $COP, $ET. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$SNPS$NVO$DIS
$601M
103 positions
#2Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 3 shared positions
$SNPS$NVO$DIS
$616M
1,040 positions
#3MRA Advisory GroupPassive
Notable overlap · 3 shared positions
$SNPS$BMY$COP
$276M
159 positions
#4Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$NVO$BMY$DIS
$159M
62 positions
#5Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$SNPS$NVO$DIS
$58M
126 positions
#6Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$SNPS$COP$ET
$310M
144 positions
#7Kooman & AssociatesSmart money
Some overlap · 3 shared positions
$FITB$DIS$CSX
$372M
56 positions
#8RE ADVISERS CORPActive
Some overlap · 3 shared positions
$COP$DIS$CSX
$4.0B
124 positions
#9GFG Capital, LLCPassive
Some overlap · 3 shared positions
$TER$SNPS$ET
$363M
100 positions
#10Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$TER$ET$COP
$257M
128 positions
#11DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DIS$CSX$COP
$253M
38 positions
#12SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$TER$SNPS$DIS
$895M
185 positions
#13OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$ET$CSX$FITB
$143M
80 positions
#14VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BMY$FITB$NVO
$1.1B
146 positions
#15KAHN BROTHERS GROUP INCSmart money
Some overlap · 3 shared positions
$DIS$BMY$CSX
$564M
48 positions
#16LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$ET$DIS$BMY
$489M
244 positions
#17Traub Capital Management LLCPassive
Some overlap · 3 shared positions
$SNPS$BMY$ET
$112M
132 positions
#18Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$SNPS$BMY$DIS$TER
$17.4B
68 positions
#19Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$DIS$FITB$BMY
$288M
82 positions
#20CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$DIS$COP$TER
$171M
71 positions
#21CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$BMY$FITB$COP
$1.5B
184 positions
#22Enhancing Capital LLCPassive
Some overlap · 4 shared positions
$BMY$ET$COP$DIS
$145M
90 positions
#23NATIXISActive
Some overlap · 4 shared positions
$ET$BMY$DIS$TER
$24.8B
1,145 positions
#24FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$BMY$NVO
$860M
56 positions
#25GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ET$COP$DIS
$145M
1,064 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.