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Hedge Funds Similar to Jacksonville Wealth ,

13F Portfolio OverlapQ1 2026Jacksonville Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Jacksonville Wealth Management, LLC is an institutional investor managing $148M across 68 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 Jacksonville Wealth , are Mine & Arao Wealth Creation & ,, Shulman DeMeo Asset, Lynch Investment Planning,, with shared positions in $DIA, $WM, $DIS, $MDY, $DE, $LOW. The full ranking of 25 similar funds is below.

#1Mine & Arao Wealth Creation & Management, LLC.Active
Notable overlap · 3 shared positions
$DIA$WM$DIS
$238M
75 positions
#2Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$DIA$MDY$DIS
$471M
140 positions
#3Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$DE$LOW
$111M
54 positions
#4ITHAKA GROUP LLCActive
Some overlap · 7 shared positions
$AXON$ISRG$CRWD$MELI$AMD$SHOP
$482M
38 positions
#5Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$WM$ISRG$PLTR
$352M
649 positions
#6Mountain Hill Investment Partners Corp.Passive
Some overlap · 5 shared positions
$DIA$AMD$DIS$MDY$LOW
$169M
205 positions
#7All Terrain Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$ISRG$MDY$LOW
$425M
149 positions
#8MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$MDY$PLTR$AMD
$2.7B
153 positions
#9ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$AXON$MPWR$CRWD$MELI$AMD$SHOP
$3.5B
110 positions
#10Murphy & Mullick Capital Management CorpPassive
Some overlap · 8 shared positions
$DE$AXON$AMD$ISRG$DIA$WM
$135M
726 positions
#11Slow Capital, Inc.Passive
Some overlap · 7 shared positions
$ISRG$DE$CRWD$MELI$FTNT$REGN
$770M
104 positions
#12DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$DE$DIA$LOW$CMI
$240M
84 positions
#13GREENBERG FINANCIAL GROUP
Some overlap · 3 shared positions
$DIA$DIS$AXON
$243M
113 positions
#14Menard Financial Group LLCActive
Some overlap · 6 shared positions
$AXON$DE$AMD$SHOP$CRWD$PLTR
$143M
82 positions
#15Nikko Asset Management Americas, Inc.Active
Some overlap · 6 shared positions
$DE$CRWD$MELI$AMD$SHOP$PLTR
$7.1B
186 positions
#16STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DIA$AFL$MDY
$949M
220 positions
#17Guardian Asset Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$SHOP$REGN
$171M
102 positions
#18Atala Financial IncPassive
Some overlap · 4 shared positions
$DE$AXON$SHOP$DIS
$149M
117 positions
#19NZS Capital, LLCActive
Some overlap · 5 shared positions
$ISRG$AXON$MPWR$MELI$SHOP
$3.0B
58 positions
#20Optiver Holding B.V.Active
Some overlap · 4 shared positions
$DIA$CRWD$AMD$PLTR
$289.5B
2,301 positions
#21Ruggiero Investments, Inc.Passive
Some overlap · 4 shared positions
$DIA$PLTR$SHOP$MDY
$103M
78 positions
#22Ground Swell Capital, LLCActive
Some overlap · 4 shared positions
$DIA$ISRG$AMD$MDY
$51M
122 positions
#23STF Management LP
Some overlap · 7 shared positions
$ISRG$AMD$SHOP$CRWD$MELI$PLTR
$107M
101 positions
#24Purus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ISRG$AMD$WM$DE$DIA$PLTR
$314M
157 positions
#25SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AXON$ISRG$MELI$SHOP$ASML
$25.5B
67 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.