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Hedge Funds Similar to JBGlobal.com

13F Portfolio OverlapQ2 2026JBGlobal.com portfolio →
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Most similar hedge funds by 13F overlap

JBGlobal.com LLC is an institutional investor managing $114M across 32 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 JBGlobal.com are BONTEMPO OHLY MGMT, Loudon Investment, MB, LEVIS & ASSOCIATES, with shared positions in $LOW, $PAYX, $ADP, $EMR, $NVS, $SBUX. The full ranking of 25 similar funds is below.

#1BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$LOW$PAYX$ADP
$235M
33 positions
#2Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$LOW$EMR$ADP$PAYX
$204M
95 positions
#3MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$LOW$EMR$ADP$NVS
$271M
254 positions
#4William Allan CorpActive
Some overlap · 4 shared positions
$PAYX$ADP$SBUX$LOW
$204M
62 positions
#5Cardinal Capital ManagementPassive
Some overlap · 5 shared positions
$EMR$LOW$ADP$SBUX$NVS
$826M
138 positions
#6PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$LOW$EMR$ADP
$209M
54 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$LOW$EMR$ADP
$474M
110 positions
#8Somerset Trust CoPassive
Some overlap · 4 shared positions
$LOW$ADP$EMR$PAYX
$354M
186 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PAYX$COF$SBUX
$856M
89 positions
#10SUMMITRY LLCPassive
Some overlap · 3 shared positions
$LOW$SBUX$EMR
$3.0B
340 positions
#11First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$LOW$COF$NVS
$529M
75 positions
#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$LOW$EMR$SBUX
$1.3B
99 positions
#13WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$LOW$EMR$C
$1.2B
72 positions
#14VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$COF$EMR$ADP$LOW
$367M
111 positions
#15Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$LOW$EMR$ADP$SBUX
$817M
89 positions
#16Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$LOW$EMR$SBUX
$297M
103 positions
#17Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$LOW$SBUX$C
$334M
127 positions
#18Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$SBUX$PAYX$C$NVS
$526M
89 positions
#19KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LOW$ADP$EMR
$1.5B
228 positions
#20Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$PAYX$ADP$EMR
$280M
109 positions
#21BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$LOW$ADP$SBUX
$346M
113 positions
#22Arlington Partners LLCActive
Some overlap · 4 shared positions
$SBUX$ADP$NVS$EBAY
$55M
64 positions
#23Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$EMR$LOW$NVS$ADP
$108M
52 positions
#24Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$ADP$LOW$PAYX$SBUX
$186M
137 positions
#25Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$COF$EMR$C
$271M
91 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.