How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to JBGlobal.com

13F Portfolio OverlapQ1 2026JBGlobal.com portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JBGlobal.com LLC is an institutional investor managing $114M across 32 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 JBGlobal.com are Longview Financial Advisors, WESCAP Group,, Envision Financial, with shared positions in $COP, $USB, $WT, $UNIT, $FISV, $SBUX. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$COP $USB $WT

$184M

157 positions

#2WESCAP Management Group, Inc.Active

Substantial overlap · 5 shared positions

$WT $COP $USB $UNIT $FISV

$508M

107 positions

#3Envision Financial LLCActive

Substantial overlap · 3 shared positions

$WT $USB $UNIT

$186M

46 positions

#4Gladwyn Financial Advisors, Inc.Active

Substantial overlap · 3 shared positions

$UNIT $COP $USB

$160M

82 positions

#5Powers Advisory Group, LLCActive

Substantial overlap · 4 shared positions

$WT $USB $COP $SBUX

$284M

125 positions

#6Sharper & Granite LLCPassive

Substantial overlap · 3 shared positions

$WT $COP $UNIT

$293M

107 positions

#7truNorth Financial Services, Inc.Active

Substantial overlap · 3 shared positions

$WT $COP $UNIT

$97M

49 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 3 shared positions

$WT $UNIT $USB

$149M

96 positions

#9CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $USB $COF

$363M

102 positions

#10Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $USB $COP

$153M

344 positions

#11RW Investment Management LLCActive

Notable overlap · 3 shared positions

$COP $USB $LOW

$1.0B

113 positions

#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $USB

$206M

97 positions

#13Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $USB $XYZ

$514M

56 positions

#14Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $USB $COP

$1.2B

177 positions

#1525 LLCActive

Notable overlap · 3 shared positions

$UNIT $USB $LOW

$324M

69 positions

#16COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $COP $SBUX

$157M

92 positions

#17BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $UNIT

$777M

115 positions

#18Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $UNIT $USB $WT

$1.1B

137 positions

#19Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $USB $COP

$126M

67 positions

#20MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$WT $LOW $ADP $UNIT $NVS $COP

$240M

234 positions

#21IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $USB $NVS

$446M

95 positions

#22BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $USB $UNIT $COP

$2.5B

453 positions

#23SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $UNIT $SBUX

$139M

37 positions

#24Berkeley, IncActive

Notable overlap · 4 shared positions

$WT $LOW $UNIT $PAYX

$298M

81 positions

#25SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $USB $WT

$146M

67 positions

Compare JBGlobal.com’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 JBGlobal.com’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.