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 Fjell

13F Portfolio OverlapQ2 2026Fjell portfolio →

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Most similar hedge funds by 13F overlap

Fjell Capital, LLC is an institutional investor managing $147M across 66 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 Fjell are BALDWIN WEALTH PARTNERS, Blue Chip Partners, PARNASSUS INVESTMENTS, with shared positions in $KLAC, $WM, $NEE, $BX, $UNP, $DHR. The full ranking of 25 similar funds is below.

#1BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 7 shared positions

$KLAC $WM $NEE $BX $UNP $DHR

$1.5B

234 positions

#2Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $WM $NEE $ICE $CRWD $ASML

$1.6B

184 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$KLAC $WM $DE $ICE $MRSH $DHR

$37.4B

135 positions

#4JGP Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $NEE $ICE $LOW

$1.1B

231 positions

#5Riverview Trust CoActive

Notable overlap · 4 shared positions

$KLAC $DE $LOW $USB

$84M

166 positions

#6Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $DE $LOW $CRM

$147M

35 positions

#7JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$KLAC $CASY $MRSH

$748M

68 positions

#8JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $WM $MRSH

$4.1B

83 positions

#9Jackson Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $BX $ARES $KMI

$170M

86 positions

#10Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$KLAC $ASML $MRSH $LOW

$542M

162 positions

#11First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $NEE $BX $UNP $DHR $SO

$529M

75 positions

#12EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $CASY $LOW $ASML

$369M

77 positions

#13Petros Family Wealth, LLCPassive

Notable overlap · 5 shared positions

$KLAC $NEE $ICE $DE $LOW

$164M

134 positions

#14Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $UNP $LOW

$489M

619 positions

#15TORRAY LLCActive

Notable overlap · 6 shared positions

$NEE $CASY $BX $KLAC $MRSH $KKR

$741M

91 positions

#16OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $ASML $LOW

$1.8B

139 positions

#17HOWE & RUSLING INCPassive

Notable overlap · 7 shared positions

$NEE $ICE $KLAC $CASY $CRWD $UNP

$1.7B

479 positions

#18Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$KLAC $ASML $CRWD

$378M

224 positions

#19BROWN BROTHERS HARRIMAN & COActive

Some overlap · 3 shared positions

$KLAC $WM $USB

$22.8B

1,818 positions

#20UHLMANN PRICE SECURITIES, LLCSmart money

Some overlap · 3 shared positions

$KLAC $SO $BX

$2.7B

291 positions

#21Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$KLAC $UNP $SO $EPD $USB

$398M

113 positions

#22Allen Capital Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $DE $BX $ASML $KMI

$1.2B

319 positions

#23DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $NEE $CASY $LOW $EPD

$517M

137 positions

#24FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $NEE $ASML $LOW

$1.3B

393 positions

#25Ayrshire Capital Management LLCPassive

Some overlap · 4 shared positions

$KLAC $ICE $DHR $BX

$214M

50 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.