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Hedge Funds Similar to J HAGAN ,

13F Portfolio OverlapQ1 2026J HAGAN , portfolio →
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Most similar hedge funds by 13F overlap

J HAGAN CAPITAL, INC. is an institutional investor managing $185M across 83 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 J HAGAN , are FOCUS Wealth Advisors,, Worth Asset ,, Johnson Bixby & Associates,, with shared positions in $DIA, $CRM, $KKR, $GE, $SLV, $RELX. The full ranking of 25 similar funds is below.

#1FOCUS Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$DIA$CRM$KKR$GE
$205M
59 positions
#2Worth Asset Management, LLCPassive
Notable overlap · 3 shared positions
$DIA$CRM$SLV
$268M
182 positions
#3Johnson Bixby & Associates, LLCActive
Notable overlap · 3 shared positions
$DIA$CRM$RELX
$806M
127 positions
#4Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$CRM$UPS
$169M
205 positions
#5WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DIA$SLV$GE
$172M
56 positions
#6Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$CRM$BRZE
$486M
108 positions
#7Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$DIA$GE$ET
$116M
259 positions
#8Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$DIA$BAR$SHW
$85M
149 positions
#9Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$KKR$SHW$ISRG
$352M
649 positions
#10Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$RELX$CRM$NVS$ISRG
$322M
77 positions
#11Iron Gate Global Advisors LLCActive
Some overlap · 3 shared positions
$RELX$KKR$SHW
$947M
105 positions
#12URS Advisory LLCActive
Some overlap · 4 shared positions
$RELX$KKR$SLV$SHW
$137M
51 positions
#13MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$DIA$CRM$GE
$2.7B
153 positions
#14Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$KKR$SLV
$531M
147 positions
#15HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 4 shared positions
$RELX$BAR$SHW$GE
$104M
80 positions
#16LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$CRM$RELX$KKR$UPS
$398M
247 positions
#17MLP3, LLCPassive
Some overlap · 4 shared positions
$DIA$KKR$SLV$GE
$91M
86 positions
#18Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$SHW$ET
$309M
233 positions
#19Summit Wealth Group, LLCActive
Some overlap · 4 shared positions
$RELX$KKR$BRZE$GE
$436M
126 positions
#20RHS Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$KKR$ISRG
$211M
146 positions
#21SEMITAM BONAM LLCActive
Some overlap · 3 shared positions
$RELX$KKR$BRZE
$122M
44 positions
#22Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRM$KKR$FITB$SHW
$102M
84 positions
#23Cynosure Management, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$GE
$800M
198 positions
#24Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$RELX$BRZE
$99M
59 positions
#25Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DIA$KKR$SLV
$1.1B
127 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.