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 MARS JEWETT FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026MARS JEWETT FINANCIAL GROUP, portfolio →

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Most similar hedge funds by 13F overlap

MARS JEWETT FINANCIAL GROUP, INC. is an institutional investor managing $316M across 37 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 MARS JEWETT FINANCIAL GROUP, are Dynamic Financial Group, Guardian Financial Partners,, Hidden Cove Wealth ,, with shared positions in $JHG, $PECO, $PFE, $KKR, $NTRB, $SBUX. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Substantial overlap · 3 shared positions

$JHG $PECO $PFE

$122M

69 positions

#2Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $NTRB

$237M

67 positions

#3Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SBUX $AMGN

$156M

109 positions

#4Rise Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $BA $AMGN $HUM

$284M

94 positions

#5INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $PFE $HUM

$803M

181 positions

#6Symphony Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$JHG $PFE $DHR $HON

$195M

99 positions

#7Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $DHR $KKR

$807M

135 positions

#8Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$290M

485 positions

#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$156M

139 positions

#10Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$482M

135 positions

#111900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $NTRB $KKR

$1.6B

253 positions

#12MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$824M

231 positions

#13NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $PFE $BA

$229M

73 positions

#14Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$306M

1,121 positions

#15Leelyn Smith, LLCPassive

Notable overlap · 5 shared positions

$JHG $BA $NTRB $KKR $HON

$713M

154 positions

#16Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $KKR $HON

$158M

103 positions

#17Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 3 shared positions

$JHG $KKR $NTRB

$144M

387 positions

#18Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$162M

100 positions

#19INTEGRITY WEALTH ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $BA $AMGN

$168M

73 positions

#20Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$914M

1,148 positions

#21DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $NTRB $KKR $HUM

$163M

58 positions

#22Weaver Consulting GroupPassive

Notable overlap · 4 shared positions

$JHG $BA $KKR $HUM

$420M

275 positions

#23Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$383M

290 positions

#24CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$648M

134 positions

#25Advisory Resource GroupPassive

Some overlap · 3 shared positions

$JHG $DHR $HON

$581M

172 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.