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 Jeter Robert S II

13F Portfolio OverlapQ1 2026Jeter Robert S II portfolio →

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Most similar hedge funds by 13F overlap

Jeter Robert S II is an institutional investor managing $104M across 47 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 Jeter Robert S II are Ethos ,, Legend Advisors, Mach-1 Financial Group,, with shared positions in $SNOW, $MU, $AMD, $PLTR, $CRWD, $TXN. The full ranking of 25 similar funds is below.

#1Ethos Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MU $AMD $PLTR

$117M

56 positions

#2Legend Capital Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $AMD $CRWD $PLTR

$160M

159 positions

#3Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$SNOW $TXN $ADI

$284M

161 positions

#4Equity Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $CRWD $AMD $PLTR

$155M

76 positions

#5BetterWealth, LLCSmart money

Notable overlap · 5 shared positions

$SNOW $ADI $MU $AMD $AMGN

$510M

85 positions

#6IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $CRWD $PLTR

$96M

72 positions

#7FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MU $PLTR

$754M

345 positions

#8Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $AMD $MU

$225M

99 positions

#9LVW Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMGN $MU

$1.0B

436 positions

#10Seneschal Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMGN $PLTR

$135M

594 positions

#11Smart Money Group LLCSmart money

Notable overlap · 3 shared positions

$SNOW $TXN $APP

$344M

84 positions

#12LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$SNOW $TXN $MU

$175M

112 positions

#13PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Some overlap · 3 shared positions

$SNOW $ADI $TXN

$349M

112 positions

#14Zhang Financial LLCActive

Some overlap · 3 shared positions

$SNOW $MU $AMGN

$2.9B

367 positions

#15BankPlus Wealth Management LLCActive

Some overlap · 3 shared positions

$SNOW $TXN $AMGN

$194M

117 positions

#16Thoma Capital Management LLCSmart money

Some overlap · 3 shared positions

$SNOW $AMGN $PLTR

$169M

55 positions

#17Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $AMD $PLTR

$136M

108 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $AMGN $CRWD

$353M

78 positions

#19Manchester Global Management (UK) LtdActive

Some overlap · 3 shared positions

$SNOW $TXN $ADI

$749M

23 positions

#20Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $CRWD $PLTR

$745M

219 positions

#21Richard W. Paul & Associates, LLCPassive

Some overlap · 3 shared positions

$SNOW $MU $AMD

$297M

300 positions

#22Carroll Investors, IncActive

Some overlap · 3 shared positions

$SNOW $AMD $PLTR

$187M

31 positions

#23Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $CTAS $AMGN

$742M

168 positions

#24Consilium Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$SNOW $MU $AMGN $AMD

$293M

102 positions

#25Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $AMGN $CRWD

$272M

95 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.