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Hedge Funds Similar to Jeter Robert S II

13F Portfolio OverlapQ2 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 Q2 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 Goldstream Ltd, AIMZ Investment Advisors, PATTON FUND, with shared positions in $QCOM, $WDC, $CRWD, $GLW, $SNDK, $CTAS. The full ranking of 25 similar funds is below.

#1Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$QCOM$WDC$CRWD$GLW$SNDK
$132M
45 positions
#2AIMZ Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$CTAS$AMGN$ADBE$ADI
$363M
153 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$WDC$CRWD$ADI$GLW$SNDK
$462M
86 positions
#4Range Financial Group LLCPassive
Some overlap · 5 shared positions
$QCOM$WDC$AMGN$SNDK$APP
$366M
206 positions
#5DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$ADBE$QCOM$AMGN
$235M
96 positions
#6BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADBE$QCOM$AMGN
$289M
65 positions
#7R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$ADBE$QCOM$AMGN
$130M
40 positions
#8Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$QCOM$CRWD$ADI$GLW
$149M
113 positions
#9JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$QCOM$CRWD$AMGN$GLW
$1.2B
134 positions
#10Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$QCOM$AMGN$CRWD$GLW
$399M
113 positions
#11BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$QCOM$AMGN$GLW$CRWD
$515M
142 positions
#1217 CAPITAL PARTNERS, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$CRWD$COF$WCC
$222M
176 positions
#13Nutshell Asset Management LtdActive
Some overlap · 4 shared positions
$ADBE$WDC$SNDK$APP
$300M
45 positions
#14Zweig-DiMenna Associates LLCActive
Some overlap · 5 shared positions
$CRWD$ADI$SNDK$APP$COF
$1.1B
70 positions
#15Kaufman Rossin Wealth, LLCActive
Some overlap · 3 shared positions
$ADBE$WDC$GLW
$211M
112 positions
#16Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$WDC$AMGN$ADI$GLW
$1.0B
204 positions
#17Alpha Financial Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$WDC$GLW$SNDK
$382M
114 positions
#18TICINO WEALTHPassive
Some overlap · 4 shared positions
$CRWD$AMGN$ADI$QCOM
$317M
135 positions
#19Castle Rock Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$AMGN$GLW$QCOM$APP
$509M
268 positions
#20VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$WDC$CRWD$GLW$SNDK
$315M
33 positions
#21BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WDC$CRWD$GLW$SNDK
$543M
140 positions
#22Retireful, LLCPassive
Some overlap · 4 shared positions
$WDC$CRWD$GLW$SNDK
$107M
81 positions
#23SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$ADBE$QCOM$COF$WCC
$2.4B
181 positions
#24Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$ADBE$QCOM$WDC
$170M
73 positions
#25STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$WDC$AMGN$GLW$SNDK
$328M
340 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.