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 J.M. Arbour,

13F Portfolio OverlapQ1 2026J.M. Arbour, portfolio →

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Most similar hedge funds by 13F overlap

J.M. Arbour, LLC is an institutional investor managing $104M across 119 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.M. Arbour, are Addison, Beacon Harbor Wealth Advisors,, ST GERMAIN D J, with shared positions in $SE, $JHG, $WT, $MLI, $VZ, $FLEX. The full ranking of 25 similar funds is below.

#1Addison Capital CoPassive

Some overlap · 4 shared positions

$SE $JHG $WT $MLI

$562M

182 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$JHG $VZ $WT $FLEX $SE

$477M

70 positions

#3ST GERMAIN D J CO INCPassive

Some overlap · 5 shared positions

$JHG $SLB $VZ $SE $CRM

$2.5B

901 positions

#4Gibbs Wealth ManagementPassive

Some overlap · 4 shared positions

$SE $JHG $VZ $CRM

$762M

433 positions

#5ENDEAVOR PRIVATE WEALTH, INC.Passive

Some overlap · 4 shared positions

$SE $JHG $CRM $BRZE

$349M

202 positions

#6BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$SE $JHG $WT

$129M

217 positions

#7Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$SE $JHG $WT

$363M

715 positions

#8WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$SE $CRM $WT $VZ

$360M

191 positions

#9Endowment Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SE $JHG $WT

$226M

165 positions

#10Intrinsic Edge Capital Management LLCPassive

Some overlap · 4 shared positions

$IRM $APA $WT $FLEX

$603M

111 positions

#11Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$SE $JHG $WT

$395M

105 positions

#12Element Wealth, LLCPassive

Some overlap · 3 shared positions

$SE $JHG $WT

$242M

207 positions

#13SYM FINANCIAL CorpActive

Some overlap · 3 shared positions

$SE $BRZE $WT

$1.0B

415 positions

#14Blackhawk Capital Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $POWL $WT $VZ

$273M

141 positions

#15PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$SE $JHG $CRM

$118M

70 positions

#16ShoreHaven Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SE $JHG $WT $VZ

$278M

103 positions

#17Stonekeep Investments, LLCActive

Some overlap · 3 shared positions

$SE $WT $BRZE

$154M

66 positions

#18TrueNorth, Inc.Passive

Some overlap · 3 shared positions

$SE $BRZE $EXEL

$1.0B

1,033 positions

#19Creekside PartnersPassive

Some overlap · 3 shared positions

$SE $BRZE $CRM

$243M

183 positions

#20Cornerstone National Bank & Trust CoPassive

Some overlap · 4 shared positions

$SE $FLEX $CRM $SLB

$271M

209 positions

#21HIGHLINE WEALTH PARTNERS LLCPassive

Some overlap · 5 shared positions

$SE $JHG $IRM $BRZE $FLEX

$392M

1,298 positions

#22Comprehensive Money Management Services LLCPassive

Some overlap · 4 shared positions

$IRM $WT $FLEX $CRM

$152M

193 positions

#23Hoxton Planning & Management, LLCPassive

Some overlap · 4 shared positions

$SE $BRZE $WT $VZ

$333M

216 positions

#24RAHLFS CAPITAL, LLCPassive

Some overlap · 3 shared positions

$APA $JHG $VZ

$136M

86 positions

#25Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$JHG $BRZE $VZ $CRM

$52M

66 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.