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Hedge Funds Similar to Jefferson Bridge ,

13F Portfolio OverlapQ1 2026Jefferson Bridge , portfolio →
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Most similar hedge funds by 13F overlap

Jefferson Bridge Capital, LLC is an institutional investor managing $101M across 53 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 Jefferson Bridge , are WOODMONT INVESTMENT COUNSEL, VIRGINIA WEALTH GROUP,, MRP Investments,, with shared positions in $SNEX, $SSL, $HCA, $HLT, $DUK, $DELL. The full ranking of 25 similar funds is below.

#1WOODMONT INVESTMENT COUNSEL LLCActive
Notable overlap · 14 shared positions
$SNEX$SSL$HCA$HLT$DUK$DELL
$1.6B
263 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 5 shared positions
$DUK$CB$SSL$HLT$VZ
$187M
55 positions
#3MRP Capital Investments, LLCPassive
Notable overlap · 6 shared positions
$SNEX$DELL$PANW$PFE$PLTR$SOLV
$115M
210 positions
#4Persium Advisors, LLCActive
Notable overlap · 6 shared positions
$DUK$PANW$DELL$PFE$VZ$UNH
$127M
60 positions
#5BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$HCA$PNFP$UNH
$1.3B
30 positions
#6Sanders Capital, LLCActive
Notable overlap · 4 shared positions
$HCA$DAL$CRM$UNH
$83.9B
44 positions
#712th Street Asset Management Company, LLCActive
Notable overlap · 4 shared positions
$PNFP$SNEX$DELL$HROW
$611M
32 positions
#8LifePlan Financial, LLCPassive
Notable overlap · 6 shared positions
$SSL$HLT$CRM$DUK$VZ$PANW
$135M
83 positions
#9HAMEL ASSOCIATES, INC.Passive
Notable overlap · 5 shared positions
$CB$SSL$HLT$DUK$VZ
$351M
81 positions
#10LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 5 shared positions
$CB$SSL$HLT$CRM$PLTR
$133M
61 positions
#11ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$PNFP$PANW$PFE$PLTR
$153M
61 positions
#12Clarity Financial LLCActive
Some overlap · 6 shared positions
$DUK$PANW$VZ$PLTR$CRM$SHW
$919M
118 positions
#13LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$HCA$CB$PFE
$343M
59 positions
#14CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$CB$DUK$PANW$VZ$PLTR
$1.1B
149 positions
#15Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$DUK$PFE$VZ$UNH$SHW$UPS
$139M
62 positions
#16Orca Wealth Management, LLCActive
Some overlap · 4 shared positions
$ORI$CB$DUK$VZ
$141M
67 positions
#17Volterra Technologies LPPassive
Some overlap · 5 shared positions
$PANW$DELL$CRM$PLTR$UNH
$823M
301 positions
#18InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PANW$CB$DUK$PLTR
$175M
108 positions
#19ANTIPODES PARTNERS LtdActive
Some overlap · 4 shared positions
$HCA$DUK$CRM$WDAY
$5.2B
126 positions
#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DUK$CB$UNH$VZ
$970M
154 positions
#21ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$CB$PFE$VZ$UPS
$639M
126 positions
#22Private Capital Management, LLCActive
Some overlap · 4 shared positions
$HROW$SNEX$PNFP$PLTR
$1.0B
194 positions
#23Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$HCA$CRM$PLTR
$211M
79 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CB$PFE$CRM$VZ$UPS
$210M
79 positions
#25Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$CB$SSL$HLT$VZ
$188M
87 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.