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Hedge Funds Similar to JM2

13F Portfolio OverlapQ1 2026JM2 portfolio →
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Most similar hedge funds by 13F overlap

JM2 Capital Inc. is an institutional investor managing $121M across 114 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 JM2 are OF OKLAHOMA, PeakShares, ESG Planning DBA Harper Investing, with shared positions in $MAR, $HSY, $DHR, $HON, $TMO, $AMAT. The full ranking of 25 similar funds is below.

#1TRUST CO OF OKLAHOMAPassive
Notable overlap · 9 shared positions
$MAR$HSY$DHR$HON$TMO$AMAT
$343M
139 positions
#2PeakShares LLCPassive
Notable overlap · 5 shared positions
$MAR$MU$AMD$TMO$PANW
$109M
116 positions
#3ESG Planning DBA Harper InvestingPassive
Notable overlap · 6 shared positions
$MAR$HSY$HON$TMO$PANW$DHR
$229M
75 positions
#4Wall Street Financial Group, Inc.Passive
Some overlap · 5 shared positions
$MAR$HSY$AMD$MU$AMAT
$169M
667 positions
#5FIRST FINANCIAL CORP /IN/Active
Some overlap · 5 shared positions
$MAR$HSY$TMO$PANW$ICE
$255M
303 positions
#6PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$HSY$DHR
$338M
107 positions
#7PGIM Custom Harvest LLCActive
Some overlap · 3 shared positions
$MAR$HSY$DHR
$6.4B
276 positions
#8Ethos Capital Management, Inc.Active
Some overlap · 6 shared positions
$MU$MAR$AMD$HON$ICE$C
$117M
56 positions
#9Hartford Financial Management Inc.Passive
Some overlap · 4 shared positions
$MAR$DHR$HON$AMAT
$392M
344 positions
#10KTF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$MAR$MU$HON$URI$BKNG
$584M
91 positions
#11Retireful, LLCPassive
Some overlap · 4 shared positions
$MAR$MU$HON$AMAT
$71M
84 positions
#12Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$HSY$TMO$BKNG
$581M
125 positions
#13Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$MAR$TMO$BKNG$PANW
$109M
52 positions
#14Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$HSY$PANW$SAN
$112M
97 positions
#15CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MAR$AMD$HON$AMAT$PANW
$121M
104 positions
#16Columbus Hill Capital Management, L.P.Active
Some overlap · 3 shared positions
$MAR$AMD$URI
$673M
24 positions
#17Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$TMO$DHR$HON
$118M
73 positions
#18MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$HSY$DHR$COF
$147M
67 positions
#19TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 4 shared positions
$MAR$HSY$C$TMO
$319M
206 positions
#20WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$MAR$HSY$DHR
$1.3B
350 positions
#21DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$MU$AMD$DHR$TMO$AMAT$PANW
$105M
119 positions
#22PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$MAR$AMD$DHR$ICE$TMO$AMAT
$34.1B
135 positions
#23Quilter PlcActive
Some overlap · 7 shared positions
$MAR$AMD$HON$TMO$PANW$URI
$5.7B
124 positions
#24Consolidated Investment Group LLCActive
Some overlap · 7 shared positions
$MU$MAR$C$PANW$HON$TMO
$922M
77 positions
#25Shellback Capital, LPPassive
Some overlap · 5 shared positions
$MAR$MU$AMD$DHR$C
$703M
79 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.