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 Jones Kertz & Associates

13F Portfolio OverlapQ2 2026Jones Kertz & Associates portfolio →

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Most similar hedge funds by 13F overlap

Jones Kertz & Associates, Inc. is an institutional investor managing $217M across 66 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 Jones Kertz & Associates are OAK ASSOCIATES LTD, Local Pensions Partnership Investment Ltd, JGP Wealth, with shared positions in $KLAC, $AMGN, $APH, $MCK, $BRO, $ADI. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active

Notable overlap · 4 shared positions

$KLAC $AMGN $APH $MCK

$1.8B

139 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $APH $BRO

$4.8B

32 positions

#3JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $AMGN $ADI

$1.1B

231 positions

#4JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$KLAC $APH $AMGN

$748M

68 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $APH $ADI $VMC

$1.3B

99 positions

#6Riverview Trust CoActive

Notable overlap · 4 shared positions

$KLAC $CSX $GLW $AMGN

$84M

166 positions

#7Cunning Capital Partners, LPActive

Notable overlap · 3 shared positions

$KLAC $JBL $MCK

$248M

55 positions

#8Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$KLAC $BA $VRTX

$170M

101 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $JBL $WAT $ADI $MCK

$2.5B

166 positions

#10Close Asset Management LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $ADI $MCK

$3.8B

269 positions

#11Camarda Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$KLAC $JBL $MAR $BA

$331M

122 positions

#12Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $MCK $ADI

$2.9B

215 positions

#13Guinness Atkinson Asset Management IncPassive

Notable overlap · 4 shared positions

$KLAC $APH $ROP $CRM

$223M

107 positions

#14Triodos Investment Management BVActive

Notable overlap · 4 shared positions

$KLAC $XYL $ZBRA $COO

$1.6B

50 positions

#15Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$KLAC $APH $MCK

$1.4B

33 positions

#16Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $MDY $ROP $MCK

$489M

619 positions

#17INVESCO, LLCActive

Notable overlap · 5 shared positions

$APH $KLAC $AMGN $ADI $MCK

$323M

133 positions

#18Norway Savings BankPassive

Notable overlap · 6 shared positions

$APH $KLAC $ADI $AMGN $BA $CRM

$239M

104 positions

#19JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $APH $WAT

$4.1B

83 positions

#20Progressive Investment Management CorpActive

Notable overlap · 4 shared positions

$KLAC $APH $GLW $AMGN

$454M

56 positions

#21Ifrah Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$KLAC $JBL $VRTX $GLW

$409M

214 positions

#22RENAISSANCE GROUP LLCPassive

Notable overlap · 5 shared positions

$KLAC $APH $JBL $AMGN $MAR

$2.5B

234 positions

#23BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 5 shared positions

$KLAC $MAR $ADI $MCK $WAT

$1.5B

234 positions

#24Decatur Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KLAC $APH $ROP $VRTX

$295M

53 positions

#25Petros Family Wealth, LLCPassive

Notable overlap · 3 shared positions

$KLAC $AMGN $ADI

$164M

134 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.