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Hedge Funds Similar to Jones Kertz & Associates,

13F Portfolio OverlapQ1 2026Jones Kertz & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Jones Kertz & Associates, Inc. is an institutional investor managing $188M across 66 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 Jones Kertz & Associates, are Triodos Investment BV, OAK ASSOCIATES LTD /OH/, CAMPBELL NEWMAN ASSET, with shared positions in $KLAC, $XYL, $PANW, $COO, $ZBRA, $AMGN. The full ranking of 25 similar funds is below.

#1Triodos Investment Management BVActive
Notable overlap · 5 shared positions
$KLAC$XYL$PANW$COO$ZBRA
$1.3B
49 positions
#2OAK ASSOCIATES LTD /OH/Active
Notable overlap · 4 shared positions
$KLAC$AMGN$APH$CRM
$1.5B
140 positions
#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$KLAC$APH$ADI$VMC
$1.2B
103 positions
#4Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$KLAC$APH$NKE$BRO
$4.6B
32 positions
#5JGP Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KLAC$AMGN$ADI$NKE
$961M
223 positions
#6JLB & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$KLAC$APH$AMGN
$696M
70 positions
#7Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$KLAC$JBL$WAT$VRTX$ADI
$2.0B
162 positions
#8Guinness Atkinson Asset Management IncPassive
Notable overlap · 4 shared positions
$APH$KLAC$ROP$CRM
$200M
123 positions
#9Oribel Capital Management, LPPassive
Notable overlap · 3 shared positions
$JBL$XYL$PANW
$2.3B
118 positions
#10ALKEON CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$KLAC$APH$ADI$VMC
$59.5B
102 positions
#11Norway Savings BankPassive
Notable overlap · 6 shared positions
$APH$PANW$KLAC$CRM$ADI$BA
$211M
103 positions
#12Decatur Capital Management, Inc.Active
Notable overlap · 4 shared positions
$KLAC$APH$VMC$VRTX
$219M
33 positions
#13Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$KLAC$JBL$APH
$65M
34 positions
#14FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$APH$ROP$ADI$NKE$CRM
$21.4B
109 positions
#15GuoLine Advisory Pte LtdActive
Some overlap · 3 shared positions
$KLAC$PANW$CRM
$956M
24 positions
#16COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$APH$ROP$MAR$PANW$BA
$1.7B
87 positions
#17J. Stern & Co. LLPActive
Some overlap · 4 shared positions
$APH$XYL$CRM$NKE
$1.0B
49 positions
#18FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$APH$ZBRA$ADI$VMC$BRO
$4.5B
92 positions
#19Baker Chad RActive
Some overlap · 4 shared positions
$APH$XYL$ADI$CSX
$530M
56 positions
#20Gs Investments, Inc.Passive
Some overlap · 4 shared positions
$KLAC$AMGN$PANW$CRM
$175M
134 positions
#21NZS Capital, LLCActive
Some overlap · 3 shared positions
$APH$KLAC$ROP
$3.0B
58 positions
#22HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$APH$XYL$VRTX$ADI$CRM
$283M
104 positions
#23MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$APH$XYL$ROP
$584M
141 positions
#24PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$KLAC$AMGN$ADI$JBL
$127.0B
320 positions
#25INVESCO, LLCPassive
Some overlap · 4 shared positions
$APH$KLAC$AMGN$ADI
$286M
132 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.