13F Pro

Hedge Funds Similar to Juno Financial Group

13F Portfolio OverlapQ1 2026Juno Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Juno Financial Group LLC is an institutional investor managing $255M across 70 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 Juno Financial Group are Seneca Financial Advisors, FIDELIS iM,, Reality Financial Planning Services,, with shared positions in $HUM, $BRZE, $KKR, $SE, $SCHW, $DE. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$HUM$BRZE$KKR$SE
$341M
64 positions
#2FIDELIS iM, LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$HUM$SCHW
$264M
25 positions
#3Reality Financial Planning Services, LLCSmart money
Substantial overlap · 4 shared positions
$HUM$KKR$BRZE$SCHW
$104M
20 positions
#4Family CFO IncActive
Substantial overlap · 3 shared positions
$HUM$BRZE$SCHW
$223M
41 positions
#5Ariston Services GroupActive
Substantial overlap · 4 shared positions
$HUM$KKR$SCHW$DE
$167M
71 positions
#6SWAN Capital LLCActive
Substantial overlap · 4 shared positions
$HUM$KKR$SCHW$GE
$272M
554 positions
#7White Lighthouse Investment Management Inc.Active
Substantial overlap · 6 shared positions
$KKR$BRZE$HUM$DHR$SCHW$PM
$721M
145 positions
#8Western Pacific Wealth Management, LPActive
Substantial overlap · 5 shared positions
$HUM$KKR$SCHW$BRZE$PANW
$98M
197 positions
#9Mittelman Wealth ManagementActive
Substantial overlap · 3 shared positions
$HUM$KKR$GE
$160M
52 positions
#10FIDUCIARY ADVISORS, INC.Active
Substantial overlap · 5 shared positions
$BRZE$KKR$DHR$SE$DE
$133M
121 positions
#11Sherman Wealth Management LLCActive
Substantial overlap · 3 shared positions
$HUM$KKR$GE
$116M
80 positions
#12Joel Isaacson & Co., LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$BRZE
$3.0B
455 positions
#13Granite FO LLCSmart money
Notable overlap · 3 shared positions
$HUM$KKR$PM
$169M
170 positions
#14Provenance Wealth Advisors, LLCSmart money
Notable overlap · 5 shared positions
$BRZE$HUM$KKR$DE$SAN
$945M
412 positions
#15Madson Wealth Advisors IncPassive
Notable overlap · 4 shared positions
$HUM$SE$DHR$CMI
$120M
84 positions
#16Gleason Group, Inc.Smart money
Notable overlap · 5 shared positions
$BRZE$KKR$HUM$DHR$DE
$1.0B
229 positions
#17SAM Advisors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$UBER
$319M
47 positions
#18Arbor Wealth Advisors LLCSmart money
Notable overlap · 5 shared positions
$BRZE$HUM$KKR$SCHW$ETN
$143M
56 positions
#19SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$HUM
$103M
37 positions
#20Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$KKR$HUM$SCHW
$230M
21 positions
#21Dodds Wealth, LLCSmart money
Notable overlap · 4 shared positions
$SE$BRZE$SCHW$KKR
$407M
51 positions
#22Manuka Financial, LLCSmart money
Notable overlap · 6 shared positions
$BRZE$DHR$KKR$UBER$SCHW$LOW
$162M
56 positions
#23FLYWHEEL PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$HUM$KKR$BRZE$SCHW
$176M
104 positions
#24Luminvest Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$BRZE$KKR$DHR$HUM$SCHW
$382M
55 positions
#25Catalyst Investment Management LLCActive
Notable overlap · 8 shared positions
$KKR$SE$DHR$DE$HUM$LMT
$90M
65 positions

Compare Juno Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Juno Financial Group’s holdings

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.