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Hedge Funds Similar to J. Team Financial,

13F Portfolio OverlapQ1 2026J. Team Financial, portfolio →
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Most similar hedge funds by 13F overlap

J. Team Financial, Inc. is an institutional investor managing $89M across 84 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 J. Team Financial, are DLK Investment ,, Generali Powszechne Towarzystwo Emerytalne, APS Group,, with shared positions in $DHR, $DE, $WM, $MCD, $TXN, $ADBE. The full ranking of 25 similar funds is below.

#1DLK Investment Management, LLCPassive
Notable overlap · 7 shared positions
$DHR$DE$WM$MCD$TXN$ADBE
$253M
92 positions
#2Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$COP$DHR$MCD$ADBE
$566M
28 positions
#3APS Management Group, Inc.Passive
Some overlap · 5 shared positions
$DHR$GILD$COP$TXN$ADBE
$117M
72 positions
#4MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$COP$GILD$PSLV$BMY
$115M
98 positions
#5WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$COP$DE$MCD
$284M
123 positions
#6BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 7 shared positions
$DE$WM$MCD$SCHW$DELL$LMT
$2.3B
264 positions
#7Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$GILD$COP$WM$MCD
$179M
59 positions
#8Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$COP$MCD$WM$DE$WT$LMT
$284M
125 positions
#9MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$DE$MCD
$293M
103 positions
#10Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$COP$MCD$GILD$T
$1.4B
211 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$COP$GILD$TXN$T$SCHW$LMT
$1.4B
56 positions
#12DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COP$WM$TXN$DE$ADBE
$16.0B
187 positions
#13Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$COP$DHR$TXN$SCHW
$7.2B
56 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$WM$COP$T$LMT
$215M
125 positions
#15PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$DHR$WM
$34.1B
135 positions
#16Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$COP$DE$TXN$SCHW
$154M
71 positions
#17Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$COP$DHR$ADBE
$958M
80 positions
#18White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$COP$DHR$SCHW
$721M
145 positions
#19Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$COP$DHR$SCHW
$147M
13 positions
#20Asset Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$COP$DE$SCHW$LMT$BMY$MCD
$199M
116 positions
#21Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$COP$WM$ANET$LMT
$183M
61 positions
#22FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$GILD$ADBE$BMY
$889M
55 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$DHR$WM$MCD$LMT$BMY
$199M
40 positions
#24UNITED BANKActive
Some overlap · 6 shared positions
$WM$MCD$GILD$TXN$SCHW$LMT
$781M
121 positions
#25Garner Asset Management CorpPassive
Some overlap · 7 shared positions
$COP$T$WM$GILD$SCHW$DELL
$255M
156 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.