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Hedge Funds Similar to Johnson Wealth ,

13F Portfolio OverlapQ1 2026Johnson Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Johnson Wealth Management, LLC is an institutional investor managing $207M across 49 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 Johnson Wealth , are Ariston Services Group, Note Advisors,, WESCAP Group,, with shared positions in $IAU, $SCHW, $HUM, $GILD, $WFC. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$SCHW$HUM
$167M
71 positions
#2Note Advisors, LLCActive
Notable overlap · 4 shared positions
$SCHW$IAU$HUM$GILD
$200M
85 positions
#3WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$SCHW$HUM
$508M
107 positions
#4Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$185M
79 positions
#5Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$537M
87 positions
#6AWM CAPITAL, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$1.1B
113 positions
#7Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$420M
120 positions
#8Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$SCHW$HUM
$337M
117 positions
#9BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$251M
40 positions
#10Heritage Wealth Management, Inc./TexasSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$234M
41 positions
#11Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$WFC
$184M
56 positions
#12Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$IAU$HUM$SCHW
$233M
676 positions
#13Horizons Wealth ManagementActive
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$152M
170 positions
#14Rockwood Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$1.4B
118 positions
#15Spectrum Asset Management, Inc. (NB/CA)Passive
Notable overlap · 3 shared positions
$IAU$SCHW$WFC
$315M
109 positions
#16Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$SCHW$WFC$HUM$IAU$GILD
$403M
71 positions
#17Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$480M
160 positions
#18Farrell Financial LLCPassive
Some overlap · 3 shared positions
$IAU$HUM$SCHW
$167M
76 positions
#19Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$HUM$SCHW
$106M
79 positions
#20North Berkeley Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$WFC
$189M
73 positions
#21Root Financial Partners, LLCActive
Some overlap · 3 shared positions
$IAU$SCHW$HUM
$2.2B
3,466 positions
#22DODGE & COXActive
Some overlap · 4 shared positions
$SCHW$GILD$HUM$WFC
$182.0B
222 positions
#23Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$GILD$HUM
$1.4B
114 positions
#24WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$HUM$WFC
$284M
123 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$WFC
$569M
204 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.