13F Pro

Hedge Funds Similar to Johnson Wealth

13F Portfolio OverlapQ2 2026Johnson Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Johnson Wealth Management, LLC is an institutional investor managing $236M across 58 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 Johnson Wealth are Brookmont, Flagstone Financial, Richwood Investment Advisors, with shared positions in $GILD, $WFC, $PEP, $DE, $KLAC. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$GILD$WFC$PEP
$186M
61 positions
#2Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$PEP$WFC$DE$GILD
$447M
77 positions
#3Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$PEP$DE$GILD
$142M
106 positions
#4HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$PEP$WFC$GILD
$323M
168 positions
#5TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$PEP$WFC$KLAC$DE
$134M
101 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$GILD$WFC$PEP
$1.3B
58 positions
#7CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$WFC$KLAC
$1.3B
99 positions
#8Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$PEP$GILD$DE
$473M
58 positions
#9DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$PEP$WFC$DE
$530M
92 positions
#10COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$PEP$WFC$DE
$166M
88 positions
#11BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$PEP$WFC$DE
$356M
32 positions
#12Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$PEP$WFC$DE
$797M
110 positions
#13Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$PEP$WFC$DE
$465M
29 positions
#14Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$GILD$KLAC$PEP
$410M
118 positions
#15PCB Capital LLCPassive
Some overlap · 3 shared positions
$PEP$WFC$KLAC
$82M
114 positions
#16JPL Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GILD$PEP$DE
$504M
1,876 positions
#17Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$WFC$PEP$KLAC
$295M
65 positions
#18Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$PEP$KLAC$DE
$1.1B
204 positions
#19SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$PEP$GILD
$296M
134 positions
#20GREAT LAKES ADVISORS, LLCPassive
Some overlap · 3 shared positions
$WFC$GILD$PEP
$13.1B
825 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$PEP$DE$WFC
$181M
81 positions
#22UNITED BANKActive
Some overlap · 3 shared positions
$PEP$GILD$KLAC
$853M
130 positions
#23Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$PEP$GILD$KLAC
$398M
113 positions
#24Bayesian Capital Management, LPPassive
Some overlap · 3 shared positions
$PEP$WFC$GILD
$156M
223 positions
#25Deseret Mutual Benefit AdministratorsPassive
Some overlap · 3 shared positions
$GILD$KLAC$PEP
$306M
518 positions

Compare Johnson Wealth’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 Johnson Wealth’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.