What hedge funds are most similar to J.E. Simmons & Co., P.C.?

The funds with the most similar 13F portfolios to J.E. Simmons & Co., P.C. are Canopy Partners,, Aurdan ,, Family, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to J.E. Simmons & , P.C.

13F Portfolio OverlapQ1 2026J.E. Simmons & , P.C. portfolio →

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Most similar hedge funds by 13F overlap

J.E. Simmons & Co., P.C. is an institutional investor managing $177M across 72 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.E. Simmons & , P.C. are Canopy Partners,, Aurdan ,, Family, with shared positions in $SE, $DHR, $AMGN, $BAC, $KR, $GWW. The full ranking of 25 similar funds is below.

#1Canopy Partners, LLCPassive

Slight overlap · 5 shared positions

$SE $DHR $AMGN $BAC $KR

$291M

245 positions

#2Aurdan Capital Management, LLCActive

Slight overlap · 7 shared positions

$GWW $COR $AMGN $MRSH $MCHP $ABT

$333M

88 positions

#3Family Capital Trust CoActive

Slight overlap · 5 shared positions

$SE $DHR $ABT $TRGP $PHYS

$306M

87 positions

#4ADE, LLCActive

Slight overlap · 4 shared positions

$SE $DHR $PHYS $AMGN

$209M

86 positions

#5SWMG, LLCActive

Slight overlap · 4 shared positions

$SE $DHR $COR $MRSH

$350M

120 positions

#64WEALTH ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$SE $DHR $AGQ $ABT

$117M

142 positions

#7TrueNorth, Inc.Passive

Slight overlap · 3 shared positions

$SE $DHR $GWW

$1.0B

1,033 positions

#8Blueprint Financial Advisors LLCActive

Slight overlap · 3 shared positions

$SE $DHR $PHYS

$675M

100 positions

#9TAGStone Capital, Inc.Passive

Slight overlap · 4 shared positions

$SE $DHR $AMGN $BAC

$283M

137 positions

#10Wealthcare Advisory Partners LLCPassive

Slight overlap · 4 shared positions

$SE $DHR $PHYS $AGQ

$5.1B

1,073 positions

#11Capital Planning Advisors, LLCPassive

Slight overlap · 4 shared positions

$SE $GWW $BAC $ABT

$692M

146 positions

#12Range Financial Group LLCPassive

Slight overlap · 4 shared positions

$SE $COR $AMGN $TRGP

$298M

190 positions

#13ST GERMAIN D J CO INCPassive

Slight overlap · 3 shared positions

$SE $DHR $AMGN

$2.5B

901 positions

#14INVESTED ADVISORSPassive

Slight overlap · 3 shared positions

$SE $DHR $AMGN

$99M

138 positions

#15BEAM WEALTH ADVISORS, INC.Active

Slight overlap · 4 shared positions

$SE $PHYS $DHR $AGQ

$402M

108 positions

#16O'Brien Greene & Co. IncPassive

Slight overlap · 4 shared positions

$DHR $GWW $PHYS $AMGN

$353M

133 positions

#17EQUITABLE TRUST COPassive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$2.2B

463 positions

#18Crestwood Advisors Group, LLCPassive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$5.9B

766 positions

#19Bank of MarinPassive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$137M

135 positions

#20US BANCORP \DE\Passive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$82.4B

4,164 positions

#21Verum Partners LLCActive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$527M

176 positions

#22Wise Wealth PartnersActive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$74M

53 positions

#23Catalyst Investment Management LLCPassive

Slight overlap · 3 shared positions

$SE $DHR $BAC

$90M

65 positions

#24Elmwood Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$SE $COR $MCHP $ABT

$362M

178 positions

#25EMINENCE CAPITAL, LPActive

Slight overlap · 3 shared positions

$SE $DHR $MRSH

$4.4B

33 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.