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 Aurdan, MATTERN, BKM Wealth, 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 OverlapQ2 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 Q2 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 Aurdan, MATTERN, BKM Wealth, with shared positions in $GWW, $COR, $MCHP, $AMGN, $MRSH, $ABT. The full ranking of 25 similar funds is below.

#1Aurdan Capital Management, LLCActive

Some overlap · 6 shared positions

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

$394M

99 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$GWW $COR $AMGN $ABT

$857M

166 positions

#3BKM Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GWW $BAR $AMGN $C

$282M

148 positions

#4Elmwood Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$COR $MCHP $MRSH $ABT $C

$400M

200 positions

#5Columbus Macro, LLCPassive

Slight overlap · 3 shared positions

$GWW $BAR $AMGN

$1.0B

207 positions

#6EADS & HEALD WEALTH MANAGEMENTPassive

Slight overlap · 3 shared positions

$GWW $COR $AMGN

$204M

148 positions

#7Birch Capital Management, LLCPassive

Slight overlap · 3 shared positions

$GWW $COR $AMGN

$205M

79 positions

#8SHEETS SMITH WEALTH MANAGEMENTPassive

Slight overlap · 3 shared positions

$GWW $AMGN $COR

$1.0B

408 positions

#9Kinsale Capital Group, Inc.Active

Slight overlap · 3 shared positions

$GWW $AMGN $MRSH

$754M

41 positions

#10Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 4 shared positions

$MCHP $AMGN $ABT $C

$360M

69 positions

#11TOTH FINANCIAL ADVISORY CORPPassive

Slight overlap · 3 shared positions

$GWW $AMGN $ABT

$1.0B

880 positions

#12JGP Wealth Management, LLCActive

Slight overlap · 3 shared positions

$GWW $AMGN $ABT

$1.1B

231 positions

#13Widmann Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$GWW $MCHP $C

$186M

123 positions

#14United Asset Strategies, Inc.Passive

Slight overlap · 3 shared positions

$GWW $AMGN $C

$1.4B

259 positions

#15BankPlus Trust DepartmentActive

Slight overlap · 3 shared positions

$GWW $AMGN $C

$428M

470 positions

#16BankPlus Wealth Management LLCActive

Slight overlap · 3 shared positions

$GWW $AMGN $C

$222M

126 positions

#17CFS Investment Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$GWW $AMGN $C

$1.5B

357 positions

#18Harrington Investments, INCPassive

Slight overlap · 3 shared positions

$GWW $AMGN $MRSH

$206M

82 positions

#19Wesleyan Assurance SocietyActive

Slight overlap · 3 shared positions

$GWW $MRSH $C

$2.0B

109 positions

#20Te Ahumairangi Investment Management LtdActive

Slight overlap · 3 shared positions

$GWW $MRSH $C

$620M

86 positions

#21Suncoast Equity ManagementActive

Slight overlap · 3 shared positions

$GWW $COR $MRSH

$798M

63 positions

#22Occidental Asset Management, LLCPassive

Slight overlap · 3 shared positions

$COR $AMGN $MRSH

$1.0B

328 positions

#23Strategic Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$MCHP $AMGN $GWW

$117M

260 positions

#24O'Brien Greene & Co. IncPassive

Slight overlap · 3 shared positions

$AMGN $GWW $PHYS

$362M

141 positions

#25Susquehanna Portfolio Strategies, LLCPassive

Slight overlap · 3 shared positions

$COR $AMGN $TRGP

$6.3B

833 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.