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Hedge Funds Similar to Jacobs Equity

13F Portfolio OverlapQ1 2026Jacobs Equity portfolio →
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Most similar hedge funds by 13F overlap

Jacobs Equity LLC is an institutional investor managing $112M across 105 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 Jacobs Equity are Grey Fox Wealth Advisors,, Rodgers & Associates, LTD, Wrenne Financial Planning, with shared positions in $UNIT, $GMM, $SCHW, $MAR, $WT, $T. The full ranking of 25 similar funds is below.

#1Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$GMM$SCHW$MAR
$518M
140 positions
#2Rodgers & Associates, LTDActive
Notable overlap · 6 shared positions
$UNIT$GMM$SCHW$WT$T$MO
$982M
101 positions
#3Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$UNIT$GMM$SCHW$WT
$255M
49 positions
#4Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$UNIT$HSY$SCHW
$313M
119 positions
#5Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$UNIT$GMM$SE$SCHW
$476M
78 positions
#6Elm Partners Management LLCActive
Some overlap · 5 shared positions
$RL$GMM$SCHW$HSY$UNIT
$2.3B
158 positions
#7THEORY FINANCIAL LLCPassive
Some overlap · 6 shared positions
$UNIT$HSY$GMM$MAR$SE$WT
$285M
94 positions
#8Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$SCHW$HSY$MAR
$526M
77 positions
#9Partners in Financial PlanningActive
Some overlap · 4 shared positions
$UNIT$SCHW$GMM$SE
$603M
122 positions
#10FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$WT$SE$WPC
$293M
105 positions
#11CAPITAL WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UNIT$GMM$WT
$370M
34 positions
#12Financial Gravity Asset Management, Inc.Passive
Some overlap · 6 shared positions
$GMM$RL$VLTO$MAR$MMM$WT
$562M
973 positions
#13Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$UNIT$SCHW$VLTO
$230M
21 positions
#14Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$UNIT$SCHW$VLTO$MO
$163M
67 positions
#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 6 shared positions
$UNIT$GMM$SCHW$SE$MO$WT
$206M
97 positions
#16Family CFO IncActive
Some overlap · 3 shared positions
$UNIT$VLTO$SCHW
$223M
41 positions
#17Marotta Asset ManagementActive
Some overlap · 3 shared positions
$UNIT$SCHW$MAR
$543M
103 positions
#18SWAN Capital LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$MAR
$272M
554 positions
#19Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$WT$SE
$1.4B
58 positions
#20ASSETMARK, INCPassive
Some overlap · 8 shared positions
$UNIT$VLTO$T$SE$WT$SCHW
$49.0B
3,443 positions
#21Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$MAR$T$GMM
$117M
74 positions
#22Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$UNIT$SCHW$SE
$720M
51 positions
#23Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$SE
$262M
186 positions
#24Inlight Wealth Management, LLCActive
Some overlap · 4 shared positions
$UNIT$SIRI$T$WT
$270M
50 positions
#25ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$GMM$UNIT$HSY$MAR$RL$T
$875M
989 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.