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 Junk Investment Group,

13F Portfolio OverlapQ1 2026Junk Investment Group, portfolio →

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Most similar hedge funds by 13F overlap

Junk Investment Group, LLC is an institutional investor managing $191M across 88 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 Junk Investment Group, are Wheelhouse Advisory Group, Compass Financial Group, /SD, SWAN, with shared positions in $MAR, $HUM, $NTRB, $HSY, $KKR, $DOV. The full ranking of 25 similar funds is below.

#1Wheelhouse Advisory Group LLCActive

Substantial overlap · 5 shared positions

$MAR $HUM $NTRB $HSY $KKR

$302M

51 positions

#2Compass Financial Group, INC/SDActive

Notable overlap · 7 shared positions

$MAR $HUM $DOV $UNIT $KKR $HSY

$715M

105 positions

#3SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $UNIT $KKR $MKL

$272M

554 positions

#4Vermillion Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$MAR $HUM $KKR

$255M

1,563 positions

#5Marotta Asset ManagementActive

Notable overlap · 5 shared positions

$MAR $UNIT $TFC $KO $IBM

$543M

103 positions

#6Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$MAR $UNIT $AMGN

$399M

34 positions

#7Mosaic Advisors LLCPassive

Notable overlap · 5 shared positions

$MKL $HUM $NTRB $DOV $MAR

$67M

42 positions

#8LAM GROUP, INC.Passive

Notable overlap · 6 shared positions

$MKL $MAR $UNIT $MDY $AMGN $IBM

$182M

136 positions

#9HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $MKL $AMGN

$1.3B

1,233 positions

#10FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$MAR $IBM $TROW

$1.1B

175 positions

#11John A. Wolfe & Associates, Inc.Active

Notable overlap · 4 shared positions

$MAR $UNIT $KKR $HSY

$65M

42 positions

#12PGIM Custom Harvest LLCActive

Notable overlap · 3 shared positions

$MAR $HSY $HUM

$6.4B

276 positions

#13Blackston Financial Advisory Group, LLCActive

Notable overlap · 7 shared positions

$HUM $NTRB $MAR $KKR $DOV $HSY

$160M

106 positions

#14RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $HSY

$98M

68 positions

#15Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $HUM $UNIT $MDY $KO

$480M

160 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$MKL $HUM $NTRB $DOV $KKR $MAR

$269M

506 positions

#17McClarren Financial Advisors, Inc.Active

Notable overlap · 8 shared positions

$HUM $NTRB $KKR $MAR $UNIT $MKL

$169M

79 positions

#18Capital Planning LLCActive

Notable overlap · 4 shared positions

$MAR $NTRB $HUM $DOV

$307M

82 positions

#19Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MKL $HUM $KKR $UNIT $AMGN

$194M

54 positions

#20Praetorian Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$MAR $NTRB $UNIT $HSY $HUM $NOC

$526M

77 positions

#21Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $AMGN

$358M

716 positions

#22Creekside PartnersPassive

Notable overlap · 6 shared positions

$HUM $MKL $UNIT $DOV $KKR $IBM

$243M

183 positions

#23Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$MAR $NTRB $DOV $KKR $HUM $IBM

$151M

97 positions

#24Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$MKL $HUM $UNIT $KKR

$365M

111 positions

#25Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$MKL $NTRB $UNIT $MDY $VZ $KO

$160M

82 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.