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Hedge Funds Similar to Junk Investment Group

13F Portfolio OverlapQ2 2026Junk Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Junk Investment Group, LLC is an institutional investor managing $226M across 97 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 Junk Investment Group are Fi3 FINANCIAL ADVISORS, OFS Enterprise, MontVue, with shared positions in $DOV, $MDY, $TXN, $AXP, $DIS, $QCOM. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$DOV$MDY$TXN$AXP$DIS$QCOM
$418M
232 positions
#2OFS Enterprise LLCActive
Notable overlap · 5 shared positions
$PNC$MDY$AXP$WFC$VZ
$392M
106 positions
#3MontVue Capital Management, Inc.Active
Notable overlap · 4 shared positions
$MDY$DOV$TFC$VZ
$174M
78 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$PNC$AMGN$TXN$ADP$QCOM$WFC
$1.2B
106 positions
#5PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$PNC$TROW$AXP
$4.8B
22 positions
#6Heritage Investment Group, Inc.Active
Notable overlap · 5 shared positions
$DOV$AMGN$ADP$AXP$WFC
$744M
135 positions
#7SCS Capital Management LLCActive
Notable overlap · 5 shared positions
$DOV$MDY$TFC$HPE$QCOM
$10.6B
485 positions
#8Novak & Powell Financial Services, Inc.Passive
Notable overlap · 5 shared positions
$DOV$AMGN$PNC$TXN$QCOM
$212M
171 positions
#9Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$PNC$AMGN$TXN$ADP$QCOM$WFC
$108M
52 positions
#10Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$AMGN$TXN$VZ$QCOM
$112M
85 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$AMGN$D$VZ$AXP
$130M
76 positions
#12Andrews Advisory Associates, LLCActive
Some overlap · 7 shared positions
$DOV$TROW$TXN$NOC$ADP$QCOM
$208M
86 positions
#13Prudent Man Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$PNC$DOV$AXP$DIS$WFC
$293M
169 positions
#14Nalls Sherbakoff Group, LLC
Some overlap · 4 shared positions
$PNC$TFC$ADP$D
$141M
378 positions
#15Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$AXP
$208M
60 positions
#16Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$TXN
$1.1B
154 positions
#17Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$MDY$PNC
$2.5B
127 positions
#18STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 4 shared positions
$MDY$PNC$VZ$WFC
$395M
283 positions
#19Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$DOV$MDY$DELL
$548M
126 positions
#20Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$TXN$VZ$QCOM
$206M
309 positions
#21Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$MDY$CEG$VZ$ADP
$397M
146 positions
#22DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$MDY$AMGN$TXN$PNC$DIS
$445M
204 positions
#23TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$DELL$HPE
$288M
94 positions
#24Hopwood Financial Services, Inc.Active
Some overlap · 5 shared positions
$MDY$AMGN$TROW$AXP$QCOM
$173M
92 positions
#25Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$TXN$AMGN$QCOM
$471M
146 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.