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Hedge Funds Similar to JMN Financial

13F Portfolio OverlapQ1 2026JMN Financial portfolio →
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Most similar hedge funds by 13F overlap

JMN Financial LLC is an institutional investor managing $102M across 189 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 JMN Financial are DGS ,, Bridgewater Associates,, Value Aligned Research Advisors,, with shared positions in $CLS, $SKM, $FHI, $LRCX, $DAC, $AMAT. The full ranking of 25 similar funds is below.

#1DGS Capital Management, LLCPassive
Some overlap · 12 shared positions
$CLS$SKM$FHI$LRCX$DAC$AMAT
$609M
629 positions
#2Bridgewater Associates, LPActive
Some overlap · 5 shared positions
$LRCX$AMAT$CLS$ASML$MO
$22.4B
993 positions
#3Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$LRCX$CLS$AMAT$ASML
$20.7B
107 positions
#4Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$LRCX$AMAT$NVS$ASML
$258M
67 positions
#5Triasima Portfolio Management inc.Passive
Some overlap · 4 shared positions
$CLS$LRCX$NVS$GILD
$661M
137 positions
#6GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 4 shared positions
$LRCX$AMAT$GILD$ASML
$6.0B
624 positions
#7PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$LRCX$NVS$BHP$ASML
$426M
424 positions
#8DJE Kapital AGActive
Some overlap · 4 shared positions
$LRCX$AMAT$ASML$GILD
$4.5B
113 positions
#9Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$LRCX$AMAT$GILD$MO
$1.9B
378 positions
#10Fusion Capital, LLCActive
Some overlap · 4 shared positions
$LRCX$JHG$BHP$SAN
$371M
104 positions
#11STF Management LP
Some overlap · 4 shared positions
$LRCX$AMAT$GILD$ASML
$107M
101 positions
#12Monument Capital ManagementPassive
Some overlap · 4 shared positions
$LRCX$AMAT$SAN$GILD
$399M
217 positions
#13Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$LRCX$BHP$SAN$ASML$BBVA
$339M
47 positions
#14Marshall Financial Group, LLCPassive
Some overlap · 4 shared positions
$LRCX$JHG$AMAT$NVS
$625M
293 positions
#15MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$LRCX$CLS$ASML
$2.8B
64 positions
#16China Universal Asset Management Co., Ltd.Passive
Some overlap · 4 shared positions
$LRCX$AMAT$NVS$GILD
$1.3B
502 positions
#17Keudell/Morrison Wealth ManagementPassive
Some overlap · 4 shared positions
$LRCX$GILD$MO$ASML
$489M
245 positions
#18Ballast Rock Private Wealth LLCPassive
Slight overlap · 3 shared positions
$LRCX$AMAT$JHG
$181M
177 positions
#19FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$LRCX$AMAT$JHG
$399M
173 positions
#20Persium Advisors, LLCActive
Slight overlap · 3 shared positions
$LRCX$AMAT$BHP
$127M
60 positions
#211620 INVESTMENT ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$NVS$FHI$JHG$GILD
$148M
658 positions
#22Elite Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$LRCX$CLS$GILD
$308M
49 positions
#23Myriad Asset Management US LPActive
Slight overlap · 5 shared positions
$BHP$LRCX$ASML$SAN$BBVA
$67M
46 positions
#24Verdad Advisers, LPPassive
Slight overlap · 3 shared positions
$LRCX$FHI$AMAT
$89M
179 positions
#25Taylor Hoffman Capital Management LLCPassive
Slight overlap · 3 shared positions
$LRCX$AMAT$SEIC
$325M
116 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.