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Hedge Funds Similar to JMN Financial

13F Portfolio OverlapQ2 2026JMN Financial portfolio →
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Most similar hedge funds by 13F overlap

JMN Financial LLC is an institutional investor managing $129M across 229 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 JMN Financial are DGS, CogentBlue Wealth Advisors, Altrius, with shared positions in $CLS, $FHI, $SKM, $DAC, $PRG, $NVS. The full ranking of 25 similar funds is below.

#1DGS Capital Management, LLC
Some overlap · 11 shared positions
$CLS$FHI$SKM$DAC$PRG$NVS
$609M
629 positions
#2CogentBlue Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ASML$ASX$SAN$GLW$BBVA
$108M
52 positions
#3Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$STT$MO$NVS$BBVA$DVN
$526M
89 positions
#4PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$ASML$BHP$SAN$NVS
$468M
419 positions
#5GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ASML$MO$EVRG$NVS
$2.3B
224 positions
#6BAROMETER CAPITAL MANAGEMENT INC.Passive
Slight overlap · 4 shared positions
$SAN$ASX$BHP$BBVA
$360M
136 positions
#7Five Oceans AdvisorsPassive
Slight overlap · 4 shared positions
$ASML$SAN$NVS$BBVA
$262M
184 positions
#8Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$CLS$STT$MO
$251M
74 positions
#9Bannerstone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$CLS$STT$GLW
$119M
113 positions
#10Dilation Capital Management LPActive
Slight overlap · 3 shared positions
$CLS$ASML$ASX
$200M
22 positions
#11RNC CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$MO$GLW$EVRG$DVN
$2.4B
181 positions
#12Westover Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$CLS$ASML$GLW
$616M
244 positions
#13Cadent Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$CLS$ASML$GLW
$466M
186 positions
#14Capital Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$MO
$7.7B
793 positions
#15MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 3 shared positions
$CLS$ASML$GLW
$657M
117 positions
#16Bright Futures Wealth Management, LLC.Passive
Slight overlap · 3 shared positions
$CLS$STT$GLW
$145M
195 positions
#17Gunderson Capital Management Inc.Active
Slight overlap · 3 shared positions
$CLS$ASML$DVN
$359M
54 positions
#18Euro Pacific Asset Management, LLCActive
Slight overlap · 4 shared positions
$SKM$ASML$BHP$NVS
$1.2B
108 positions
#19Viaable, LLCActive
Slight overlap · 3 shared positions
$STT$ASML$SAN
$121M
36 positions
#20TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$STT$MO$GLW
$686M
151 positions
#21GODSEY & GIBB, INCPassive
Slight overlap · 3 shared positions
$STT$GLW$NVS
$1.2B
611 positions
#22COOKSON PEIRCE & CO INCPassive
Slight overlap · 3 shared positions
$STT$GLW$NVS
$3.0B
317 positions
#23Azora Capital LPActive
Slight overlap · 3 shared positions
$STT$PRG$EVR
$2.4B
47 positions
#24Main Street Research LLCActive
Slight overlap · 3 shared positions
$ASML$BHP$GLW
$2.1B
140 positions
#25Geneva Partners, LLCPassive
Slight overlap · 3 shared positions
$ASML$BHP$GLW
$334M
81 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.