13F Pro

Hedge Funds Similar to Broadhurst Jeffrey B

13F Portfolio OverlapQ1 2026Broadhurst Jeffrey B portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Broadhurst Jeffrey B is an institutional investor managing $98M across 41 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 Broadhurst Jeffrey B are PINNEY & SCOFIELD,, Porter White Investment Advisors,, Rather & Kittrell,, with shared positions in $NSC, $NKE, $IAU, $BITB, $FBTC, $IBIT. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Highly similar · 3 shared positions
$NSC$NKE$IAU
$185M
243 positions
#2Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NSC$IAU
$250M
40 positions
#3Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$NSC$NKE$IAU
$648M
113 positions
#4Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$NSC
$175M
53 positions
#5VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$IAU$NSC
$213M
99 positions
#6Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NKE$BITB$IAU$FBTC
$1.5B
686 positions
#7KALEIDOSCOPE CAPITAL LPActive
Notable overlap · 5 shared positions
$BITB$IBIT$ARKB$ETH$FBTC
$260M
15 positions
#8FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$NKE$IAU$NSC
$242M
73 positions
#9JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$IBIT$IAU
$148M
54 positions
#10Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$NSC
$337M
117 positions
#11Upper Left Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$IAU$IBIT$FBTC$BITB$ARKB
$169M
68 positions
#12FISCHER INVESTMENT STRATEGIES, LLCActive
Notable overlap · 3 shared positions
$NKE$BITB$IBIT
$171M
45 positions
#13ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$NKE$IAU$NSC
$158M
125 positions
#14Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$IBIT
$179M
70 positions
#15Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$IAU$SNPS$NSC
$341M
113 positions
#16CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$NSC
$293M
1,255 positions
#17Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$NSC$IBIT
$607M
110 positions
#18ParaFi Capital LPActive
Notable overlap · 3 shared positions
$BITB$IBIT$FBTC
$462M
22 positions
#19Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$SNPS
$279M
141 positions
#20RAM Investment Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$SNPS
$569M
121 positions
#21WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$FBTC
$508M
107 positions
#22CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 3 shared positions
$NKE$SNPS$IAU
$532M
162 positions
#23LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$NKE$SNPS$NSC
$182M
136 positions
#24Apeiron RIA LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$IBIT
$431M
204 positions
#25Citrine Capital LLCActive
Notable overlap · 4 shared positions
$IAU$FBTC$IBIT$NKE
$231M
58 positions

Compare Broadhurst Jeffrey B’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Broadhurst Jeffrey B’s holdings

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.