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Hedge Funds Similar to John A. Wolfe & Associates,

13F Portfolio OverlapQ1 2026John A. Wolfe & Associates, portfolio →
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Most similar hedge funds by 13F overlap

John A. Wolfe & Associates, Inc. is an institutional investor managing $65M across 42 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 John A. Wolfe & Associates, are SWAN, Wheelhouse Advisory Group, Junk Investment Group,, with shared positions in $MAR, $KKR, $UNIT, $USB, $AMN, $HSY. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$MAR$KKR$UNIT$USB
$272M
554 positions
#2Wheelhouse Advisory Group LLCActive
Notable overlap · 5 shared positions
$MAR$AMN$HSY$KKR$USB
$302M
51 positions
#3Junk Investment Group, LLCPassive
Notable overlap · 4 shared positions
$MAR$UNIT$KKR$HSY
$191M
88 positions
#4LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$MAR$AMN$UNIT
$182M
136 positions
#5Vermillion Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$MAR$KKR$USB$BRZE
$255M
1,563 positions
#6FIDUCIARY ADVISORS, INC.Active
Notable overlap · 6 shared positions
$KKR$AMN$UNIT$USB$BRZE$MAR
$133M
121 positions
#7Financial Perspectives, IncPassive
Notable overlap · 3 shared positions
$MAR$KKR$USB
$358M
716 positions
#8White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$MAR$UNIT$USB$BRZE
$721M
145 positions
#9RCW Management, LLCPassive
Notable overlap · 3 shared positions
$MAR$KKR$HSY
$98M
68 positions
#10Financial Freedom, LLCPassive
Notable overlap · 5 shared positions
$MAR$UNIT$HSY$USB$BRZE
$201M
426 positions
#11CVA Family Office, LLCPassive
Notable overlap · 4 shared positions
$MAR$KKR$AMN$USB
$950M
1,838 positions
#12Compass Financial Group, INC/SDActive
Notable overlap · 5 shared positions
$MAR$UNIT$KKR$USB$HSY
$715M
105 positions
#13Praetorian Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$MAR$UNIT$HSY$BRZE$USB
$526M
77 positions
#14WMG Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$MAR$AMN$BRZE
$240M
100 positions
#15Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$UNIT$KKR$USB$BRZE
$98M
68 positions
#16Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$MAR$HSY$USB
$320M
972 positions
#17FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 5 shared positions
$KKR$UNIT$AMN$BRZE$MAR
$176M
104 positions
#18COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 4 shared positions
$AMN$UNIT$KKR$BRZE
$489M
161 positions
#19Advantage Trust CoActive
Notable overlap · 3 shared positions
$MAR$UNIT$HSY
$223M
123 positions
#20Capital Advisors Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$MAR$KKR$AMN$USB$UNIT
$745M
219 positions
#21Madden Advisory Services, Inc.Passive
Notable overlap · 3 shared positions
$MAR$HSY$BRZE
$254M
108 positions
#22Cherry Tree Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$KKR$UNIT$AMN$BRZE$USB
$473M
582 positions
#23Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 4 shared positions
$KKR$UNIT$USB$BRZE
$365M
111 positions
#24CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$MAR$UNIT$KKR$USB
$149M
96 positions
#25Integrity Wealth Solutions LLCPassive
Notable overlap · 4 shared positions
$AMN$KKR$UNIT$BRZE
$255M
130 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.