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Hedge Funds Similar to 4J Wealth

13F Portfolio OverlapQ2 20264J Wealth portfolio →
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Most similar hedge funds by 13F overlap

4J Wealth Management LLC is an institutional investor managing $204M across 111 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 4J Wealth are KM Ltd., Sharkey, Howes & Javer, Chemistry Wealth, with shared positions in $BAH, $IAU, $IBIT, $AXP, $MCO, $BN. The full ranking of 25 similar funds is below.

#1KM Capital Management Ltd.Active
Notable overlap · 3 shared positions
$BAH$IAU$IBIT
$213M
48 positions
#2Sharkey, Howes & JaverActive
Notable overlap · 5 shared positions
$BAH$IAU$AXP$IBIT$MCO
$830M
159 positions
#3Chemistry Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$BN$AXP
$639M
208 positions
#4SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$IAU$IBIT
$250M
65 positions
#5BDFS Capital LLCActive
Some overlap · 3 shared positions
$NOC$IAU$ANET
$203M
117 positions
#6Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$ANET$BN$IAU$IBIT
$683M
131 positions
#7QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$ANET$TDG
$856M
115 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$NOC$AXP
$227M
73 positions
#9CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$AEP$MAR
$212M
113 positions
#10Landing Point Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$NOC$IBIT
$294M
99 positions
#11Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$AXP$MAR$MCO
$286M
108 positions
#12Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ANET$AXP
$281M
154 positions
#13SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$MCO$AXP
$617M
385 positions
#14EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$IAU$ANET$AXP
$193M
120 positions
#15Up Capital Management, Inc.Active
Some overlap · 3 shared positions
$ANET$MAR$HLT
$129M
20 positions
#16Sun Financial IncPassive
Some overlap · 3 shared positions
$ANET$NOC$AXP
$212M
161 positions
#17BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$IAU$TDG$MCO$AXP
$238M
164 positions
#18Taylor Hoffman Capital Management LLCActive
Some overlap · 3 shared positions
$ANET$BN$MCO
$412M
122 positions
#19Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$MAR$AXP
$357M
117 positions
#20Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$ANET$IAU$BAH
$871M
344 positions
#21LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 3 shared positions
$IAU$NOC$AXP
$1.2B
158 positions
#22Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$IAU$MAR$AXP
$223M
120 positions
#23BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$ANET$TDG$MCO
$6.8B
62 positions
#24Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$ANET$IAU$TDG
$345M
111 positions
#25MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$BAH$AXP
$167M
106 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.