How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MJP ASSOCIATES /ADV

13F Portfolio OverlapQ1 2026MJP ASSOCIATES /ADV portfolio →

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Most similar hedge funds by 13F overlap

MJP ASSOCIATES INC /ADV is an institutional investor managing $824M across 231 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 MJP ASSOCIATES /ADV are Orion, New England Private Wealth Advisors, Three Cord True Wealth ,, with shared positions in $JHG, $HUM, $AMN, $KKR, $IBM, $BAC. The full ranking of 25 similar funds is below.

#1Orion Capital Management LLCPassive

Notable overlap · 6 shared positions

$JHG $HUM $AMN $KKR $IBM $BAC

$290M

485 positions

#2New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $JHG $AMN $KKR $AGQ

$866M

194 positions

#3Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AMN $AGQ

$180M

39 positions

#4Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$JHG $AMN $HUM $KKR $BAC

$482M

135 positions

#5Advisor OS, LLCPassive

Notable overlap · 6 shared positions

$JHG $HUM $AMN $AGQ $KKR $KO

$1.4B

575 positions

#6Tower Wealth Partners, Inc.Active

Notable overlap · 5 shared positions

$JHG $AMN $AGQ $IBM $APH

$181M

87 positions

#7Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$HUM $AGQ $KKR $AMN $GE

$116M

80 positions

#8FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$176M

104 positions

#9Fusion Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $JHG $KKR $BAC

$371M

104 positions

#10Drake & Associates, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $GE

$525M

97 positions

#11SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $JHG $KO

$6.5B

3,465 positions

#12Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$302M

51 positions

#13Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $AGQ $AMN

$129M

46 positions

#14Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $GE

$162M

100 positions

#15Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $AMN $AGQ $IBM

$476M

199 positions

#16Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$969M

276 positions

#17Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$379M

174 positions

#18Mittelman Wealth ManagementActive

Notable overlap · 5 shared positions

$HUM $KKR $AGQ $GE $IBM

$160M

52 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $KO

$156M

139 positions

#20First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $HUM $IBM $GE

$122M

80 positions

#21Rise Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $HUM $IBM $BAC $KO

$284M

94 positions

#22Prasad Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $IBM

$367M

146 positions

#23GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $KKR $BAC $APH

$143M

67 positions

#24INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$803M

181 positions

#25Destiny Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $RDDT

$914M

1,148 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.