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Hedge Funds Similar to JAMES INVESTMENT RESEARCH,

13F Portfolio OverlapQ1 2026JAMES INVESTMENT RESEARCH, portfolio →
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Most similar hedge funds by 13F overlap

JAMES INVESTMENT RESEARCH, INC. is an institutional investor managing $891M across 359 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 JAMES INVESTMENT RESEARCH, are Private Harbour Investment & Counsel,, Cushing Partners,, TriaGen Wealth, with shared positions in $IAU, $ETN, $SLV, $ABT, $MCD, $LIN. The full ranking of 25 similar funds is below.

#1Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$SLV$ABT
$91M
36 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$SLV$LIN
$130M
96 positions
#3TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$OKTA$MCD
$366M
171 positions
#4FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$ETN$ABT$LIN
$1.2B
150 positions
#5Cypress Capital GroupPassive
Some overlap · 4 shared positions
$IAU$MCD$SLV$ABT
$889M
246 positions
#6Wealth Quarterback LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$SLV$MCD
$254M
163 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$MCD$ETN
$218M
69 positions
#8Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$IAU$OKTA$SLV
$1.9B
248 positions
#9Pacific Point Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$ETN
$190M
133 positions
#10Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$OKTA$ETN$IAU$CASY$MCD$VLO
$679M
185 positions
#11Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SLV
$701M
261 positions
#12Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$VLO$LIN
$249M
57 positions
#13WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$SLV
$284M
123 positions
#14WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$OKTA$SLV
$508M
107 positions
#15Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$LIN
$412M
78 positions
#16Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$IAU$MCD$ASML
$1.0B
154 positions
#17Oxbow Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$SLV
$1.2B
245 positions
#18CAPE ANN SAVINGS BANKPassive
Some overlap · 3 shared positions
$IAU$MCD$AEP
$199M
121 positions
#19Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$JBL$LIN
$779M
297 positions
#20Helen Stephens Group, LLCActive
Some overlap · 3 shared positions
$IAU$OKTA$SLV
$501M
124 positions
#21Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$VLO$URI
$166M
127 positions
#22Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$OKTA$ASML
$198M
79 positions
#23Well Done, LLCActive
Some overlap · 4 shared positions
$IAU$SLV$ABT$MCD
$681M
197 positions
#24Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$IAU$ETN$LIN
$118M
85 positions
#25Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$OKTA$ETN
$250M
153 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.