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Hedge Funds Similar to JONES FINANCIAL COMPANIES LLLP

13F Portfolio OverlapQ2 2026JONES FINANCIAL COMPANIES LLLP portfolio →
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Most similar hedge funds by 13F overlap

JONES FINANCIAL COMPANIES LLLP is an institutional investor managing $249.8B across 4,961 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 JONES FINANCIAL COMPANIES LLLP are NATIXIS ADVISORS, Group Investment Pte. Ltd., INTERNATIONAL LTD, with shared positions in $LIN, $APH, $KLAC, $ASML, $ADI, $AZN. The full ranking of 25 similar funds is below.

#1NATIXIS ADVISORS, LLCPassive
Some overlap · 8 shared positions
$LIN$APH$KLAC$ASML$ADI$AZN
$88.9B
1,819 positions
#2Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$LIN$APH$KLAC$ASML$DE$AZN
$664M
143 positions
#3CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$LIN$APH$KLAC$ASML$DE$AZN
$3.1B
150 positions
#4CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 6 shared positions
$LIN$KLAC$APH$ASML$ADI$DE
$514M
107 positions
#5Capital International SarlActive
Some overlap · 6 shared positions
$APH$LIN$KLAC$ASML$DE$AZN
$7.1B
287 positions
#6Clarendon Private LLCPassive
Some overlap · 5 shared positions
$LIN$APH$KLAC$ASML$WFC
$156M
124 positions
#7Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$LIN$APH$KLAC$ASML$DE
$454M
56 positions
#8Bank Julius Baer & Co. Ltd, ZurichActive
Some overlap · 5 shared positions
$LIN$APH$KLAC$WFC$AZN
$38.6B
661 positions
#9Miller Capital Partners, Inc.Active
Slight overlap · 5 shared positions
$LIN$KLAC$ASML$ADI$DE
$257M
258 positions
#10S Harris Financial Group, LLCActive
Slight overlap · 5 shared positions
$LIN$KLAC$ASML$DE$AZN
$129M
124 positions
#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$LIN$APH$ASML$ADI$DE
$8.0B
1,334 positions
#12Western Financial Corp/CAActive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$WFC$ADI
$341M
132 positions
#13CONNABLE OFFICE INCActive
Slight overlap · 5 shared positions
$LIN$KLAC$ASML$ADI$APH
$1.1B
231 positions
#14LAZARD ASSET MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$ADI$AZN
$66.1B
1,935 positions
#15Capital International InvestorsActive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$DE$AZN
$483.6B
446 positions
#16Capital International, Inc./CA/Active
Slight overlap · 5 shared positions
$APH$KLAC$ASML$DE$AZN
$14.3B
302 positions
#17GENESIS PRIVATE WEALTH, LLCPassive
Slight overlap · 5 shared positions
$KLAC$APH$ASML$LIN$WFC
$356M
192 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$LIN$ASML$ADI$AZN$NVS
$713M
97 positions
#19Avanda Investment Management Pte. Ltd.Active
Slight overlap · 4 shared positions
$LIN$APH$KLAC$ASML
$299M
39 positions
#20Callan Family Office, LLCPassive
Slight overlap · 5 shared positions
$APH$KLAC$ASML$WFC$NVS
$5.1B
1,226 positions
#21Trueblood Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$LIN$APH$KLAC$ADI
$286M
261 positions
#22Community Financial Services Group, LLCPassive
Slight overlap · 4 shared positions
$LIN$APH$KLAC$ADI
$686M
532 positions
#23Impax Asset Management Group plcActive
Slight overlap · 4 shared positions
$LIN$APH$KLAC$DE
$15.4B
284 positions
#24Madson Wealth Advisors IncActive
Slight overlap · 5 shared positions
$KLAC$ASML$WFC$AZN$NVS
$147M
97 positions
#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 4 shared positions
$LIN$APH$KLAC$ADI
$409M
182 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.