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 JONES FINANCIAL COMPANIES LLLP

13F Portfolio OverlapQ1 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 $208.1B across 4,724 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 JONES FINANCIAL COMPANIES LLLP are TD PRIVATE CLIENT WEALTH, MCF Advisors, Catalyst Investment, with shared positions in $SE, $MS, $HUM, $DDOG, $SNOW, $MDT. The full ranking of 25 similar funds is below.

#1TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 6 shared positions

$SE $MS $HUM $DDOG $SNOW $MDT

$4.8B

1,649 positions

#2MCF Advisors LLCPassive

Some overlap · 5 shared positions

$SE $MS $KKR $HUM $SNOW

$2.3B

1,338 positions

#3Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$SE $MS $KKR $HUM $BAC

$90M

65 positions

#4Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$SE $MS $MDLZ $HUM

$120M

84 positions

#5TSA Wealth Managment LLCPassive

Some overlap · 6 shared positions

$SE $MDLZ $DDOG $SNOW $LIN $KKR

$309M

105 positions

#65T Wealth, LLCPassive

Some overlap · 5 shared positions

$SE $MDLZ $KKR $DDOG $SNOW

$253M

129 positions

#7ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$SE $MDLZ $DDOG $MS $HUM

$324M

72 positions

#8ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$SE $MS $MDLZ $HUM

$132M

105 positions

#9Coign Capital Advisors LLCActive

Some overlap · 5 shared positions

$SE $MS $APH $BAC $ADI

$190M

80 positions

#10Westfuller Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $MS $KKR $SNOW

$232M

756 positions

#11Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$SE $KKR $DDOG $HUM $SNOW

$337M

117 positions

#12WETZEL INVESTMENT ADVISORS, INC.Active

Some overlap · 5 shared positions

$SE $KKR $DDOG $HUM $BAC

$252M

131 positions

#13Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$SE $MDLZ $KKR $HUM

$115M

115 positions

#14DDFG, IncActive

Some overlap · 4 shared positions

$SE $MS $HUM $BAC

$464M

86 positions

#15Storen Legacy Partners, LLCPassive

Some overlap · 3 shared positions

$SE $MS $MDLZ

$319M

102 positions

#16Archer Investment Management, LLCPassive

Some overlap · 4 shared positions

$SE $MS $DDOG $HUM

$238M

108 positions

#17Davis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $DDOG $SNOW

$120M

72 positions

#18WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$SE $MS $HUM $SNOW

$360M

191 positions

#19Dentgroup LLC

Slight overlap · 5 shared positions

$SE $MDLZ $KKR $HUM $SNOW

$146M

93 positions

#20TIAA Wealth Investment Management LLCActive

Slight overlap · 5 shared positions

$SE $DDOG $MS $APH $SNOW

$13.1B

563 positions

#21Interactive Financial AdvisorsActive

Slight overlap · 4 shared positions

$SE $MS $KKR $HUM

$153M

78 positions

#22Verum Partners LLCActive

Slight overlap · 4 shared positions

$SE $MDLZ $HUM $BAC

$527M

176 positions

#23TME FINANCIAL, INC.Passive

Slight overlap · 5 shared positions

$SE $MS $KKR $DDOG $SNOW

$144M

65 positions

#24Strategic Blueprint, LLCPassive

Slight overlap · 3 shared positions

$SE $MS $DDOG

$1.7B

639 positions

#25BCU Wealth Advisors, LLCSmart money

Slight overlap · 3 shared positions

$SE $MS $HUM

$268M

60 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.