What hedge funds are most similar to AMJ Financial Wealth Management?

The funds with the most similar 13F portfolios to AMJ Financial Wealth Management are GKV, CHELSEA COUNSEL, Sunstone Asset, based on overlapping conviction holdings in the latest SEC filings.

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 AMJ Financial Wealth

13F Portfolio OverlapQ2 2026AMJ Financial Wealth portfolio →

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Most similar hedge funds by 13F overlap

AMJ Financial Wealth Management is an institutional investor managing $424M across 86 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 AMJ Financial Wealth are GKV, CHELSEA COUNSEL, Sunstone Asset, with shared positions in $PWR, $ANET, $ORLY, $GLW, $TJX, $EMR. The full ranking of 25 similar funds is below.

#1GKV Capital Management Co., Inc.Passive

Notable overlap · 5 shared positions

$PWR $ANET $ORLY $GLW $TJX

$310M

83 positions

#2CHELSEA COUNSEL COPassive

Notable overlap · 3 shared positions

$PWR $GLW $EMR

$236M

232 positions

#3Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$GLW $NET $ANET $COHR $GSAT

$92M

57 positions

#4LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$GLW $PWR $TT

$320M

82 positions

#5South Street Advisors LLCActive

Notable overlap · 4 shared positions

$PWR $ORLY $TJX $ETN

$769M

84 positions

#6RIPOSTE CAPITAL LLCActive

Notable overlap · 3 shared positions

$GLW $NET $PWR

$451M

27 positions

#7Provident Investment Management, Inc.Active

Notable overlap · 5 shared positions

$GLW $ORLY $TT $CACI $TTWO

$1.0B

89 positions

#8Gladstone Capital Management LLPActive

Notable overlap · 3 shared positions

$PWR $GLW $ETN

$1.0B

40 positions

#9Alpha Financial Partners, LLCActive

Notable overlap · 5 shared positions

$PWR $GLDM $TJX $ETN $ORLY

$190M

118 positions

#10Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$GLW $NEM $COHR

$1.1B

34 positions

#11ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 5 shared positions

$PWR $ANET $TT $TJX $TRGP

$130M

106 positions

#12AMI ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$PWR $GLW $TJX

$1.7B

99 positions

#13Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $TJX $PCAR $EMR

$212M

109 positions

#14MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 3 shared positions

$GLW $NEM $ANET

$167M

84 positions

#15LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ORLY $NEM $ANET $TJX

$218M

80 positions

#16Fullerton Fund Management Co Ltd.Active

Notable overlap · 4 shared positions

$GLW $GLDM $TT $ETN

$1.6B

119 positions

#17RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$GLW $ETN $FDX $TJX

$1.1B

90 positions

#18KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$PWR $NEM $ETN

$165M

96 positions

#19Robbins FarleyPassive

Notable overlap · 4 shared positions

$PWR $ANET $TJX $ETN

$260M

157 positions

#20ARS Investment Partners, LLCActive

Notable overlap · 4 shared positions

$NEM $PWR $ETN $TRGP

$2.3B

181 positions

#21Retireful, LLCPassive

Notable overlap · 4 shared positions

$GLW $ANET $NTAP $COHR

$107M

81 positions

#22Ridge Creek Global, IncPassive

Notable overlap · 3 shared positions

$NEM $PWR $ETN

$129M

94 positions

#23Gunderson Capital Management Inc.Active

Notable overlap · 4 shared positions

$PWR $HAL $ANET $TRGP

$370M

52 positions

#24SENTINEL TRUST CO LBASmart money

Notable overlap · 3 shared positions

$PWR $NET $GLDM

$1.1B

136 positions

#25Bank OZKPassive

Notable overlap · 4 shared positions

$PWR $ANET $TJX $TT

$337M

159 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.