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Hedge Funds Similar to FISHMAN JAY A LTD

13F Portfolio OverlapQ2 2026FISHMAN JAY A LTD portfolio →
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Most similar hedge funds by 13F overlap

FISHMAN JAY A LTD/MI is an institutional investor managing $1.3B across 79 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 FISHMAN JAY A LTD are Blue Whale LLP, Cottage Street Advisors, Game Creek, with shared positions in $VRT, $QXO, $SCHW, $BX, $SYK, $NEE. The full ranking of 25 similar funds is below.

#1Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$VRT$QXO$SCHW
$3.2B
27 positions
#2Cottage Street Advisors LLCPassive
Some overlap · 4 shared positions
$BX$VRT$SYK$NEE
$259M
149 positions
#3Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$VRT$XPO$PFE
$283M
77 positions
#4Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$SYK$SCHW
$2.8B
151 positions
#5CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$VRT$SYK$BX$TJX$DE
$655M
117 positions
#6Arnhold LLCActive
Some overlap · 3 shared positions
$VRT$XPO$PFE
$1.4B
113 positions
#7Wellington Shields Capital Management, LLCPassive
Some overlap · 4 shared positions
$QXO$BX$AXP$RDDT
$788M
334 positions
#8Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$QXO$AXP
$652M
146 positions
#9BARR E S & COActive
Some overlap · 4 shared positions
$BX$AXP$SCHW$SHW
$1.8B
112 positions
#10BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$BX$AXP$SCHW
$5.1B
201 positions
#11Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$VRT$SYK$CEG
$163M
93 positions
#12SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 4 shared positions
$VRT$SYK$TJX$DE
$734M
188 positions
#13J. L. Bainbridge & Co., Inc.Active
Some overlap · 4 shared positions
$BX$AXP$NEE$SCHW
$1.3B
115 positions
#14Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$SYK$BX$AXP
$3.0B
312 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 7 shared positions
$AXP$SYK$VRT$XPO$TJX$NEE
$1.7B
208 positions
#16NBZ Investment Advisors LLCActive
Some overlap · 5 shared positions
$VRT$AXP$BX$SCHW$PFE
$256M
86 positions
#17HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$AXP$NEE
$1.1B
115 positions
#18LaFleur & Godfrey LLCPassive
Some overlap · 5 shared positions
$SYK$AXP$SCHW$CEG$NEE
$842M
149 positions
#19Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$BX$AXP$SCHW$QXO$NEE
$1.6B
239 positions
#20Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$SCHW$TJX$NEE
$218M
184 positions
#21Rithm Capital Corp.Active
Some overlap · 3 shared positions
$VRT$CEG$NEE
$81M
38 positions
#22GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$BX$SCHW$TJX
$92M
35 positions
#23Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$RDDT$AXP$TJX
$115M
89 positions
#24Van Cleef Asset Management,IncActive
Some overlap · 4 shared positions
$SYK$AXP$SCHW$CEG
$981M
119 positions
#25guardian investment managementActive
Some overlap · 3 shared positions
$BX$AXP$DE
$155M
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.