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Hedge Funds Similar to Glass Jacobson Investment Advisors

13F Portfolio OverlapQ3 2026Glass Jacobson Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Glass Jacobson Investment Advisors llc is an institutional investor managing $326M across 615 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Glass Jacobson Investment Advisors are NAVELLIER & ASSOCIATES, Mezzasalma Advisors, Westwind, with shared positions in $VRT, $CRS, $EME, $BE, $PLTR, $HWM. The full ranking of 25 similar funds is below.

#1NAVELLIER & ASSOCIATES INCPassive
Notable overlap · 9 shared positions
$VRT$CRS$EME$BE$PLTR$HWM
$1.3B
322 positions
#2Mezzasalma Advisors, LLCPassive
Some overlap · 8 shared positions
$VRT$CRS$EME$BE$HWM$STX
$493M
159 positions
#3Westwind CapitalPassive
Some overlap · 8 shared positions
$VRT$PLTR$BE$PLD$SNDK$STX
$426M
87 positions
#4PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$VRT$TXN$EME$HWM$STX$SNDK
$389M
77 positions
#5Bannerstone Capital Management, LLCPassive
Some overlap · 6 shared positions
$VRT$PLTR$BE$AXP$ETN$FIX
$119M
113 positions
#6RH Tailwind Management, LLCPassive
Some overlap · 5 shared positions
$VRT$CRS$PLTR$HWM$FIX
$1.0B
58 positions
#7CVFG LLCPassive
Some overlap · 5 shared positions
$VRT$CRS$BE$HWM$STX
$952M
250 positions
#8Aubrey Capital Management LtdPassive
Some overlap · 5 shared positions
$VRT$CRS$PLTR$SNDK$FIX
$115M
38 positions
#9Value Aligned Research Advisors, LLCActive
Some overlap · 6 shared positions
$VRT$BE$EME$STX$SNDK$FIX
$40.1B
123 positions
#10BankChampaign, National AssociationPassive
Some overlap · 5 shared positions
$VRT$PLTR$CRS$HWM$ETN
$120M
202 positions
#11Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$PLTR$VRT$BE$AXP$ETN$SNDK
$560M
132 positions
#12Aragon Global Management, LPActive
Some overlap · 5 shared positions
$VRT$PLTR$BE$STX$SNDK
$264M
23 positions
#13Veracity Capital LLCPassive
Some overlap · 6 shared positions
$CRS$HWM$VRT$AXP$BPRE$STX
$372M
222 positions
#14Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$VRT$TXN$BE$STX$SNDK
$132M
45 positions
#15Rockline Wealth Management, LLCActive
Some overlap · 5 shared positions
$VRT$PLTR$TXN$PSX$AEP
$535M
108 positions
#16ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 6 shared positions
$PLTR$TXN$EME$HWM$SNDK$FIX
$2.2B
253 positions
#17Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$VRT$PLTR$EME$SNDK$FIX
$228M
70 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$CRS$EME$HWM$STX$SNDK$FIX
$590M
131 positions
#19PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$VRT$PLTR$BE$FIX$CEG
$165M
86 positions
#20Worth Financial Advisory Group, LLCPassive
Some overlap · 6 shared positions
$VRT$BE$STX$PSX$ETN$SNDK
$242M
197 positions
#21Transamerica Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$CRS$EME$HWM$ETN$SNDK$FIX
$1.2B
2,188 positions
#22MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$VRT$EME$BE$SNDK$FIX
$657M
117 positions
#23Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$VRT$BE$HWM$STX$SNDK
$201M
75 positions
#24Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$BE$HWM$STX$FIX
$334M
81 positions
#25Retireful, LLCPassive
Some overlap · 5 shared positions
$VRT$TXN$STX$SNDK$FIX
$116M
86 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.