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 J HAGAN

13F Portfolio OverlapQ2 2026J HAGAN portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

J HAGAN CAPITAL, INC. is an institutional investor managing $216M across 92 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 J HAGAN are South Dakota Investment Council, RiverGlades Family Offices, Larry Mathis Financial Planning, with shared positions in $UPS, $ELV, $USB, $HUM, $SLV, $NVS. The full ranking of 25 similar funds is below.

#1South Dakota Investment CouncilActive

Slight overlap · 4 shared positions

$UPS $ELV $USB $HUM

$5.8B

621 positions

#2RiverGlades Family Offices LLCActive

Slight overlap · 4 shared positions

$SLV $NVS $ET $EPD

$218M

108 positions

#3Larry Mathis Financial Planning, LLCPassive

Slight overlap · 3 shared positions

$UPS $ELV $NVS

$131M

150 positions

#4HFG Advisors, Inc.Active

Slight overlap · 4 shared positions

$UPS $ELV $ET $EPD

$160M

117 positions

#5Meriwether Wealth & Planning, LLCActive

Slight overlap · 4 shared positions

$ELV $NVS $ET $EPD

$202M

122 positions

#6Harvest Portfolios Group Inc.Active

Slight overlap · 4 shared positions

$ELV $NVS $SPCX $ISRG

$7.1B

267 positions

#7Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Slight overlap · 3 shared positions

$SLV $UPS $SPCX

$142M

408 positions

#8Miller Financial Services LLCPassive

Slight overlap · 3 shared positions

$SLV $UPS $ISRG

$124M

142 positions

#9Sharp Financial Services, LLCActive

Slight overlap · 3 shared positions

$SLV $UPS $ISRG

$216M

127 positions

#10TopTier Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$SLV $ET $RCL $EPD

$166M

133 positions

#11Revisor Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SLV $ELV $RCL

$416M

371 positions

#12Center for Wealth Management AdvisoryActive

Slight overlap · 3 shared positions

$UPS $ELV $USB

$159M

62 positions

#13Interval Partners, LPPassive

Slight overlap · 3 shared positions

$CHDN $RCL $USB

$3.9B

298 positions

#14Clarus Group, Inc.Active

Slight overlap · 4 shared positions

$SLV $ET $ISRG $EPD

$295M

127 positions

#15McKinney Capital Management, LLCActive

Slight overlap · 3 shared positions

$UPS $ELV $HUM

$254M

87 positions

#16Rench Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$UPS $ELV $ISRG

$372M

67 positions

#17SHRIER WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$UPS $NVS $EPD

$296M

134 positions

#18RIK SAYLOR FINANCIAL, INC.Active

Slight overlap · 3 shared positions

$SLV $ELV $SPCX

$151M

89 positions

#19Capital Advisor Network LLCActive

Slight overlap · 3 shared positions

$SLV $BAR $RCL

$80M

183 positions

#20Manske Wealth ManagementPassive

Slight overlap · 3 shared positions

$UPS $USB $ET

$403M

226 positions

#21Detalus Advisors, LLCActive

Slight overlap · 3 shared positions

$ELV $UPS $USB

$513M

191 positions

#22PCB Capital LLCPassive

Slight overlap · 3 shared positions

$UPS $USB $ISRG

$82M

114 positions

#23Granite Harbor Advisors, Inc.Passive

Slight overlap · 3 shared positions

$ELV $SLV $SPCX

$253M

132 positions

#24Eaton Financial Holdings Company, LLCPassive

Slight overlap · 3 shared positions

$SLV $USB $EPD

$364M

134 positions

#25Royal Palms Capital LLCPassive

Slight overlap · 3 shared positions

$SLV $ET $EPD

$114M

57 positions

Compare J HAGAN’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View J HAGAN’s holdings

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.