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Hedge Funds Similar to J.M. Arbour

13F Portfolio OverlapQ2 2026J.M. Arbour portfolio →
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Most similar hedge funds by 13F overlap

J.M. Arbour, LLC is an institutional investor managing $116M across 132 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.M. Arbour are DELPHI, LifePlan Financial, Graphene Investments SAS, with shared positions in $AZZ, $BATRA, $EXPE, $ITRN, $BHB, $MS. The full ranking of 25 similar funds is below.

#1DELPHI MANAGEMENT INC /MA/Passive
Notable overlap · 6 shared positions
$AZZ$BATRA$EXPE$ITRN$BHB$MS
$102M
83 positions
#2LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$VZ$SLB$CRM$EXPE$IAU
$143M
89 positions
#3Graphene Investments SASPassive
Some overlap · 4 shared positions
$FLEX$CPAY$CRM$MS
$172M
42 positions
#4HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$IRM$SLB$VZ$MS
$508M
127 positions
#5VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$VZ$NFG$CRM$MS
$1.7B
345 positions
#6WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$FLEX$VZ$EXEL
$147M
137 positions
#7TECTONIC ADVISORS LLCPassive
Some overlap · 3 shared positions
$IRM$VZ$HCXY
$2.1B
289 positions
#8Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$CPAY$CRM$LDOS$FANG
$650M
125 positions
#9LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$FLEX$CPAY$EXPE
$7.9B
41 positions
#10Buckland Partners Management Co LLCPassive
Some overlap · 4 shared positions
$IRM$WRB$BATRA$CRM
$204M
97 positions
#11Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$FLEX$CRM$EXPE
$636M
62 positions
#12BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$WRB$MLI$CRM
$926M
149 positions
#13Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$FLEX$IAU$CRM
$490M
80 positions
#14Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$FLEX$IAU$IRM
$111M
101 positions
#15INTREPID CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$BATRA$WRB$IAU
$282M
109 positions
#16F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$VZ$CRM$MLI
$542M
63 positions
#17SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 3 shared positions
$VZ$LDOS$SLB
$169M
104 positions
#18ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$WRB$CPAY$FANG
$3.6B
244 positions
#19CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$VZ$CRM$EXPE
$171M
71 positions
#20EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$EXEL$EXPE$VZ
$127M
135 positions
#21GAMCO INVESTORS, INC. ET ALPassive
Some overlap · 3 shared positions
$BATRA$MLI$NFG
$11.1B
938 positions
#22Friedenthal FinancialPassive
Some overlap · 3 shared positions
$VZ$SLB$APA
$217M
254 positions
#23Townsend & Associates, IncActive
Some overlap · 3 shared positions
$WRB$FANG$IAU
$1.2B
115 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 4 shared positions
$VZ$EXPE$CRM$FANG
$39.3B
2,614 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$VZ$MS$SLB
$499M
73 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.