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Hedge Funds Similar to J. M. Brown & Associates

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

J. M. Brown & Associates Inc. is an institutional investor managing $175M across 167 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. Brown & Associates are Retireful, CHAPIN DAVIS, WIN ADVISORS, with shared positions in $DELL, $CRWD, $ALAB, $MRVL, $KLAC, $FLEX. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive
Notable overlap · 8 shared positions
$DELL$CRWD$ALAB$MRVL$KLAC$FLEX
$107M
81 positions
#2CHAPIN DAVIS, INC.Passive
Some overlap · 6 shared positions
$DELL$KLAC$ALAB$KEYS$MRVL$FLEX
$569M
256 positions
#3WIN ADVISORS, INCPassive
Some overlap · 7 shared positions
$DELL$CRWD$ALAB$MRVL$MTZ$FLEX
$281M
75 positions
#4Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$CRWD$ALAB$DELL$MRVL$FLEX$MTZ
$387M
114 positions
#5CMC Financial GroupActive
Some overlap · 5 shared positions
$DELL$CRWD$ALAB$ON$FLEX
$52M
45 positions
#6Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$DELL$KLAC$CRWD$MRVL$FLEX
$147M
69 positions
#7Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PM$ASML$CRWD$KLAC
$1.6B
184 positions
#8Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$DELL$ASML$KLAC$MRVL
$370M
52 positions
#9BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$PM$KLAC$CMI
$1.7B
401 positions
#10Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$KLAC$MO
$238M
149 positions
#11Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$KLAC$ASML$ALAB$MRVL$ON
$43.9B
1,133 positions
#12Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$KLAC$ASML$MRVL
$375M
75 positions
#13Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$DELL$ASML$KLAC$ON
$257M
258 positions
#14SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$DELL$ASML$IAUM$KLAC
$892M
299 positions
#15MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$ASML$CRWD$MO$CMI$DELL
$360M
118 positions
#16MONETARY MANAGEMENT GROUP INCPassive
Some overlap · 5 shared positions
$DELL$KLAC$CRWD$PM$ASML
$487M
335 positions
#17Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$KLAC$PM
$345M
111 positions
#18Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$DELL$KLAC$CRWD$MRVL
$347M
118 positions
#19Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$PM$CRWD$MO$KLAC$NOK
$319M
123 positions
#20HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$KLAC$CRWD$PM$ASML
$1.7B
479 positions
#21Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$ASML$CRWD$OKE
$399M
113 positions
#22TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DELL$KLAC$MO$CMI
$5.6B
182 positions
#23FACTORY MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$ASML$KLAC$PM$CRWD$MRVL
$10.6B
205 positions
#24Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$KLAC$PM$CMI$MRVL$OKE
$397M
167 positions
#25TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DELL$KLAC$CMI$MRVL
$261M
121 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.