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Hedge Funds Similar to J. Team Financial

13F Portfolio OverlapQ2 2026J. Team Financial portfolio →
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Most similar hedge funds by 13F overlap

J. Team Financial, Inc. is an institutional investor managing $103M across 102 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. Team Financial are SACKS & ASSOCIATES, Marshall & Sterling Wealth Advisors, Cedar Point Partners, with shared positions in $STT, $DELL, $DE, $CRWD, $HPE, $WM. The full ranking of 25 similar funds is below.

#1SACKS & ASSOCIATES, LLCPassive
Notable overlap · 6 shared positions
$STT$DELL$DE$CRWD$HPE$WM
$143M
79 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 8 shared positions
$STT$CRWD$ANET$WM$MCK$COP
$169M
339 positions
#3Cedar Point Capital Partners, LLCActive
Notable overlap · 3 shared positions
$STT$DE$CRWD
$174M
77 positions
#4Friday FinancialActive
Notable overlap · 4 shared positions
$STT$DE$PWR$TXN
$506M
119 positions
#5Avantax Planning Partners, Inc.Active
Notable overlap · 4 shared positions
$STT$DE$TXN$COP
$4.0B
454 positions
#6Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$COP$NOC
$522M
147 positions
#7PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$COP$TXN$TPL$MCK$SCHW
$175M
73 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$TXN$WM$ANET$T
$3.0B
213 positions
#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DE$COP$MCK$SCHW$BNY
$355M
257 positions
#10Vivid Wealth Management, LLCPassive
Some overlap · 7 shared positions
$DE$TPL$NOC$ANET$VST$BNY
$280M
73 positions
#11Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$DE$DELL$COP$MCK$HPE$T
$347M
138 positions
#12PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$COP$WM$TXN$STT
$1.2B
103 positions
#13Retireful, LLCPassive
Some overlap · 7 shared positions
$DELL$TXN$CRWD$ANET$FIX$FLEX
$116M
86 positions
#14SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$COP$WM$TXN$STT
$1.3B
97 positions
#15ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$DELL$BNY$SCHW
$709M
91 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DE$WM$DELL$SCHW
$2.5B
270 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$DELL$TXN$WM$WSM
$710M
193 positions
#18Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DE$DELL$TXN
$1.3B
62 positions
#19MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$DE$TPL$CRWD$PWR
$446M
84 positions
#20Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$DELL$TXN
$1.5B
139 positions
#21Stonebridge Financial Group, LLC/CAPassive
Some overlap · 4 shared positions
$STT$CRWD$WM$PWR
$722M
310 positions
#22Stegent Equity Advisors, Inc.Passive
Some overlap · 5 shared positions
$COP$TPL$NOC$TXN$PWR
$126M
93 positions
#23Main Management ETF Advisors, LLCSmart money
Some overlap · 4 shared positions
$STT$CRWD$VST$TER
$3.3B
103 positions
#24SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$STT$DELL$ANET$VST$PWR
$892M
299 positions
#25McKinley Carter Wealth Services, Inc.Active
Some overlap · 6 shared positions
$WM$DELL$MCK$TXN$BNY$PWR
$2.0B
323 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.