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Hedge Funds Similar to Jackson, Grant Investment Advisers

13F Portfolio OverlapQ2 2026Jackson, Grant Investment Advisers portfolio →
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Most similar hedge funds by 13F overlap

Jackson, Grant Investment Advisers, Inc. is an institutional investor managing $322M across 421 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 Jackson, Grant Investment Advisers are Vertrix Wealth, Palisade Asset, LCNB, with shared positions in $TJX, $MCD, $EMR, $AMGN, $ABT, $BNY. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$EMR$AMGN$ABT$BNY
$297M
103 positions
#2Palisade Asset Management, LLCPassive
Some overlap · 7 shared positions
$TJX$MCD$DE$AMGN$PEP$ABT
$1.1B
204 positions
#3LCNB CORPPassive
Some overlap · 7 shared positions
$TJX$GLW$DE$EMR$AMGN$PEP
$326M
184 positions
#4GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$TJX$GLW$DE$ASML$AMGN
$310M
83 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TJX$MCD$EMR$AMGN$BNY
$358M
74 positions
#6Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TJX$MCD$EMR$PEP$ABT
$113M
58 positions
#7Tower Wealth Partners, Inc.Active
Some overlap · 6 shared positions
$MCD$GLW$TJX$ASML$AMGN$T
$203M
101 positions
#8Kroeger Financial PartnersActive
Some overlap · 9 shared positions
$TJX$EMR$AMGN$MCD$ASML$T
$103M
141 positions
#9Harrington Investments, INCPassive
Some overlap · 5 shared positions
$TJX$EMR$DE$ASML$AMGN
$206M
82 positions
#10Insight Inv LLCPassive
Some overlap · 5 shared positions
$TJX$GLW$EMR$AMGN$PEP
$212M
109 positions
#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$DE$ASML$AMGN$PEP$ABT
$8.0B
1,334 positions
#12Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$TJX$GLW$EMR$ABT$PM
$596M
127 positions
#13Lineweaver Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$GLW$DE$ASML$AMGN$ABT
$845M
182 positions
#14TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$TJX$GLW$AMGN$PEP$ABT$PM
$1.3B
226 positions
#15Pine Haven Investment Counsel, IncPassive
Some overlap · 7 shared positions
$TJX$EMR$DE$AMGN$PEP$ABT
$149M
116 positions
#16Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$TJX$GLW$MCD$PEP$CL
$148M
412 positions
#17Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MCD$GLW$DE$AMGN$PEP$CL
$319M
130 positions
#18TOMPKINS FINANCIAL CORPPassive
Some overlap · 6 shared positions
$TJX$MCD$GLW$AMGN$PEP$ABT
$1.4B
548 positions
#19GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$TJX$GLW$EMR$AMGN$T$PM
$3.0B
213 positions
#20LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$TJX$MCD$EMR$DE
$782M
179 positions
#21CORDA Investment Management, LLC.Active
Some overlap · 6 shared positions
$MCD$GLW$DE$ASML$PEP$BNY
$1.6B
85 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$TJX$MCD$EMR$PEP$ABT
$321M
107 positions
#23FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$TJX$GLW$DE$ASML
$118M
56 positions
#24Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$TJX$MCD$ASML$ABT$CL
$4.3B
344 positions
#25FIRST HORIZON NATIONAL CORPPassive
Some overlap · 6 shared positions
$TJX$MCD$EMR$AMGN$BNY$PM
$2.6B
1,527 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.