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 Jackson Wealth

13F Portfolio OverlapQ2 2026Jackson Wealth portfolio →

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Most similar hedge funds by 13F overlap

Jackson Wealth Management, LLC is an institutional investor managing $170M across 86 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 Wealth are Cornerstone Investment Partners, GRAND WEALTH, EAGLE ROCK INVESTMENT COMPANY, with shared positions in $KLAC, $COR, $BX, $URI, $AXP, $EVR. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $COR $BX $URI $AXP $EVR

$3.0B

312 positions

#2GRAND WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $COR

$240M

49 positions

#3EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $COR $URI $ETN $AXP

$799M

156 positions

#4Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ETN $URI $AMP

$487M

628 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $ETN $WMB

$1.3B

99 positions

#6Fjell Capital, LLCPassive

Notable overlap · 4 shared positions

$KLAC $BX $ARES $KMI

$178M

84 positions

#7BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 4 shared positions

$KLAC $BX $URI $AJG

$1.5B

234 positions

#8Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$KLAC $ETN $AJG $WMB $BX

$219M

50 positions

#9ALBERT D MASON INCPassive

Notable overlap · 4 shared positions

$KLAC $ETN $PH $KMI

$166M

140 positions

#10COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $BLK

$427M

162 positions

#11Morse Asset Management, IncPassive

Notable overlap · 3 shared positions

$KLAC $EVR $URI

$604M

415 positions

#12Lafayette Investments, Inc.Active

Notable overlap · 3 shared positions

$KLAC $LMT $PH

$542M

162 positions

#13Blue Chip Partners, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $BLK

$1.6B

184 positions

#14EVEXIA WEALTH LLCPassive

Some overlap · 4 shared positions

$KLAC $PH $BLK $ETN

$369M

77 positions

#15Cunning Capital Partners, LPActive

Some overlap · 3 shared positions

$KLAC $URI $AXP

$248M

55 positions

#16Bensler, LLCPassive

Some overlap · 3 shared positions

$KLAC $LMT $AXP

$1.1B

198 positions

#17Riverview Trust CoActive

Some overlap · 3 shared positions

$KLAC $LMT $BLK

$84M

166 positions

#18Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $ETN $PH $BLK $AXP

$655M

539 positions

#19CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$KLAC $ETN $EVR $LMT

$1.3B

88 positions

#20TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$KLAC $ETN $AJG $PH $AXP

$217M

114 positions

#21UNIO CAPITAL LLCActive

Some overlap · 3 shared positions

$KLAC $PH $AXP

$526M

19 positions

#22BROWN BROTHERS HARRIMAN & COActive

Some overlap · 3 shared positions

$KLAC $AJG $PH

$22.8B

1,818 positions

#23Close Asset Management LtdActive

Some overlap · 3 shared positions

$KLAC $COR $AMP

$3.8B

269 positions

#24PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 3 shared positions

$KLAC $URI $AMP

$994M

219 positions

#25OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$KLAC $BX $ETN $BLK

$501M

276 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.