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Hedge Funds Similar to Jacksonville Wealth

13F Portfolio OverlapQ2 2026Jacksonville Wealth portfolio →
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Most similar hedge funds by 13F overlap

Jacksonville Wealth Management, LLC is an institutional investor managing $177M across 76 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 Jacksonville Wealth are ZEVENBERGEN INVESTMENTS, MERIDIAN, Slow, with shared positions in $AXON, $CRWD, $MPWR, $MELI, $SHOP, $ASML. The full ranking of 25 similar funds is below.

#1ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$AXON$CRWD$MPWR$MELI$SHOP$ASML
$4.4B
109 positions
#2MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$DE$CRWD$FTNT$ISRG$ASML
$446M
84 positions
#3Slow Capital, Inc.Active
Some overlap · 7 shared positions
$CRWD$FTNT$ISRG$DE$MELI$ASML
$857M
111 positions
#4Equity Wealth Partners, LLCActive
Some overlap · 8 shared positions
$AXON$CRWD$MELI$SHOP$ASML$ISRG
$278M
109 positions
#5ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$CRWD$AXON$ISRG$MELI$SHOP$PLTR
$551M
40 positions
#6DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$DE$FTNT$MELI$AFL$WM$CMI
$124M
100 positions
#7NZS Capital, LLCActive
Some overlap · 6 shared positions
$AXON$ISRG$CRWD$MPWR$MELI$SHOP
$3.9B
61 positions
#8Atala Financial IncPassive
Some overlap · 4 shared positions
$DE$AXON$SHOP$DIS
$165M
121 positions
#9GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$AXON$CRWD$DE$ISRG
$135M
78 positions
#10Juno Financial Group LLCActive
Some overlap · 4 shared positions
$DE$CRWD$CMI$LOW
$282M
73 positions
#11Nikko Asset Management Americas, Inc.Passive
Some overlap · 7 shared positions
$DE$CRWD$MELI$SHOP$ROKU$PLTR
$7.7B
276 positions
#12Arlington Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DE$ISRG$ASML$DIS$ILMN
$787M
107 positions
#13DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AXON$ISRG$MELI$SHOP$ASML
$220M
35 positions
#14SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AXON$ISRG$MELI$SHOP$ASML
$26.9B
71 positions
#15Murphy & Mullick Capital Management CorpPassive
Some overlap · 7 shared positions
$DE$AXON$CRWD$ISRG$WM$ASML
$161M
666 positions
#16BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$CRWD$FTNT$ISRG$WM$DIS
$213M
305 positions
#17Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$DE$CRWD$WFC
$174M
77 positions
#18PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 5 shared positions
$AXON$CRWD$ASML$WFC$LOW
$179M
91 positions
#19VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$AFL$MDY$ASML$WFC
$142M
108 positions
#20Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$DE$MELI$SHOP$LOW
$147M
35 positions
#21Synergy Financial Group, LTDPassive
Some overlap · 6 shared positions
$CRWD$MELI$SHOP$ASML$AXON$DIS
$139M
119 positions
#22Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$CRWD$AFL$SHOP$WM$CMI$DIS
$134M
103 positions
#23Quad-Cities Investment Group, LLCPassive
Some overlap · 4 shared positions
$DE$AXON$ASML$WFC
$278M
209 positions
#24Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$CRWD$ISRG$MELI$SHOP$ASML$PLTR
$323M
177 positions
#25J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DE$CRWD$WM
$103M
102 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.