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 JACOBS

13F Portfolio OverlapQ3 2026JACOBS portfolio →

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Most similar hedge funds by 13F overlap

JACOBS & CO/CA is an institutional investor managing $1.2B across 132 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JACOBS are Wilson & Boucher, LEDERER & ASSOCIATES INVESTMENT COUNSEL, Juno Financial Group, with shared positions in $CMI, $AMGN, $HON, $SCHW, $PEP, $UNP. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 8 shared positions

$CMI $AMGN $HON $SCHW $PEP $UNP

$170M

121 positions

#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 9 shared positions

$AMGN $UNP $CRWD $SCHW $MCD $GLW

$155M

88 positions

#3Juno Financial Group LLCActive

Notable overlap · 8 shared positions

$CRWD $DE $SCHW $CMI $PEP $GLW

$286M

72 positions

#4Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$CMI $DE $UNP $AMGN $HON $HONA

$814M

61 positions

#5Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$UNP $AMGN $HON $QCOM $PEP $MCD

$108M

52 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$CRWD $SBUX $AMGN $SNPS $MCD $HON

$360M

73 positions

#7Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CMI $DE $AMGN $GLW $ADP $UNP

$231M

125 positions

#8DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$DE $QCOM $AMGN $SCHW $PEP $CARR

$206M

105 positions

#9Northwest Quadrant Wealth Management, LLCSmart money

Notable overlap · 8 shared positions

$CMI $DE $ADP $PEP $UNP $HUBB

$540M

77 positions

#10Pine Haven Investment Counsel, IncPassive

Notable overlap · 7 shared positions

$DE $SBUX $AMGN $SCHW $UNP $PEP

$149M

116 positions

#11CONNING INC.Passive

Notable overlap · 7 shared positions

$CMI $UNP $SBUX $AMGN $MCD $GLW

$3.3B

327 positions

#12Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$UNP $PEP $CARR $MCD $ADP $AXP

$110M

55 positions

#13Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$QCOM $CMI $AMGN $SCHW $PEP $AXP

$762M

267 positions

#14UNITED BANKActive

Notable overlap · 7 shared positions

$CMI $AMGN $PEP $HON $MCD $GLW

$853M

130 positions

#15HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$UNP $AMGN $HON $MCD $HONA $ADP

$363M

92 positions

#16St. Johns Investment Management Company, LLCPassive

Notable overlap · 7 shared positions

$CMI $AMGN $QCOM $MCD $GLW $AXP

$264M

201 positions

#17Sterling Wealth Management, Inc.Active

Notable overlap · 7 shared positions

$DE $CMI $PEP $QCOM $MCD $AXP

$388M

115 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$UNP $QCOM $PEP $ENB $MCD $ADP

$455M

118 positions

#19Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 6 shared positions

$CMI $QCOM $AMGN $SCHW $ENB $ADP

$111M

62 positions

#20Columbia Asset ManagementActive

Some overlap · 8 shared positions

$SBUX $AMGN $UNP $GLW $DE $PEP

$576M

168 positions

#21Midwest Financial Partners Investments, Inc.Active

Some overlap · 7 shared positions

$DE $AMGN $HON $SBUX $HONA $AXP

$260M

80 positions

#22LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$UNP $AMGN $PEP $CARR $MCD $ADP

$273M

104 positions

#23Fruth Investment ManagementPassive

Some overlap · 7 shared positions

$DE $SBUX $UNP $GLW $ADP $PEP

$409M

224 positions

#24Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$CMI $DE $AMGN $ADP $AXP $HUBB

$710M

193 positions

#25Lincoln Capital LLCActive

Some overlap · 9 shared positions

$SBUX $CARR $MCD $SCHW $AXP $UNP

$570M

138 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.