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Hedge Funds Similar to Jacobs Equity

13F Portfolio OverlapQ2 2026Jacobs Equity portfolio →
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Most similar hedge funds by 13F overlap

Jacobs Equity LLC is an institutional investor managing $145M across 121 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 Jacobs Equity are Verity & Verity, Weaver C. Barksdale & Associates, DMKC Advisory Services, with shared positions in $STT, $PSX, $PFH, $FNF, $MO, $SIRI. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 5 shared positions
$STT$PSX$PFH$FNF$MO
$1.5B
139 positions
#2Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$SIRI$PSX$QCOM$PFH
$111M
62 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$STT$LOW$MMM$BA$EMR
$530M
92 positions
#4Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$VST$QCOM$LOW$PFH$MMM
$274M
58 positions
#5Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$STT$LOW$MMM$BA$EMR
$1.1B
112 positions
#6Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$VST$LAMR$QCOM$BA
$160M
124 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$LOW$QCOM$EMR
$108M
52 positions
#8CAPITAL MANAGEMENT CORP /VAActive
Some overlap · 4 shared positions
$SIRI$QCOM$LOW$PFH
$666M
72 positions
#9CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$PSX$QCOM
$215M
159 positions
#10Cardinal Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$LOW$STT$MMM$EMR
$861M
140 positions
#11Encore Global Management, LPPassive
Some overlap · 3 shared positions
$STT$CRSP$QCOM
$102M
53 positions
#12Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$STT$LOW$MO$KR
$394M
99 positions
#1310Elms LLPActive
Some overlap · 3 shared positions
$STT$PSX$QCOM
$236M
526 positions
#14MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$LAMR$PSX
$3.7B
159 positions
#15Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$PSX$LAMR$DLR$MMM
$1.3B
286 positions
#16Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$QCOM$PSX$NSSC$MO$EMR
$2.5B
666 positions
#17COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$QCOM$EMR$LOW
$427M
162 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PSX$QCOM$MO$BA
$112M
100 positions
#19Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$QCOM$PFH$DLR$MO$PSX
$94M
64 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$PSX$QCOM$EMR$LOW
$203M
58 positions
#21PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$PSX$QCOM$STT
$1.2B
103 positions
#22Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$QCOM$MO
$7.7B
793 positions
#23Vanderbilt UniversitySmart money
Some overlap · 4 shared positions
$STT$DLR$VST$WPC
$728M
74 positions
#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$QCOM$LOW$WPC$EMR
$2.5B
270 positions
#25Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$STT$PSX$MO
$526M
89 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.