Hedge Funds Similar to Jacobsen

13F Portfolio OverlapQ2 2026Jacobsen portfolio →

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Most similar hedge funds by 13F overlap

Jacobsen Capital Management is an institutional investor managing $342M across 126 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 Jacobsen are Local Pensions Partnership Investment Ltd, Crestwood Advisors Group, KP, with shared positions in $APH, $TMO, $KLAC, $BKNG, $STX. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive

Slight overlap · 4 shared positions

$APH $TMO $KLAC $BKNG

$4.8B

32 positions

#2Crestwood Advisors Group, LLCPassive

Slight overlap · 4 shared positions

$APH $TMO $KLAC $BKNG

$6.7B

880 positions

#3KP Management LLCPassive

Slight overlap · 4 shared positions

$APH $TMO $KLAC $STX

$532M

86 positions

#4JM2 Capital Inc.Passive

Slight overlap · 4 shared positions

$APH $TMO $BKNG $STX

$146M

121 positions

#5MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Slight overlap · 4 shared positions

$TMO $KLAC $APH $STX

$315.2B

1,005 positions

#6Swedbank ABActive

Slight overlap · 4 shared positions

$APH $KLAC $TMO $STX

$116.0B

696 positions

#7Decatur Capital Management, Inc.Active

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$295M

53 positions

#8Guinness Atkinson Asset Management IncPassive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$223M

107 positions

#9Orange Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$823M

143 positions

#10DUNCKER STREETT & CO INCPassive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$591M

521 positions

#11AMICA MUTUAL INSURANCE COActive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$1.2B

142 positions

#12Avanda Investment Management Pte. Ltd.Active

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$299M

39 positions

#13AIA Group LtdActive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$7.9B

322 positions

#14Acumen Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$472M

493 positions

#15INVESCO, LLCActive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$323M

133 positions

#16Railway Pension Investments LtdActive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$8.0B

102 positions

#17Guinness Asset Management LTDActive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$5.9B

141 positions

#18Capital Group Investment Management Pte. Ltd.Passive

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$664M

143 positions

#19CAPITAL INTERNATIONAL LTD /CA/Active

Slight overlap · 3 shared positions

$APH $TMO $KLAC

$3.1B

150 positions

#20Fairbanks Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$169M

48 positions

#21ALTA CAPITAL MANAGEMENT LLC/Active

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$1.3B

109 positions

#22Rathbones Group PLCActive

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$27.1B

665 positions

#23Broadway Wealth Solutions, Inc.Smart money

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$214M

92 positions

#24Renaissance Investment Group LLCPassive

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$508M

84 positions

#25MOTCOPassive

Slight overlap · 3 shared positions

$APH $TMO $BKNG

$1.2B

840 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.