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Hedge Funds Similar to JAG

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

JAG CAPITAL MANAGEMENT, LLC is an institutional investor managing $1.1B across 152 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 JAG are Stanley, MANE GLOBAL, Chicago, with shared positions in $ASML, $MCK, $VRT, $BE, $AXP, $TTWO. The full ranking of 25 similar funds is below.

#1Stanley Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$MCK$VRT$BE$AXP
$754M
37 positions
#2MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 5 shared positions
$ASML$TTWO$DELL$SPCX$SPOT
$1.2B
54 positions
#3Chicago Capital, LLCActive
Some overlap · 5 shared positions
$ASML$VRT$BE$DELL$NOW
$4.2B
361 positions
#4Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ASML$TTWO$VRT$NOW
$2.8B
151 positions
#5MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$ASML$NTRA$VRT$SPCX
$5.5B
86 positions
#6Benchstone Capital Management LPActive
Some overlap · 5 shared positions
$ASML$TTWO$TWLO$SPOT$NOW
$828M
37 positions
#7LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ASML$ROK$MCK$AXP
$213M
124 positions
#8Zweig-DiMenna Associates LLCActive
Some overlap · 5 shared positions
$NTRA$VRT$BE$DELL$SPOT
$1.1B
70 positions
#9PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$VRT$ALAB$BE$NOW$SPOT$URI
$174M
92 positions
#10Aubrey Capital Management LtdPassive
Some overlap · 4 shared positions
$NTRA$VRT$APG$XPO
$160M
39 positions
#11Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$VRT$NTRA$URI
$819M
339 positions
#12One Madison Group LLCActive
Some overlap · 5 shared positions
$TTWO$APG$XPO$SPCX$SPOT
$1.0B
27 positions
#13Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$NOW$SPOT$AXP
$115M
89 positions
#14DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TTWO$VRT$TWLO$ASML
$220M
35 positions
#15WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CASY$VRT$MCK$URI
$276M
75 positions
#16TCW GROUP INCActive
Some overlap · 5 shared positions
$ASML$VRT$MCK$SPOT$NOW
$14.9B
640 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$NOW$SPOT$URI
$228M
70 positions
#18Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$VRT$BE$ALAB
$40.1B
123 positions
#19SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$ASML$CASY$MCK
$200M
48 positions
#20Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$ASML$MCK$NOW$AXP
$456M
50 positions
#21Saturna Capital CORPActive
Some overlap · 3 shared positions
$ASML$ROK$NOW
$8.2B
140 positions
#22Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$VRT$ALAB$NOW
$323M
177 positions
#23FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$XPO$AXP$SPOT
$1.7B
208 positions
#24Counterpoint Mutual Funds LLCActive
Some overlap · 4 shared positions
$CASY$MCK$ALAB$DELL
$1.0B
295 positions
#25Kultura Capital Management LPActive
Some overlap · 4 shared positions
$ASML$BE$DELL$SPCX
$553M
66 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.