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Hedge Funds Similar to JAMES INVESTMENT RESEARCH

13F Portfolio OverlapQ2 2026JAMES INVESTMENT RESEARCH portfolio →
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Most similar hedge funds by 13F overlap

JAMES INVESTMENT RESEARCH, INC. is an institutional investor managing $984M across 375 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 JAMES INVESTMENT RESEARCH are CAPE ANN SAVINGS BANK, FDx Advisors, Banco de Sabadell, S.A, with shared positions in $IAU, $MCD, $BLK, $ETN, $AEP, $CDNS. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$IAU$MCD$BLK$ETN$AEP$CDNS
$212M
113 positions
#2FDx Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$ASML$LIN$AZN$WDC
$332M
179 positions
#3Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ASML$MCD$VLO$ETN$BLK$TJX
$170M
61 positions
#4ROGCO, LPActive
Some overlap · 5 shared positions
$IAU$MCD$BLK$AEP$CDNS
$327M
224 positions
#5Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$URI$SLV
$819M
339 positions
#6NORTH DALLAS BANK & TRUST COPassive
Some overlap · 5 shared positions
$IAU$ETN$BLK$URI$CDNS
$169M
113 positions
#7Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$LIN$AZN
$490M
80 positions
#8Cypress Capital GroupPassive
Some overlap · 6 shared positions
$IAU$ASML$BLK$MCD$SLV$TJX
$1.1B
314 positions
#9SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$URI$ASML$JBL$AEP
$892M
299 positions
#10RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$ASML$MCD$BLK$ETN$LIN$TJX
$10.4B
645 positions
#11MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$MCD
$297M
166 positions
#12Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$ETN
$219M
129 positions
#13Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$ASML$ETN
$251M
64 positions
#14Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$JBL$ETN$CDNS$LIN
$409M
214 positions
#15Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$IAU$ASML$MCD$AZN
$1.1B
154 positions
#16Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$ETN
$2.8B
151 positions
#17SPINNAKER TRUSTActive
Some overlap · 3 shared positions
$IAU$ASML$BLK
$2.1B
309 positions
#18Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$BLK$TJX
$412M
181 positions
#19TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ASML$ETN$CDNS$LIN$AZN$TJX
$3.3B
230 positions
#20Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$LIN$SLV
$145M
99 positions
#21Exit Wealth Advisors, LLC.Passive
Some overlap · 5 shared positions
$IAU$ASML$SLV$ETN$WDC
$220M
150 positions
#22Corient IA LLCPassive
Some overlap · 5 shared positions
$ASML$JBL$CASY$URI$WDC
$108M
249 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$JBL$LIN
$955M
337 positions
#24Eastover Investment Advisors LLCActive
Some overlap · 4 shared positions
$JBL$URI$ETN$AEP
$254M
49 positions
#25BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$ETN$URI$TJX
$2.7B
812 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.