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Hedge Funds Similar to James Reed Financial Services

13F Portfolio OverlapQ2 2026James Reed Financial Services portfolio →
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Most similar hedge funds by 13F overlap

James Reed Financial Services, Inc. is an institutional investor managing $131M across 19 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 Reed Financial Services are St. Clair Advisors, SeaBridge Investment Advisors, DAYMARK WEALTH PARTNERS, with shared positions in $PGR, $AMGN, $MMM, $SNDK. The full ranking of 4 similar funds is below.

#1St. Clair Advisors, LLCSmart money
Notable overlap · 3 shared positions
$PGR$AMGN$MMM
$389M
78 positions
#2SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNDK$AMGN$PGR
$692M
188 positions
#3DAYMARK WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$AMGN$PGR$MMM
$4.1B
810 positions
#4New World Advisors LLCSmart money
Slight overlap · 3 shared positions
$MMM$PGR$AMGN
$588M
125 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.