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Hedge Funds Similar to JB

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

JB Capital LLC is an institutional investor managing $2.9B across 280 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 JB are ADVISORTRUST PARTNERS, Palouse, NOVEM GROUP, with shared positions in $PNC, $AZN, $EMR, $PLD, $NXPI, $QCOM. The full ranking of 25 similar funds is below.

#1ADVISORTRUST PARTNERS, LLCPassive
Notable overlap · 9 shared positions
$PNC$AZN$EMR$PLD$NXPI$QCOM
$292M
199 positions
#2Palouse Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$QCOM$DELL$VST$HPE$J$NTAP
$160M
124 positions
#3NOVEM GROUPPassive
Notable overlap · 8 shared positions
$QCOM$AZN$PLD$PNC$NXPI$EMR
$988M
445 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$QCOM$PNC$PEP$MDT
$1.2B
106 positions
#5SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$PLD$EMR$AZN$PNC$MDT
$145M
43 positions
#6Robinson Value Management, Ltd.Passive
Notable overlap · 5 shared positions
$QCOM$PLD$IAU$DIS$MDT
$187M
75 positions
#7Telos Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$QCOM$PEP$NXPI$PNC$J
$1.1B
201 positions
#8BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 5 shared positions
$QCOM$PNC$EMR$PEP$DELL
$2.5B
270 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$QCOM$EMR$PEP$MDT
$201M
57 positions
#10Mengis Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$QCOM$AZN$PEP$DELL$EMR$IAU
$658M
218 positions
#11RBA Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$QCOM$PLD$NXPI$CROX$EWBC$MDT
$273M
80 positions
#12SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 5 shared positions
$QCOM$NXPI$VST$DIS$MDT
$3.2B
40 positions
#13Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$AZN$NXPI$BG$PLD
$417M
96 positions
#14Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$PNC$QCOM$PEP$DIS$MDT
$169M
84 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$171M
116 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$QCOM$EMR$PEP
$2.7B
54 positions
#17COLRAIN CAPITAL LLCActive
Some overlap · 4 shared positions
$QCOM$BG$VST$MDT
$295M
25 positions
#18Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$QCOM$EMR$PEP
$380M
85 positions
#19Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$PLD$AZN$PNC$EMR$MDT
$1.6B
1,462 positions
#20VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$EMR$PEP$QCOM$DIS
$367M
111 positions
#21Windsor Capital Management, LLCActive
Some overlap · 7 shared positions
$PNC$EMR$PLD$NXPI$AZN$PEP
$385M
127 positions
#22Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$EMR$PEP$IAU$MDT
$474M
110 positions
#23SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$QCOM$PEP$MDT$DELL
$205M
55 positions
#24ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AZN$EMR$PNC$PLD
$713M
97 positions
#25Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PNC$EMR$PEP$QCOM
$108M
52 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.