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Hedge Funds Similar to JBR Financial

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

JBR Co Financial Management Inc is an institutional investor managing $274M across 133 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 JBR Financial are MATRIX PRIVATE GROUP, Retirement Investment Advisors, TECTONIC ADVISORS, with shared positions in $UTG, $BX, $OKE, $VZ, $DUK, $PLTR. The full ranking of 25 similar funds is below.

#1MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 6 shared positions
$UTG$BX$OKE$VZ$DUK$PLTR
$230M
143 positions
#2Retirement Investment Advisors, Inc.Smart money
Some overlap · 5 shared positions
$OGE$OKE$PSX$EPD$BANF
$1.4B
66 positions
#3TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$OKE$O$VZ$DUK$EPD$ENB
$2.1B
289 positions
#4Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$OKE$O$VZ$DUK$EPD$ENB
$397M
167 positions
#5Wright Wealth LLCActive
Some overlap · 4 shared positions
$UTG$VZ$EPD$DUK
$167M
54 positions
#6VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$OGE$OKE$BX$VZ
$214M
61 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$O$BX$PSX$VZ$DUK
$201M
57 positions
#8Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$UTG$VRT$BX$PLTR
$599M
225 positions
#9Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$OGE$OKE$DUK$EPD$ATO
$6.4B
88 positions
#10Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$BX$VRT$O$EPD$VZ
$1.5B
188 positions
#11Dupree Financial Group, LLCPassive
Some overlap · 5 shared positions
$O$BX$VRT$VZ$ENB
$267M
81 positions
#12Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$OKE$VRT$VZ$DUK$EPD
$605M
313 positions
#13ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$O$OKE$VZ$DUK$ENB
$604M
159 positions
#14Corps Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$OKE$VZ$EPD$PSX$ENB$PLTR
$124M
99 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$OKE$O$VZ$EPD$ENB
$296M
134 positions
#16EDMP, INC.Passive
Some overlap · 4 shared positions
$OGE$O$VZ$EPD
$124M
70 positions
#17Clarity Financial LLCActive
Some overlap · 6 shared positions
$OKE$VRT$VZ$PLTR$DUK$PSX
$1.2B
132 positions
#18SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$PSX$VRT$OKE$EPD$ENB
$530M
308 positions
#19Magnus Financial Group LLCPassive
Some overlap · 4 shared positions
$UTG$BX$EPD$PLTR
$1.4B
391 positions
#20IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$OKE$VRT$VZ$PLTR
$1.3B
209 positions
#21International Private Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$OKE$VRT$VZ$PLTR
$194M
160 positions
#22Royal Fund Management, LLCPassive
Some overlap · 4 shared positions
$VRT$PSX$BX$OKE
$1.2B
291 positions
#23Bollard Group LLCActive
Some overlap · 5 shared positions
$OKE$DUK$EPD$PSX$ENB
$3.3B
309 positions
#24LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 5 shared positions
$OKE$OGE$EPD$PLTR$BANF
$429M
104 positions
#25Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OGE$OKE$VZ
$353M
212 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.