How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Jefferson Bridge

13F Portfolio OverlapQ2 2026Jefferson Bridge portfolio →

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Most similar hedge funds by 13F overlap

Jefferson Bridge Capital, LLC is an institutional investor managing $115M across 53 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 Jefferson Bridge are WOODMONT INVESTMENT COUNSEL, 12th Street Asset Company, Persium Advisors, with shared positions in $SNEX, $DELL, $HCA, $DUK, $PNFP, $CB. The full ranking of 25 similar funds is below.

#1WOODMONT INVESTMENT COUNSEL LLCActive

Substantial overlap · 12 shared positions

$SNEX $DELL $HCA $DUK $PNFP $CB

$1.8B

287 positions

#212th Street Asset Management Company, LLCActive

Notable overlap · 4 shared positions

$DELL $PNFP $SNEX $HROW

$702M

32 positions

#3Persium Advisors, LLCSmart money

Notable overlap · 5 shared positions

$DELL $DUK $PFE $CRM $VZ

$153M

69 positions

#4Canal Insurance COActive

Notable overlap · 4 shared positions

$DELL $DUK $PFE $VZ

$456M

76 positions

#5VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$DELL $DAL $PFE $CRM $VZ

$1.7B

345 positions

#6MRP Capital Investments, LLCPassive

Notable overlap · 4 shared positions

$DELL $SNEX $PLTR $PFE

$136M

223 positions

#7Financial Strategies Group, Inc.Active

Notable overlap · 3 shared positions

$HCA $CB $VZ

$628M

100 positions

#8Alamar Capital Management, LLCActive

Some overlap · 3 shared positions

$DELL $HCA $WDAY

$198M

88 positions

#9AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 4 shared positions

$DELL $DAL $VZ $PFE

$197M

140 positions

#10ABNER HERRMAN & BROCK LLCActive

Some overlap · 3 shared positions

$DELL $CB $VZ

$1.1B

111 positions

#11DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$DELL $DAL $CB $HCA

$2.4B

174 positions

#12Sanders Capital, LLCActive

Some overlap · 3 shared positions

$HCA $DAL $CRM

$99.8B

47 positions

#13Verity & Verity, LLCActive

Some overlap · 3 shared positions

$DELL $PFE $VZ

$1.5B

138 positions

#14Unify Financial AdvisorsPassive

Some overlap · 3 shared positions

$DELL $CRM $VZ

$108M

90 positions

#15Orca Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ORI $CB $DUK $VZ

$167M

83 positions

#16John Boyer, Inc.Smart money

Some overlap · 4 shared positions

$ORI $DUK $PFE $VZ

$115M

39 positions

#17Deane Retirement Strategies, Inc.Passive

Some overlap · 3 shared positions

$HCA $CB $CRM

$236M

52 positions

#18LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Some overlap · 3 shared positions

$HCA $CB $PFE

$361M

59 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 3 shared positions

$DUK $CB $VZ

$201M

57 positions

#20Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$DELL $PLTR $CB

$158M

100 positions

#21Private Capital Management, LLCActive

Some overlap · 4 shared positions

$HROW $PNFP $PFE $PLTR

$1.1B

202 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$CB $XYL $VZ $CRM $PFE

$116M

240 positions

#23FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$DELL $PLTR $HCA

$490M

188 positions

#24Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$DELL $DUK $PFE $VZ $CB

$347M

138 positions

#25ADAPT Investment Managers SAActive

Some overlap · 5 shared positions

$DELL $CRM $PFE $PLTR $VZ

$12.6B

133 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.