13F Pro

Hedge Funds Similar to JERICHO FINANCIAL, LLP

13F Portfolio OverlapQ3 2026JERICHO FINANCIAL, LLP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JERICHO FINANCIAL, LLP is an institutional investor managing $202M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JERICHO FINANCIAL, LLP are Valtrion, UNITED BANK, DB Fitzpatrick, with shared positions in $CRWD, $AFL, $WM, $MCD, $ABT, $APD. The full ranking of 25 similar funds is below.

#1Valtrion Capital Management, LLCActive
Notable overlap · 4 shared positions
$CRWD$AFL$WM$MCD
$134M
103 positions
#2UNITED BANKActive
Notable overlap · 6 shared positions
$WM$MCD$ABT$APD$AFL$AWK
$853M
130 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$WM$AFL$CRM$APD
$121M
100 positions
#4Exeter Financial, LLCPassive
Notable overlap · 5 shared positions
$AFL$MCD$WM$APD$CAH
$265M
100 positions
#5LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$WM$MCD$AWK$AMT$CAH
$1.0B
154 positions
#6DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$ABT$MCD$SCHW
$275M
99 positions
#7Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$WM$MCD$ABT
$455M
57 positions
#8LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$WM$MCD$CRM
$138M
71 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$WM$MCD
$360M
73 positions
#10Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$WM$MCD$CRM
$573M
46 positions
#11OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$WM$MCD$APD
$183M
31 positions
#12Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$RMD$MCD$ABT
$1.5B
68 positions
#13PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$WM$MCD$CRM
$85M
34 positions
#14JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$ABT$MCD
$4.1B
83 positions
#15RBO & CO LLCActive
Some overlap · 3 shared positions
$MCD$ABT$WM
$628M
56 positions
#16Decker Wealth Management LLCActive
Some overlap · 3 shared positions
$CRWD$WM$ABT
$493M
122 positions
#171248 Management, LLCActive
Some overlap · 3 shared positions
$CRWD$CRM$SCHW
$256M
149 positions
#18Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$CRWD$ABT
$292M
99 positions
#19Aldebaran Financial Inc.Passive
Some overlap · 4 shared positions
$WM$CRWD$CRM$MCD
$123M
82 positions
#20Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$WM$MCD$APD
$199M
38 positions
#21Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$CRWD$CRM$SCHW
$115M
50 positions
#22Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$WM$AFL$ABT$MCD$AMT
$4.3B
344 positions
#23Volterra Technologies LPPassive
Some overlap · 3 shared positions
$MCD$CRWD$ABT
$694M
303 positions
#24Beck Bode, LLCPassive
Some overlap · 3 shared positions
$CRWD$AWK$CAH
$660M
108 positions
#25Edge Wealth Management LLCActive
Some overlap · 3 shared positions
$WM$MCD$AMT
$666M
89 positions

Compare JERICHO FINANCIAL, LLP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View JERICHO FINANCIAL, LLP’s holdings

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.