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Hedge Funds Similar to JFS WEALTH ADVISORS

13F Portfolio OverlapQ2 2026JFS WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

JFS WEALTH ADVISORS, LLC is an institutional investor managing $2.0B across 2,253 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 JFS WEALTH ADVISORS are COLTON GROOME FINANCIAL ADVISORS, FLC Advisors, Parcion Private Wealth, with shared positions in $KLAC, $STT, $PNC, $PEP, $SCHW, $TJX. The full ranking of 25 similar funds is below.

#1COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$KLAC$STT$PNC$PEP$SCHW$TJX
$414M
164 positions
#2FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$STT$EPD$KLAC$SCHW
$622M
236 positions
#3Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$KLAC$STT$PNC$TJX
$1.8B
529 positions
#4Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$KLAC$EPD$PNC$SCHW
$522M
196 positions
#5GenTrust, LLCActive
Some overlap · 5 shared positions
$EPD$STT$PNC$SCHW$DOV
$2.6B
201 positions
#6Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$KLAC$EPD$PEP$MCD
$398M
113 positions
#7Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$KLAC$EPD$PEP$MCD
$259M
118 positions
#8Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$KLAC$EPD$PEP$MCD
$397M
167 positions
#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$KLAC$ACGL$PEP$SCHW$MCD
$195M
67 positions
#1010Elms LLPPassive
Some overlap · 4 shared positions
$STT$EPD$PEP$MCD
$236M
526 positions
#11Newman Dignan & Sheerar, Inc.Passive
Some overlap · 4 shared positions
$KLAC$STT$PEP$MCD
$523M
197 positions
#12NOVEM GROUPPassive
Some overlap · 4 shared positions
$STT$KLAC$PNC$PEP
$988M
445 positions
#13American TrustActive
Some overlap · 5 shared positions
$KLAC$PEP$SCHW$TJX$DOV
$1.3B
334 positions
#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$STT$PEP
$1.3B
99 positions
#15Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$EPD$MCD$TJX
$1.9B
515 positions
#16MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$STT$KLAC$TJX$DOV
$174M
78 positions
#17PROFFITT & GOODSON INCActive
Some overlap · 5 shared positions
$STT$SCHW$PEP$TJX$DOV
$728M
298 positions
#18CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$KLAC$STT$PEP
$1.3B
88 positions
#19Wilmington Savings Fund Society, FSBPassive
Some overlap · 5 shared positions
$KLAC$STT$PEP$MCD$TJX
$4.5B
1,487 positions
#20Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$ACGL$SCHW$TJX
$2.5B
166 positions
#21Dorato Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$PNC$PEP$MCD
$147M
254 positions
#22AMICA MUTUAL INSURANCE COActive
Some overlap · 3 shared positions
$KLAC$STT$MCD
$1.2B
142 positions
#23Auto-Owners Insurance CoActive
Some overlap · 3 shared positions
$STT$EPD$PEP
$4.4B
95 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$PNC$PEP$MCD
$108M
52 positions
#25Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$STT$MCD$TJX
$495M
200 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.