What hedge funds are most similar to JGP Wealth Management, LLC?

The funds with the most similar 13F portfolios to JGP Wealth Management, LLC are Riverview, Somerset, DIVIDEND ASSETS, based on overlapping conviction holdings in the latest SEC filings.

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 JGP Wealth

13F Portfolio OverlapQ2 2026JGP Wealth portfolio →

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Most similar hedge funds by 13F overlap

JGP Wealth Management, LLC is an institutional investor managing $1.1B across 231 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 JGP Wealth are Riverview, Somerset, DIVIDEND ASSETS, with shared positions in $KLAC, $LOW, $ITW, $PAYX, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1Riverview Trust CoActive

Notable overlap · 7 shared positions

$KLAC $LOW $ITW $PAYX $ABT $PEP

$84M

166 positions

#2Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $AMGN $LHX $NEE $LOW $ITW

$354M

186 positions

#3DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$KLAC $FIX $AMGN $WSM $NEE $LOW

$517M

137 positions

#4Aurdan Capital Management, LLCActive

Notable overlap · 9 shared positions

$GWW $AMGN $ADP $LOW $ITW $APD

$394M

99 positions

#5Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$KLAC $FIX $ADP

$378M

224 positions

#6OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $AMGN $LOW

$1.8B

139 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$GWW $LOW $NEE $ADP $AFL $LHX

$857M

166 positions

#8Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$KLAC $AMGN $LHX $ADI $LOW $NEE

$164M

134 positions

#9Jones Kertz & Associates, Inc.Active

Notable overlap · 3 shared positions

$KLAC $AMGN $ADI

$217M

66 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $ADI $LOW $PEP

$1.3B

99 positions

#11BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ADI $AMGN $LOW $ITW $APD $ADP

$346M

113 positions

#12SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GWW $ADP $LHX $NEE $APD $TPL

$205M

55 positions

#13Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $ADP $NKE

$4.8B

32 positions

#14BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 9 shared positions

$AMGN $ADP $LOW $APD $ITW $PAYX

$235M

33 positions

#15FourThought Financial Partners, LLCPassive

Notable overlap · 8 shared positions

$KLAC $NEE $LOW $APD $AMGN $PNC

$1.3B

393 positions

#16COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$KLAC $AMGN $PNC $PEP $AFL $LOW

$414M

164 positions

#17Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$KLAC $LOW $PAYX $PEP

$542M

162 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$PNC $AMGN $NEE $LOW $ADP $NKE

$1.2B

106 positions

#19Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $ADI $FIX

$2.5B

166 positions

#20Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$ADI $LHX $AMGN $NEE $APD $LOW

$631M

271 positions

#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$KLAC $ADI $LOW $AFL $ADP $ITW

$390M

103 positions

#22Andrews Advisory Associates, LLCActive

Notable overlap · 9 shared positions

$ADP $GWW $NEE $LOW $APD $NKE

$208M

86 positions

#23PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$GWW $ADP $NEE $LOW $AFL $ABT

$209M

54 positions

#24Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $LOW $SCI $LEN

$147M

35 positions

#25First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ADP $WSM $AMGN $LOW $NEE $ITW

$1.4B

73 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.