What hedge funds are most similar to JLB & ASSOCIATES INC?

The funds with the most similar 13F portfolios to JLB & ASSOCIATES INC are Union Heritage, Port, HFR Wealth, 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 JLB & ASSOCIATES

13F Portfolio OverlapQ2 2026JLB & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

JLB & ASSOCIATES INC is an institutional investor managing $748M across 68 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 JLB & ASSOCIATES are Union Heritage, Port, HFR Wealth, with shared positions in $APH, $KLAC, $SEIC, $ORLY, $EXPD, $GGG. The full ranking of 25 similar funds is below.

#1Union Heritage Capital, LLCPassive

Substantial overlap · 15 shared positions

$APH $KLAC $SEIC $ORLY $EXPD $GGG

$295M

65 positions

#2Port Capital LLCActive

Notable overlap · 8 shared positions

$APH $ORLY $PGR $GGG $AME $CPRT

$2.5B

108 positions

#3HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $TJX $AMGN $PKG $ROL

$410M

53 positions

#4Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$APH $TJX $CASY $AME $SHW $NVO

$363M

45 positions

#5EVEXIA WEALTH LLCPassive

Notable overlap · 6 shared positions

$KLAC $CASY $NOC $SYK $WSM $HUBB

$369M

77 positions

#6FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $ROST $PGR $AME $GGG $SYK

$4.8B

92 positions

#7Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $KLAC $TJX $AME

$214M

50 positions

#8PineStone Asset Management Inc.Active

Notable overlap · 8 shared positions

$KLAC $TJX $AON $GGG $CPRT $PEP

$16.2B

44 positions

#9JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$KLAC $APH $TJX $MRSH $SHW $SYK

$4.1B

83 positions

#10HARVEY INVESTMENT CO LLCActive

Notable overlap · 6 shared positions

$TJX $APH $ORLY $PEP $CPRT $AME

$918M

99 positions

#11DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$APH $AON $PGR $AME $ROL

$662M

37 positions

#12Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $APH $ROL

$4.8B

32 positions

#13Alcosta Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KLAC $APH $ROST $TJX

$148M

22 positions

#14Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $ROST $AME $AXP $SYK

$1.4B

31 positions

#15MARSHFIELD ASSOCIATESActive

Notable overlap · 5 shared positions

$TJX $ROST $ORLY $EXPD $PGR

$4.3B

17 positions

#16CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $APH $PEP $SYK

$1.3B

99 positions

#17Jones Kertz & Associates, Inc.Active

Notable overlap · 3 shared positions

$KLAC $APH $AMGN

$217M

66 positions

#18Sierra Legacy GroupPassive

Notable overlap · 5 shared positions

$TJX $ROST $AME $APH $NOC

$129M

79 positions

#19CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$APH $ORLY $AME $AON $TJX $SHW

$456M

67 positions

#20Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$APH $EXPD $ROL $PEP $SYK $ORLY

$1.5B

68 positions

#21ICW Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$CASY $ORLY $ROST $TJX $AMGN $PEP

$286M

144 positions

#22Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $SYK $TJX

$2.9B

215 positions

#23NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$APH $ROST $ROL $PEP

$606M

79 positions

#24RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 5 shared positions

$APH $TJX $PEP $ORLY $SYK

$794M

188 positions

#25Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $PGR $PEP $NVO $MRSH

$542M

162 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.