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Hedge Funds Similar to JM2

13F Portfolio OverlapQ2 2026JM2 portfolio →
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Most similar hedge funds by 13F overlap

JM2 Capital Inc. is an institutional investor managing $146M across 121 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 JM2 are Renaissance Investment Group, Galaxy Digital GP, Crestwood Advisors Group, with shared positions in $URI, $APH, $CRWD, $DHR, $TMO, $BKNG. The full ranking of 25 similar funds is below.

#1Renaissance Investment Group LLCPassive
Some overlap · 6 shared positions
$URI$APH$CRWD$DHR$TMO$BKNG
$508M
84 positions
#2Galaxy Digital Capital Management GP LLCPassive
Some overlap · 6 shared positions
$APH$CRWD$C$BLK$COF$MS
$206M
67 positions
#3Crestwood Advisors Group, LLCPassive
Some overlap · 6 shared positions
$APH$DHR$URI$TMO$BKNG$QCOM
$6.7B
880 positions
#4ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$APH$C$BLK$TMO$QCOM$MS
$1.7B
652 positions
#5DUNCKER STREETT & CO INCPassive
Some overlap · 5 shared positions
$APH$CRWD$DHR$URI$TMO
$591M
521 positions
#6Asio Capital, LLCActive
Some overlap · 5 shared positions
$APH$CRWD$C$COF$MS
$781M
109 positions
#7Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$URI$CRWD$APH$BKNG$QCOM
$125M
312 positions
#8LS Investment Advisors, LLCActive
Some overlap · 5 shared positions
$APH$DHR$BLK$QCOM$COF
$738M
127 positions
#9Umpqua BankPassive
Some overlap · 5 shared positions
$URI$CRWD$BLK$TMO$MS
$446M
165 positions
#10Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$URI$C$COF$TMO$STX
$134M
104 positions
#11TRUST CO OF OKLAHOMAActive
Some overlap · 5 shared positions
$APH$DHR$BLK$TMO$ICE
$389M
140 positions
#12NZS Capital, LLCActive
Some overlap · 4 shared positions
$URI$APH$DHR$CRWD
$3.9B
61 positions
#13Harbour Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$APH$BLK$TMO$BKNG$ICE
$549M
299 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$URI$APH$DHR$BLK
$606M
79 positions
#15HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 5 shared positions
$C$BLK$COF$TMO$MS
$3.6B
257 positions
#16Guinness Atkinson Asset Management IncPassive
Some overlap · 5 shared positions
$APH$DHR$TMO$ICE$QCOM
$223M
107 positions
#17Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$APH$BLK$TMO$DHR$ICE
$5.9B
141 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$APH$CRWD$QCOM$ICE$MS
$1.7B
479 positions
#19BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$URI$BLK$TMO$ICE$APH
$8.2B
401 positions
#20HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 4 shared positions
$URI$APH$C$COF
$732M
123 positions
#21London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$URI$COF$TMO$ICE$QCOM
$10.9B
203 positions
#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APH$BLK$TMO$ICE$MS
$499M
73 positions
#23Elk River Wealth Management, LLCActive
Some overlap · 5 shared positions
$APH$BLK$TMO$ICE$MS
$628M
103 positions
#24Sterling Investment Counsel, LLCActive
Some overlap · 5 shared positions
$APH$C$TMO$STX$BLK
$425M
197 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$URI$APH$CRWD$BKNG
$228M
70 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.