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 JMAC ENTERPRISES

13F Portfolio OverlapQ2 2026JMAC ENTERPRISES portfolio →

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Most similar hedge funds by 13F overlap

JMAC ENTERPRISES LLC is an institutional investor managing $593M across 122 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 JMAC ENTERPRISES are Hofer & Associates., CAPE ANN SAVINGS BANK, Oak Asset, with shared positions in $AMGN, $BX, $PEP, $MS, $MCD, $IAU. The full ranking of 25 similar funds is below.

#1Hofer & Associates. IncActive

Substantial overlap · 5 shared positions

$AMGN $BX $PEP $MS $MCD

$143M

78 positions

#2CAPE ANN SAVINGS BANKActive

Notable overlap · 8 shared positions

$IAU $MS $BLK $NEE $GD $MCD

$212M

113 positions

#3Oak Asset Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $MS $QCOM $MCD $PEP $MDT

$317M

112 positions

#4American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$IAU $AMGN $NEE $PEP

$473M

133 positions

#5Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$IAU $AMGN $NEE $LMT $MCD $PEP

$227M

73 positions

#6ROGCO, LPActive

Notable overlap · 7 shared positions

$IAU $MS $BLK $GD $LMT $MCD

$327M

224 positions

#7CPA Asset Management LLCActive

Notable overlap · 7 shared positions

$IAU $PNC $NEE $AMGN $MCD $PEP

$357M

86 positions

#8Ipsen Advisor Group LLCPassive

Notable overlap · 8 shared positions

$IAU $AMGN $PNC $UNP $NEE $LMT

$155M

107 positions

#9Round Hill Asset ManagementActive

Notable overlap · 3 shared positions

$AMGN $C $MDT

$159M

62 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$AMGN $PNC $MS $QCOM $NEE $LMT

$1.2B

100 positions

#11Vision Capital Management, Inc.Active

Notable overlap · 4 shared positions

$IAU $AMGN $QCOM $NEE

$882M

151 positions

#12MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$IAU $AMGN $GD $MCD $PEP

$297M

166 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 10 shared positions

$AMGN $UNP $BX $BLK $C $NEE

$5.3B

210 positions

#14Sage Investment Advisers LLCPassive

Notable overlap · 5 shared positions

$IAU $UNP $C $LMT $MCD

$154M

96 positions

#15Modus Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $BX $NEE $LMT $MCD

$405M

118 positions

#16Red Mountain Financial, LLCActive

Notable overlap · 5 shared positions

$IAU $UNP $LMT $MCD $AMGN

$119M

82 positions

#17BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $UNP $LMT $KMI $PEP

$342M

57 positions

#18Stablepoint Partners, LLCPassive

Notable overlap · 9 shared positions

$AMGN $IAU $QCOM $NEE $LMT $MCD

$723M

260 positions

#19Harvest Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$AMGN $PNC $MS $BX $QCOM $BLK

$202M

58 positions

#20Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $UNP $PEP

$304M

194 positions

#21Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$IAU $UNP $BX $BLK $GD $MCD

$412M

181 positions

#22Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $GD $MCD

$346M

194 positions

#23Granite Group Advisors, LLCActive

Notable overlap · 9 shared positions

$AMGN $PNC $MS $QCOM $NEE $LMT

$158M

78 positions

#24CADINHA & CO LLCActive

Notable overlap · 4 shared positions

$IAU $AMGN $MCD $UNP

$616M

107 positions

#25Cambridge Advisors Inc.Active

Notable overlap · 3 shared positions

$AMGN $UNP $PEP

$581M

182 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.