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 Joel Isaacson

13F Portfolio OverlapQ2 2026Joel Isaacson portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Joel Isaacson & Co., LLC is an institutional investor managing $3.5B across 482 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 Joel Isaacson are Northstar Advisory Group, Frederick Financial Consultants, PARTHENON, with shared positions in $FTAI, $MS, $BNY, $GLW, $EBAY, $AXP. The full ranking of 25 similar funds is below.

#1Northstar Advisory Group, LLCPassive

Some overlap · 6 shared positions

$FTAI $MS $BNY $GLW $EBAY $AXP

$322M

119 positions

#2Frederick Financial Consultants, LLCActive

Slight overlap · 4 shared positions

$PNC $MS $DOV $WFC

$236M

121 positions

#3PARTHENON LLCActive

Slight overlap · 4 shared positions

$PNC $DOV $GLW $AXP

$962M

133 positions

#4Charter Oak Capital Management, LLC

Slight overlap · 3 shared positions

$PNC $DOV $MS

$1.3B

208 positions

#5Prudent Man Investment Management, Inc.Smart money

Slight overlap · 4 shared positions

$PNC $DOV $WFC $AXP

$293M

169 positions

#6Junk Investment Group, LLCActive

Slight overlap · 4 shared positions

$PNC $DOV $WFC $AXP

$226M

97 positions

#7CONNING INC.Passive

Slight overlap · 4 shared positions

$PNC $MS $BNY $GLW

$3.3B

327 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 4 shared positions

$PNC $MS $BNY $WFC

$1.2B

106 positions

#9American Assets Investment Management, LLCActive

Slight overlap · 4 shared positions

$PNC $MS $BNY $WFC

$1.7B

146 positions

#10First Citizens Financial CorpPassive

Slight overlap · 4 shared positions

$PNC $MS $GLW $WFC

$239M

139 positions

#11Insight Inv LLCPassive

Slight overlap · 4 shared positions

$PNC $MS $GLW $AXP

$212M

109 positions

#12MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$DOV $MS $BNY $AXP

$162M

106 positions

#13Park Edge Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $MS $GLW $WFC

$475M

154 positions

#14Neumann Capital Management, LLCActive

Slight overlap · 4 shared positions

$DOV $MS $GLW $WFC

$151M

58 positions

#15C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 4 shared positions

$DOV $MS $BNY $GLW

$245M

494 positions

#16Aspen Grove Capital, LLCPassive

Slight overlap · 4 shared positions

$DOV $MS $BNY $WFC

$694M

214 positions

#17Roble, Belko & Company, IncActive

Slight overlap · 4 shared positions

$DOV $PNC $GLW $AXP

$925M

486 positions

#18Financial Plan, Inc.Smart money

Slight overlap · 4 shared positions

$DOV $MS $BNY $GLW

$1.1B

95 positions

#19CRAWFORD INVESTMENT COUNSEL INCActive

Slight overlap · 3 shared positions

$PNC $DOV $AXP

$6.0B

306 positions

#20BANK OF STOCKTONActive

Slight overlap · 4 shared positions

$MS $PNC $WFC $AXP

$356M

126 positions

#21MAYPORT, LLCSmart money

Slight overlap · 4 shared positions

$DOV $MS $GLW $AXP

$645M

134 positions

#22Wealth Preservation Advisors, LLCActive

Slight overlap · 4 shared positions

$APO $PNC $MS $WFC

$175M

88 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 4 shared positions

$DOV $COR $GLW $AXP

$515M

142 positions

#24Fort Point Capital Partners LLCActive

Slight overlap · 4 shared positions

$DOV $MS $WFC $AXP

$1.4B

254 positions

#25Novak & Powell Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$DOV $PNC $GLW

$212M

171 positions

Compare Joel Isaacson’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Joel Isaacson’s holdings

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.