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Hedge Funds Similar to Johnson Bixby & Associates

13F Portfolio OverlapQ2 2026Johnson Bixby & Associates portfolio →
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Most similar hedge funds by 13F overlap

Johnson Bixby & Associates, LLC is an institutional investor managing $896M across 131 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 Johnson Bixby & Associates are KFA Private Wealth Group, Beacon Financial Strategies, Affiance Financial, with shared positions in $MAR, $DOV, $MCD, $NSC, $KR, $ECL. The full ranking of 25 similar funds is below.

#1KFA Private Wealth Group, LLCActive
Slight overlap · 4 shared positions
$MAR$DOV$MCD$NSC
$415M
150 positions
#2Beacon Financial Strategies CORPActive
Slight overlap · 4 shared positions
$MAR$DOV$KR$MCD
$201M
209 positions
#3Affiance Financial, LLCSmart money
Slight overlap · 4 shared positions
$MAR$DOV$MCD$ECL
$695M
111 positions
#4Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$MAR$DOV$WM
$1.1B
102 positions
#5Henshaw Capital LLCActive
Slight overlap · 3 shared positions
$MAR$DOV$MCD
$3.1B
160 positions
#6BFI Infinity Ltd.Active
Slight overlap · 3 shared positions
$MAR$DOV$MCD
$337M
64 positions
#7SL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$WM$MCD$WMB$ECL
$57M
32 positions
#8BOYAR ASSET MANAGEMENT INC.Active
Slight overlap · 3 shared positions
$MAR$WM$MCD
$174M
77 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Slight overlap · 3 shared positions
$MAR$WM$MCD
$529M
75 positions
#10TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$MAR$DOV$WMB
$686M
151 positions
#11BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 3 shared positions
$MAR$WM$DOV
$1.5B
234 positions
#12Kinsale Capital Group, Inc.Active
Slight overlap · 3 shared positions
$MAR$MCD$WMB
$754M
41 positions
#13MainStreet Investment Advisors LLCActive
Slight overlap · 3 shared positions
$MAR$WM$MCD
$734M
166 positions
#14FFT WEALTH MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$MAR$WMB$MCD$DOV
$638M
96 positions
#15MQS Management LLCPassive
Slight overlap · 3 shared positions
$MAR$WM$MCD
$82M
253 positions
#16Cassia Capital Partners, LLCActive
Slight overlap · 3 shared positions
$MAR$WM$MCD
$206M
69 positions
#17CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$MAR$MCD$NSC
$116M
77 positions
#18Harold Davidson & Associates Inc.Active
Slight overlap · 3 shared positions
$MAR$MCD$NSC
$231M
59 positions
#19Sone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$MAR$MCD$ECL
$1.3B
108 positions
#20CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$DOV$KR$MCD
$1.1B
157 positions
#21TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Slight overlap · 3 shared positions
$MAR$MCD$ECL
$312M
195 positions
#22Nikulski Financial, Inc.Passive
Slight overlap · 3 shared positions
$MAR$WM$MCD
$464M
180 positions
#23UNITED BANKActive
Slight overlap · 3 shared positions
$DOV$WM$MCD
$853M
130 positions
#24Patrick Mauro Investment Advisor, INC.Active
Slight overlap · 3 shared positions
$DOV$WM$MCD
$199M
38 positions
#25Forum Finance Group S.A.Passive
Slight overlap · 3 shared positions
$DOV$WM$MCD
$278M
344 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.