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 Joseph Group

13F Portfolio OverlapQ2 2026Joseph Group portfolio →

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Most similar hedge funds by 13F overlap

Joseph Group Capital Management is an institutional investor managing $476M across 387 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 Joseph Group are HENDLEY, Eastover Investment Advisors, Eliot Finkel Investment Counsel, with shared positions in $PH, $ETN, $AEP, $PGR, $LOW, $AMGN. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive

Notable overlap · 3 shared positions

$PH $ETN $AEP

$283M

47 positions

#2Eastover Investment Advisors LLCActive

Notable overlap · 4 shared positions

$ETN $AEP $PGR $LOW

$254M

49 positions

#3Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$ETN $AMGN $AEP

$214M

33 positions

#4Mendel Capital Management LLCActive

Notable overlap · 4 shared positions

$PH $AMGN $KR $PGR

$222M

99 positions

#5GODSEY & GIBB, INCPassive

Notable overlap · 4 shared positions

$ETN $AEP $AMGN $T

$1.2B

383 positions

#6Aristotle Capital Management, LLCActive

Notable overlap · 4 shared positions

$PH $AMGN $RPM $LOW

$47.7B

212 positions

#7Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$PH $AMGN $PGR $LOW

$1.3B

62 positions

#8First Long Island Investors, LLCActive

Notable overlap · 4 shared positions

$PH $ETN $AMGN $LOW

$1.4B

73 positions

#9Fullerton Fund Management Co Ltd.Active

Notable overlap · 3 shared positions

$PH $GLDM $ETN

$1.6B

119 positions

#10MCDONALD PARTNERS LLCPassive

Some overlap · 4 shared positions

$ETN $AMGN $PGR $RPM

$412M

621 positions

#11DAGCO, INC.Active

Some overlap · 3 shared positions

$PH $ETN $AEP

$541M

117 positions

#12St. Clair Advisors, LLCSmart money

Some overlap · 4 shared positions

$ETN $PGR $AMGN $LOW

$389M

78 positions

#13Advanced Asset Management Advisors IncActive

Some overlap · 4 shared positions

$T $KR $AMGN $AEP

$380M

85 positions

#14GQG Partners LLCActive

Some overlap · 3 shared positions

$PGR $AEP $T

$53.8B

102 positions

#15C WorldWide Group Holding A/SActive

Some overlap · 3 shared positions

$PH $PGR $VRTX

$4.1B

97 positions

#16Phoenix Wealth AdvisorsActive

Some overlap · 3 shared positions

$ETN $MPC $AMGN

$297M

129 positions

#17Port Capital LLCActive

Some overlap · 3 shared positions

$PH $PGR $ETN

$2.5B

108 positions

#18Westhampton Capital, LLCPassive

Some overlap · 3 shared positions

$ETN $PH $LOW

$241M

131 positions

#19Tempo Wealth, LLCPassive

Some overlap · 3 shared positions

$PH $PGR $LOW

$675M

237 positions

#20Biltmore Wealth Management, LLCActive

Some overlap · 3 shared positions

$ETN $VRTX $T

$320M

58 positions

#21Buck Wealth Strategies, LLCPassive

Some overlap · 3 shared positions

$AMGN $GLDM $KR

$956M

1,170 positions

#22Forum Private Client Group LLCActive

Some overlap · 3 shared positions

$T $FITB $KR

$336M

86 positions

#23Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$MPC $PGR $GLDM

$412M

181 positions

#24LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$VRTX $PH $AEP

$218M

80 positions

#25Clear Trail Advisors, LLCPassive

Some overlap · 3 shared positions

$ETN $MPC $AMGN

$655M

161 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.