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Hedge Funds Similar to Journey Advisory Group

13F Portfolio OverlapQ2 2026Journey Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Journey Advisory Group, LLC is an institutional investor managing $1.3B across 282 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 Journey Advisory Group are DIVIDEND ASSETS, ARWA, O'Domhnaill Enterprises, with shared positions in $CTAS, $TJX, $NEE, $CASY, $AMP, $KLAC. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$CTAS$TJX$NEE$CASY$AMP$KLAC
$517M
137 positions
#2ARWA LLCPassive
Some overlap · 5 shared positions
$WM$CASY$TJX$CTAS$NEE
$241M
139 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$MPC$WM$VLO$CLX
$125M
61 positions
#4HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$CASY$TJX$NEE$RRC$KLAC
$1.7B
479 positions
#5WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$MPC$TJX$NEE$CASY
$947M
155 positions
#6Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$WM$CTAS$NEE$AMP$TJX
$1.1B
102 positions
#7Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$MPC$CSX$KLAC$TJX
$257M
258 positions
#8HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WM$TJX$CTAS$NEE
$410M
53 positions
#9Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WM$VLO$TJX$CSX
$186M
137 positions
#10Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$MPC$WM$TJX
$412M
181 positions
#11Praetorian PR LLCActive
Some overlap · 3 shared positions
$MPC$LINC$VLO
$314M
14 positions
#12PITTENGER & ANDERSON INCPassive
Some overlap · 4 shared positions
$WM$TJX$CTAS$CSX
$2.8B
507 positions
#13Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$MPC$KLAC$VLO$TJX
$410M
118 positions
#14Vontobel Holding Ltd.Passive
Some overlap · 5 shared positions
$WM$CTAS$NEE$TJX$KLAC
$31.4B
1,469 positions
#15SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$WM$TJX$CTAS$CSX
$125M
51 positions
#16JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$WM$TJX$CTAS$KLAC
$4.1B
83 positions
#17Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$WM$CASY$NEE$KLAC
$147M
66 positions
#18M3 Wealth Management, LLCActive
Some overlap · 4 shared positions
$WM$VLO$NEE$CSX
$154M
35 positions
#19KWMG, LLCPassive
Some overlap · 3 shared positions
$MPC$VLO$TJX
$1.4B
153 positions
#20United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$MPC$VLO$TJX
$763M
98 positions
#21CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$MPC$VLO$TJX
$129M
214 positions
#22Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$WM$TJX$NEE$KLAC
$1.6B
184 positions
#23RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$WM$TJX$NEE$VLO
$794M
188 positions
#24Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$WM$VLO$NEE$KLAC
$582M
238 positions
#25Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$VLO$TJX$NEE$CSX
$170M
61 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.