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 JSF Financial

13F Portfolio OverlapQ2 2026JSF Financial portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JSF Financial, LLC is an institutional investor managing $632M across 142 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 JSF Financial are ACORN FINANCIAL ADVISORY SERVICES, Dynasty Wealth, LifeWealth Investments, with shared positions in $IAU, $DELL, $GLW, $MAR, $FLEX, $KLAC. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $DELL $GLW $MAR

$753M

223 positions

#2Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $DELL $FLEX $KLAC

$13.5B

367 positions

#3LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $DELL $MAR $DIS

$374M

136 positions

#4Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $MAR

$467M

141 positions

#5Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $KLAC $STT

$137M

88 positions

#6Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $DELL $STT

$829M

163 positions

#7Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $TRV $STT

$211M

62 positions

#8TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $GLW

$983M

170 positions

#9NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $KLAC $DELL

$838M

122 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$IAU $MO $MAR

$802M

151 positions

#11Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $STT

$246M

210 positions

#12Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $CNP

$433M

79 positions

#13TENET WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $KLAC $MO $DIS

$134M

101 positions

#14WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $GLW $DIS

$536M

107 positions

#15Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $MO $FN $KLAC

$610M

94 positions

#16Alliance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$LAZ $DIS $STT $GLW

$308M

172 positions

#17ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $GLW $MAR

$318M

106 positions

#18NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$LAZ $GLW $DIS

$172M

117 positions

#19MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 4 shared positions

$IAU $DELL $MO $TRV

$130M

80 positions

#20Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $KLAC $MAR

$286M

108 positions

#21AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $MO

$341M

176 positions

#22WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $MO $DELL $DIS

$412M

206 positions

#23Skyline Advisors, Inc.Active

Some overlap · 4 shared positions

$IAU $MO $KLAC $NI

$319M

123 positions

#24Sanchez Gaunt Capital Management, LLCPassive

Some overlap · 3 shared positions

$IAU $KLAC $EXEL

$179M

189 positions

#25DENVER WEALTH MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$LAZ $STT $MO

$349M

109 positions

Compare JSF Financial’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 JSF Financial’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.