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Hedge Funds Similar to JT Stratford

13F Portfolio OverlapQ2 2026JT Stratford portfolio →
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Most similar hedge funds by 13F overlap

JT Stratford LLC is an institutional investor managing $912M across 321 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 JT Stratford are MRP Investments, Geneva Partners, ADAPT Investment Managers SA, with shared positions in $DELL, $BE, $STRL, $PFE, $PLTR, $ALAB. The full ranking of 25 similar funds is below.

#1MRP Capital Investments, LLCPassive
Notable overlap · 11 shared positions
$DELL$BE$STRL$PFE$PLTR$ALAB
$136M
223 positions
#2Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$BE$STRL$VLO
$375M
75 positions
#3ADAPT Investment Managers SAActive
Some overlap · 4 shared positions
$DELL$PFE$PLTR$WFC
$12.6B
133 positions
#4PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$BE$STRL$PLTR$ALAB
$174M
92 positions
#5Jefferson Bridge Capital, LLCPassive
Some overlap · 4 shared positions
$DELL$PFE$PLTR$DAL
$115M
53 positions
#6VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$DELL$PFE$PGR$DAL
$1.7B
345 positions
#7Straight Path Wealth ManagementActive
Some overlap · 5 shared positions
$BE$PLTR$PFE$ALAB$LUMN
$428M
141 positions
#8Gordian Capital Singapore Pte LtdPassive
Some overlap · 4 shared positions
$DELL$BE$NU$DAL
$58M
126 positions
#9Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$PGR$WFC$PLTR
$248M
55 positions
#10M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$BE$DELL$PFE$WFC
$174M
195 positions
#11INVESTMENT HOUSE LLCPassive
Some overlap · 4 shared positions
$DELL$PGR$SFM$NU
$2.2B
220 positions
#12Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$STRL$BE$PLTR$TOL
$560M
132 positions
#13Virtus Wealth Solutions LLCActive
Some overlap · 3 shared positions
$DELL$BE$ALAB
$735M
53 positions
#14AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DELL$PFE$VLO$DAL
$197M
140 positions
#15Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$PFE$PLTR$WFC
$175M
71 positions
#16Retireful, LLCPassive
Some overlap · 3 shared positions
$DELL$STRL$ALAB
$107M
81 positions
#17Catalyst Funds Management Pty LtdPassive
Some overlap · 4 shared positions
$BE$STRL$ALAB$VLO
$1.8B
643 positions
#18Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$BE$ALAB
$332M
99 positions
#19Life Cycle Investment Partners LtdActive
Some overlap · 5 shared positions
$PGR$BE$PLTR$VLO$DAL
$21.4B
158 positions
#20Kercheville Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$BE$PLTR
$328M
108 positions
#21DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$PFE$WFC
$253M
38 positions
#22Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$DELL$STRL$VLO
$1.4B
101 positions
#23Argyle Capital Management, LLCPassive
Some overlap · 3 shared positions
$DELL$PFE$WFC
$347M
138 positions
#24Meridiem Capital Partners LPPassive
Some overlap · 3 shared positions
$DELL$BE$ALAB
$2.2B
85 positions
#25Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$BE$PLTR$ALAB$WFC
$154M
100 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.