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 Juno Financial Group

13F Portfolio OverlapQ2 2026Juno Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Juno Financial Group LLC is an institutional investor managing $282M across 73 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 Juno Financial Group are DMKC Advisory Services, COTTONWOOD ADVISORS, BCR Wealth Strategies, with shared positions in $DE, $LMT, $LOW, $PEP, $CMI, $ETN. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $LMT $LOW $PEP $CMI $ETN

$530M

92 positions

#2COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$DE $PEP $PM $MO $UNP

$166M

88 positions

#3BCR Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$DE $LOW $PEP

$356M

32 positions

#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 5 shared positions

$DE $LMT $CMI $GLW $BA

$263M

90 positions

#5Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 4 shared positions

$DE $LMT $SCHW $BA

$679M

31 positions

#6Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$CRWD $UBER $SCHW $ETN $PM

$115M

50 positions

#7Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$PEP $CRWD $UBER $D $CAVA $MO

$124M

142 positions

#8Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$DE $LMT $GLW $ETN $PEP

$214M

33 positions

#9CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$DE $SCHW $PEP $GLW

$1.6B

85 positions

#10Allied Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$DE $LOW $LMT $PEP $BA

$797M

110 positions

#11Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$DE $UBER $LMT $GLW $BA

$1.1B

34 positions

#12Shelter Mutual Insurance CoActive

Notable overlap · 4 shared positions

$DE $LOW $PEP $UNP

$473M

58 positions

#13Trust Co of KansasActive

Notable overlap · 7 shared positions

$DE $LOW $LMT $PEP $UNP $DHR

$195M

59 positions

#14JACOBS & CO/CAPassive

Notable overlap · 8 shared positions

$CRWD $DE $SCHW $CMI $PEP $GLW

$1.2B

134 positions

#15DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$DHR $DE $LMT $CMI $ETN $BA

$124M

100 positions

#16Westbourne Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$UBER $SCHW $PM $PEP $LOW

$363M

120 positions

#17First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$LOW $LMT $DHR $PM $UNP

$529M

75 positions

#18CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 3 shared positions

$DE $SCHW $PEP

$1.1B

157 positions

#19LONDON CO OF VIRGINIAActive

Notable overlap · 7 shared positions

$SCHW $LOW $D $CMI $PM $GLW

$17.5B

169 positions

#20Skyline Advisors, Inc.Active

Notable overlap · 6 shared positions

$DE $CRWD $PM $MO $BA $PEP

$319M

123 positions

#21Wills Financial Group LLCPassive

Notable overlap · 5 shared positions

$PEP $DHR $LMT $D $UNP

$275M

82 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$DE $PEP $BA $CMI $LOW

$878M

73 positions

#23FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$LOW $SCHW $LMT $PEP $UNP

$383M

74 positions

#24DLK Investment Management, LLCPassive

Notable overlap · 4 shared positions

$PEP $DHR $SCHW $DE

$235M

96 positions

#25SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$DE $PEP $ETN

$205M

55 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.