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Hedge Funds Similar to Jupiter Wealth

13F Portfolio OverlapQ2 2026Jupiter Wealth portfolio →
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Most similar hedge funds by 13F overlap

Jupiter Wealth Management LLC is an institutional investor managing $250M across 93 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 Jupiter Wealth are DCM Advisors, CYPRESS FINANCIAL PLANNING, Focused Investors, with shared positions in $MS, $MPC, $PEP, $WFC, $NKE, $MCD. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Notable overlap · 7 shared positions
$MS$MPC$PEP$WFC$NKE$MCD
$253M
38 positions
#2CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$MS$AMT$PEP$LMT$MCD
$413M
109 positions
#3Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$PEP$LMT$MCD
$3.0B
23 positions
#4Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$ASML$PEP$PFE
$226M
42 positions
#5Bradyco, Inc.Active
Some overlap · 3 shared positions
$MS$PEP$WFC
$87M
33 positions
#6Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$PEP$RSG
$214M
128 positions
#7Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$MS$MPC$LMT
$193M
678 positions
#8BFI Infinity Ltd.Active
Some overlap · 3 shared positions
$MS$NKE$MCD
$337M
64 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$PEP$LMT$WFC$NKE
$1.2B
106 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$MS$PEP$LMT$RSG
$383M
74 positions
#11Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$MS$C$WFC
$1.4B
31 positions
#12Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MS$C$PEP
$363M
120 positions
#13Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$MS$C$ASML$WFC
$72M
52 positions
#14Teucrium Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$C$ASML$WFC
$112M
47 positions
#15Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$ASML$PEP$RSG
$1.1B
201 positions
#16Limestone Investment Advisors LPPassive
Some overlap · 6 shared positions
$C$MS$ASML$PEP$WFC$NKE
$1.3B
558 positions
#17LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MS$ASML$LMT
$320M
82 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$AMT$PEP$LMT$WFC$PFE
$1.3B
58 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MS$PEP$LMT$NKE
$159M
62 positions
#20Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$MS$C$ASML
$424M
49 positions
#21Fisher Asset Management, LLCActive
Some overlap · 4 shared positions
$MS$C$ASML$PFE
$335.8B
1,037 positions
#22Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$C$ASML
$9.7B
1,202 positions
#23Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$MS$C$PFE
$767M
72 positions
#24Bayesian Capital Management, LPPassive
Some overlap · 6 shared positions
$ASML$C$PEP$WFC$NKE$MCD
$156M
223 positions
#25HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$ASML$CCK$PEP$MCD
$1.7B
479 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.