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Hedge Funds Similar to LITTLEJOHN FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026LITTLEJOHN FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

LITTLEJOHN FINANCIAL SERVICES, INC. is an institutional investor managing $138M across 71 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 LITTLEJOHN FINANCIAL SERVICES are LIBERTY ONE INVESTMENT, DB Fitzpatrick, CapitalatWork S.A., with shared positions in $MCD, $CB, $NOC, $WM, $FTNT, $CRM. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MCD$CB$NOC$WM
$1.0B
154 positions
#2DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$WM$CB$FTNT$CRM$INTU
$121M
100 positions
#3CapitalatWork S.A.Active
Notable overlap · 5 shared positions
$UBER$CB$CCZ$CRM$NOW
$4.0B
93 positions
#4Intermede Investment Partners LtdActive
Notable overlap · 4 shared positions
$BKR$UBER$INTU$WM
$2.4B
30 positions
#5InTrack Investment Management IncPassive
Notable overlap · 5 shared positions
$CB$FTNT$PLTR$WM$MCD
$207M
106 positions
#6Hi-Line Capital Management, LLCActive
Notable overlap · 3 shared positions
$CB$CCZ$UBER
$355M
32 positions
#7RPG Investment Advisory, LLCPassive
Notable overlap · 6 shared positions
$POWL$PLTR$FTNT$BKR$NOW$SYM
$540M
85 positions
#8Fulcrum Capital LLCActive
Notable overlap · 5 shared positions
$FTNT$WM$UBER$INTU$NOW
$525M
101 positions
#9Titan Wealth (CI) LtdPassive
Notable overlap · 6 shared positions
$BKR$UBER$PLTR$NOW$KLAC$CRM
$269M
51 positions
#10Stillwater Wealth Management Group
Notable overlap · 4 shared positions
$WM$MCD$CB$NOC
$187M
70 positions
#11Buck Wealth Strategies, LLCPassive
Notable overlap · 6 shared positions
$WM$INTU$CCZ$FTNT$UBER$DELL
$956M
1,170 positions
#12Liberty Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$FTNT$POWL$CB$INTU$MCD
$582M
184 positions
#13PICTET BANK & TRUST LtdActive
Notable overlap · 3 shared positions
$WM$MCD$CRM
$85M
34 positions
#14Elevate Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$CB$MCD$NOW$PHYS$UBER
$182M
77 positions
#15Aldebaran Financial Inc.Passive
Notable overlap · 5 shared positions
$FTNT$WM$NOC$CRM$MCD
$123M
82 positions
#16BARLOW WEALTH PARTNERS, INC.Active
Notable overlap · 5 shared positions
$FTNT$UBER$CRM$INTU$NOW
$970M
152 positions
#17Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$FTNT$WM$INTU
$270M
89 positions
#18EVEXIA WEALTH LLCPassive
Some overlap · 4 shared positions
$CB$INTU$NOC$KLAC
$369M
77 positions
#19Nepsis Inc.Active
Some overlap · 3 shared positions
$CB$UBER$NOW
$317M
28 positions
#20WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$CB$INTU$CRM
$4.5B
408 positions
#21Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$WM$MCD$CRM
$573M
46 positions
#22BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$FTNT$UBER$WM$CRM$NOW
$209M
295 positions
#23CAPITAL & PLANNING, LLCActive
Some overlap · 5 shared positions
$MCD$UBER$WM$INTU$PLTR
$194M
45 positions
#24Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$MCD$KLAC
$454M
131 positions
#25JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$WM$MCD$CRM
$202M
39 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.