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Hedge Funds Similar to MARS JEWETT FINANCIAL GROUP

13F Portfolio OverlapQ2 2026MARS JEWETT FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

MARS JEWETT FINANCIAL GROUP, INC. is an institutional investor managing $494M across 46 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 MARS JEWETT FINANCIAL GROUP are Paul R. Ried Financial Group, INTEGRITY WEALTH ADVISORS, DB Fitzpatrick, with shared positions in $BA, $SBUX, $AMGN, $WFC, $PFE. The full ranking of 25 similar funds is below.

#1Paul R. Ried Financial Group, LLCActive
Some overlap · 3 shared positions
$BA$SBUX$AMGN
$229M
47 positions
#2INTEGRITY WEALTH ADVISORS, INC.
Some overlap · 3 shared positions
$BA$AMGN$WFC
$168M
73 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$BA$SBUX$AMGN
$124M
100 positions
#4Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$PFE$AMGN
$214M
72 positions
#5HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BA$SBUX$WFC
$244M
65 positions
#6LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$SBUX$PFE$WFC
$325M
188 positions
#7Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$SBUX$AMGN$WFC
$330M
73 positions
#8Sather Financial Group IncActive
Some overlap · 3 shared positions
$BA$AMGN$WFC
$1.7B
121 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SBUX$BA$PFE$AMGN$WFC
$223M
81 positions
#10North Ridge Wealth Advisors, Inc.
Some overlap · 3 shared positions
$BA$SBUX$PFE
$178M
193 positions
#11Kassira Wealth Management LLCPassive
Some overlap · 3 shared positions
$BA$PFE$AMGN
$125M
64 positions
#12R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$SBUX$PFE$AMGN
$130M
40 positions
#13Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SBUX$PFE$AMGN
$151M
184 positions
#14SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$PFE$WFC
$3.2B
40 positions
#15ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BA$AMGN$SBUX
$878M
73 positions
#16Coastwise Capital Group, LLCPassive
Some overlap · 4 shared positions
$SBUX$BA$PFE$AMGN
$172M
143 positions
#17Seneschal Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$BA$AMGN
$146M
596 positions
#18InvesTrustPassive
Some overlap · 4 shared positions
$SBUX$BA$PFE$WFC
$260M
95 positions
#19SITTNER & NELSON, LLCPassive
Some overlap · 4 shared positions
$SBUX$PFE$AMGN$WFC
$318M
614 positions
#20SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SBUX$AMGN$WFC
$3.0B
340 positions
#21Dickmeyer Boyce Financial Management, Inc.Passive
Slight overlap · 3 shared positions
$SBUX$AMGN$WFC
$193M
129 positions
#22Smart Portfolios, LLC
Slight overlap · 3 shared positions
$BA$SBUX$AMGN
$100M
99 positions
#23EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$SBUX$PFE$AMGN$WFC
$1.3B
58 positions
#24DMKC Advisory Services, LLCActive
Slight overlap · 3 shared positions
$BA$PFE$WFC
$530M
92 positions
#25Pacific Asset Management, LLCActive
Slight overlap · 3 shared positions
$BA$SBUX$AMGN
$204M
76 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.