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Hedge Funds Similar to Philip James Wealth Mangement

13F Portfolio OverlapQ2 2026Philip James Wealth Mangement portfolio →
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Most similar hedge funds by 13F overlap

Philip James Wealth Mangement, LLC is an institutional investor managing $888M across 151 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 Philip James Wealth Mangement are Adams Asset Advisors, Concorde Financial, Baugh & Associates, with shared positions in $OXY, $MO, $PFE, $BTI, $PEP, $AMGN. The full ranking of 25 similar funds is below.

#1Adams Asset Advisors, LLCActive
Notable overlap · 6 shared positions
$OXY$MO$PFE$BTI$PEP$AMGN
$882M
88 positions
#2Concorde Financial CorpActive
Notable overlap · 3 shared positions
$OXY$CB$HSY
$124M
26 positions
#3Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$QCOM$ABT$MO$PEP$PFE$COP
$226M
42 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$CB$QCOM$PEP$HSY$AMGN$ABT
$201M
57 positions
#5BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 4 shared positions
$OXY$CB$KHC$ALLY
$299.3B
29 positions
#6SCHARF INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$OXY$CB$HSY
$3.0B
79 positions
#7Investmark Advisory Group LLCPassive
Notable overlap · 4 shared positions
$QCOM$GIS$PEP$MO
$263M
148 positions
#8Chou Associates Management Inc.Smart money
Notable overlap · 4 shared positions
$OXY$PYPL$KHC$ALLY
$217M
31 positions
#9WestEnd Advisors, LLCActive
Notable overlap · 4 shared positions
$CB$QCOM$PEP$AMGN
$4.5B
408 positions
#10Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$QCOM$GIS$PFE$DVN$SJM
$160M
124 positions
#11Optimist Retirement Group LLCActive
Notable overlap · 6 shared positions
$QCOM$MO$NVO$PEP$PFE$BTI
$259M
118 positions
#12Willis Investment CounselActive
Notable overlap · 6 shared positions
$CB$PEP$ABT$PFE$COP$HSY
$2.1B
125 positions
#13GQG Partners LLCActive
Notable overlap · 5 shared positions
$CB$MO$BTI$DVN$HSY
$53.8B
102 positions
#14Blankinship & Foster, LLCSmart money
Some overlap · 5 shared positions
$QCOM$ABT$BTI$MO$PFE
$495M
79 positions
#15HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$CB$ABT$COP$PEP$HSY$AMGN
$363M
92 positions
#16R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$QCOM$PYPL$PFE$MO$ABT$COP
$188M
39 positions
#17MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$QCOM$PEP$PYPL$USB$AMGN$ABT
$1.2B
106 positions
#18BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 6 shared positions
$QCOM$RKT$PFE$ABT$PEP$AMGN
$153M
44 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$CB$PEP$MO$ABT$HSY$DEO
$252M
43 positions
#20Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$CB$QCOM$MO$BTI$COP
$10.2B
208 positions
#21RBO & CO LLCActive
Some overlap · 6 shared positions
$ABT$PEP$MO$BF-A$DEO$PFE
$628M
56 positions
#22Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$ABT$QCOM$PEP$HSY
$455M
57 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$QCOM$CB$ABT$PEP$HSY
$2.5B
270 positions
#24MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$QCOM$MO$PFE$COP
$112M
100 positions
#25Boit C F DavidPassive
Some overlap · 5 shared positions
$CB$QCOM$PEP$ABT$AMGN
$238M
85 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.