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Hedge Funds Similar to Phillip James Consulting

13F Portfolio OverlapQ2 2026Phillip James Consulting portfolio →
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Most similar hedge funds by 13F overlap

Phillip James Consulting Co. is an institutional investor managing $150M across 332 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 Phillip James Consulting are Two Point, Old North State Wealth, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $MDT, $GLW, $DOV, $VEEV, $BBY, $TGT. The full ranking of 25 similar funds is below.

#1Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDT$GLW$DOV
$248M
30 positions
#2Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDT$GLW$VEEV
$234M
112 positions
#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$MDT$GLW$BBY$TGT
$1.5B
184 positions
#4CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$MDT$DOV$AXP$WTW$ROST
$6.0B
306 positions
#5Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$MDT$GLW$DIS
$142M
54 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$MDT$GLW$DOV$AXP
$515M
142 positions
#7PARTHENON LLCActive
Some overlap · 6 shared positions
$GLW$DOV$AXP$MDT$DIS$BKNG
$962M
133 positions
#8Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$MDT$ITW$AME$KLAC$DHR
$5.9B
141 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$MDT$TGT$DIS
$187M
75 positions
#10Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$MDT$GLW$BBY$BNY
$327M
94 positions
#11Banque de Luxembourg S.A.Active
Some overlap · 5 shared positions
$MDT$DIS$DHR$BNY$BSX
$212M
78 positions
#12DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$MDT$TGT$ITW$DIS$DHR
$235M
96 positions
#13Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MDT$DOV$BSX
$411M
728 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MDT$TGT$BNY
$1.2B
106 positions
#15Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$DOV$TGT$ITW$DHR
$345M
576 positions
#16Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$MDT$GLW$ROST$DHR
$767M
72 positions
#17Compass Wealth Management LLCPassive
Some overlap · 4 shared positions
$GLW$VEEV$MDT$DHR
$528M
167 positions
#18Columbia Asset ManagementActive
Some overlap · 4 shared positions
$GLW$MDT$TGT$AXP
$575M
168 positions
#19Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$MDT$AME$KLAC$DHR
$223M
107 positions
#20Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$MDT$GLW$AXP$DIS$KLAC
$762M
267 positions
#21LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$MDT$TGT$DHR
$143M
89 positions
#22CLARK ESTATES INC/NYPassive
Some overlap · 3 shared positions
$MDT$BBY$DIS
$434M
90 positions
#23Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MDT$AXP$BNY
$254M
128 positions
#24Sicart Associates LLCActive
Some overlap · 3 shared positions
$MDT$GLW$DIS
$408M
74 positions
#25Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$VEEV$BBY
$409M
123 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.