How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SJS Investment Consulting

13F Portfolio OverlapQ2 2026SJS Investment Consulting portfolio →

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Most similar hedge funds by 13F overlap

SJS Investment Consulting Inc. is an institutional investor managing $919M across 2,884 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 SJS Investment Consulting are Kinloch, DiNuzzo Private Wealth, Accretive Wealth Partners, with shared positions in $HRL, $SYY, $NEE, $WSBC, $MCD, $WELL. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Some overlap · 3 shared positions

$HRL $SYY $NEE

$274M

79 positions

#2DiNuzzo Private Wealth, Inc.Active

Some overlap · 3 shared positions

$WSBC $MCD $NEE

$1.0B

1,347 positions

#3Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$MCD $HRL $SYY

$412M

181 positions

#4Harbour Trust & Investment Management CoActive

Slight overlap · 4 shared positions

$MCD $SYY $WELL $NEE

$1.0B

160 positions

#5Ark Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$MCD $SYY $SCHW $NEE

$113M

87 positions

#6Cambridge Financial Group, Inc.Active

Slight overlap · 3 shared positions

$MCD $SYY $C

$287M

33 positions

#7Larry Mathis Financial Planning, LLCPassive

Slight overlap · 4 shared positions

$MCD $C $SCHW $DELL

$131M

150 positions

#8MONARCH CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$MCD $SYY $NEE

$436M

130 positions

#9BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$MCD $SYY $NEE

$453M

121 positions

#10LYNCH & ASSOCIATES/INPassive

Slight overlap · 3 shared positions

$MCD $SYY $NEE

$573M

129 positions

#11Integras Partners LLCPassive

Slight overlap · 3 shared positions

$MCD $SYY $NEE

$181M

100 positions

#12Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$MCD $C $NEE $DELL

$334M

127 positions

#13Sky Investment Group LLCPassive

Slight overlap · 3 shared positions

$MCD $SYY $DELL

$637M

146 positions

#14Persium Advisors, LLCSmart money

Slight overlap · 3 shared positions

$MCD $SYY $DELL

$153M

69 positions

#15Paragon Capital Management LLCActive

Slight overlap · 3 shared positions

$MCD $UMBF $C

$216M

60 positions

#16Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$MCD $C $NEE $DELL

$845M

182 positions

#17Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$MCD $SYY $C

$163M

83 positions

#18Rayburn West Financial Services LLCPassive

Slight overlap · 3 shared positions

$MCD $SYY $C

$181M

81 positions

#19Asset Planning,IncPassive

Slight overlap · 3 shared positions

$MCD $WELL $C

$154M

334 positions

#20Richwood Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$MCD $WELL $C

$142M

106 positions

#21CORDA Investment Management, LLC.Active

Slight overlap · 3 shared positions

$MCD $WELL $SCHW

$1.6B

85 positions

#22Daytona Street Capital LLCPassive

Slight overlap · 3 shared positions

$MCD $C $SCHW

$137M

277 positions

#23Bedell Frazier Investment Counselling, LLC

Slight overlap · 3 shared positions

$MCD $C $SCHW

$495M

128 positions

#24UMB Bank, n.a.Passive

Slight overlap · 4 shared positions

$UMBF $MCD $WELL $NEE

$7.9B

2,303 positions

#25Flavin Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$MCD $SYY $NEE

$175M

81 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.