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Hedge Funds Similar to PROFESSIONAL FINANCIAL SOLUTIONS /ADV

13F Portfolio OverlapQ1 2026PROFESSIONAL FINANCIAL SOLUTIONS /ADV portfolio →
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Most similar hedge funds by 13F overlap

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV is an institutional investor managing $112M across 38 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PROFESSIONAL FINANCIAL SOLUTIONS /ADV are Financial Harvest,, CURIO WEALTH,, Rather & Kittrell,, with shared positions in $IAU, $LMT, $NKE, $PLTR, $LOW, $BMY. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive
Substantial overlap · 3 shared positions
$IAU$LMT$NKE
$170M
57 positions
#2CURIO WEALTH, LLCActive
Substantial overlap · 4 shared positions
$IAU$PLTR$NKE$LMT
$293M
1,255 positions
#3Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$LOW
$648M
113 positions
#4Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$IAU$NKE$LOW
$315M
56 positions
#5Strathmore Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$IAU$NKE$LOW$PLTR
$354M
138 positions
#6Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$LOW$LMT
$589M
138 positions
#7BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$BMY
$353M
57 positions
#8Root Financial Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$PLTR
$2.2B
3,466 positions
#9Faithward Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$PLTR$BMY
$701M
261 positions
#10Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$PLTR
$363M
117 positions
#11Purkiss Capital Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$BMY$PLTR
$227M
168 positions
#12ATWOOD & PALMER INCPassive
Notable overlap · 3 shared positions
$PLTR$LMT$LOW
$1.8B
531 positions
#13Wealth Quarterback LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$BMY
$254M
163 positions
#14COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$PLTR$NKE$BMY
$97M
56 positions
#15JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$BMY$LMT
$1.1B
286 positions
#16ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$LMT$PLTR
$730M
215 positions
#17Integras Partners LLCPassive
Some overlap · 3 shared positions
$BMY$LMT$NKE
$152M
69 positions
#18AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$BMY$PLTR
$287M
158 positions
#19Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$LMT$LOW
$249M
57 positions
#20InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$NKE$PLTR$LOW
$175M
108 positions
#21FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$PLTR$LOW$NKE
$719M
135 positions
#22Archon Partners LLCActive
Some overlap · 3 shared positions
$LOW$LMT$PLTR
$845M
39 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$LOW$BMY$LMT
$200M
53 positions
#24Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$LOW$NKE$PLTR
$215M
74 positions
#25Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$NKE$IAU$PLTR
$290M
607 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.