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 PROFFITT & GOODSON

13F Portfolio OverlapQ1 2026PROFFITT & GOODSON portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PROFFITT & GOODSON INC is an institutional investor managing $649M across 283 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 PROFFITT & GOODSON are Rialto Wealth ,, Finhabits Advisors, Employees' Retirement Fund of the City of Fort Worth, with shared positions in $COP, $VLTO, $SCHW, $DDOG, $ICE, $PFE. The full ranking of 25 similar funds is below.

#1Rialto Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$COP $VLTO $SCHW $DDOG $ICE

$445M

1,730 positions

#2Finhabits Advisors LLCActive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $DDOG

$108M

15 positions

#3Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$230M

21 positions

#4Goodman Financial CorpPassive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $PFE

$582M

77 positions

#5Rockbridge Investment Management, LCCSmart money

Notable overlap · 7 shared positions

$COP $BRZE $VLTO $DDOG $SCHW $GMM

$1.1B

137 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $BRZE $SCHW $DDOG

$167M

92 positions

#7AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$COP $SCHW $DDOG $TJX $DIS $UPST

$445M

77 positions

#8DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $SCHW $BRZE $UPST

$464M

679 positions

#9Advisory Resource GroupPassive

Notable overlap · 5 shared positions

$COP $SCHW $GMM $DHR $VLO

$581M

172 positions

#10FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$COP $SCHW $BRZE

$264M

25 positions

#11Level Financial AdvisorsActive

Notable overlap · 4 shared positions

$COP $VLTO $UPST $SCHW

$392M

92 positions

#12Bear Mountain Capital, Inc.Active

Notable overlap · 4 shared positions

$COP $SCHW $DDOG $UPST

$333M

198 positions

#13Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $GMM $DDOG $PFE $UPST

$453M

103 positions

#14Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$COP $SCHW $DDOG $VLTO $UPST

$279M

141 positions

#15Trellis Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$COP $BRZE $DDOG

$263M

47 positions

#16Hassell Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$COP $GMM $DDOG $UPST

$298M

28 positions

#17Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $GMM

$1.2B

1,060 positions

#18Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $SCHW $GMM

$284M

91 positions

#19Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$COP $BRZE $PFE $UPST

$176M

177 positions

#20Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$COP $BRZE $DDOG $SCHW $DHR $MU

$578M

118 positions

#21CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $DDOG

$363M

102 positions

#22E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $SCHW $UPST

$100M

12 positions

#23VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$COP $DDOG $SCHW $ETN

$335M

505 positions

#24MATHER GROUP, LLC.Active

Notable overlap · 3 shared positions

$COP $VLTO $DDOG

$10.0B

1,896 positions

#25Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $DDOG

$374M

86 positions

Compare PROFFITT & GOODSON’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PROFFITT & GOODSON’s holdings

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.