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 Goodman Financial

13F Portfolio OverlapQ1 2026Goodman Financial portfolio →

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Most similar hedge funds by 13F overlap

Goodman Financial Corp is an institutional investor managing $582M across 77 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 Goodman Financial are Employees' Retirement Fund of the City of Fort Worth, Finhabits Advisors, Rialto Wealth ,, with shared positions in $VLTO, $COP, $SCHW, $WM, $UBER, $PFE. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$VLTO $COP $SCHW

$230M

21 positions

#2Finhabits Advisors LLCActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$108M

15 positions

#3Rialto Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$VLTO $COP $SCHW

$445M

1,730 positions

#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$VLTO $COP $SCHW

$350M

95 positions

#5Sterling Investment Management, Inc.Passive

Notable overlap · 4 shared positions

$VLTO $WM $UBER $PFE

$167M

65 positions

#6PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $PFE

$649M

283 positions

#7Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$392M

92 positions

#8POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$VLTO $SCHW $CRM $COP

$269M

96 positions

#9FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $PFE $SNY $NTR

$889M

55 positions

#10Boothe Investment Group, Inc.Active

Notable overlap · 4 shared positions

$SLB $PFE $UBER $IBM

$311M

40 positions

#11Whelan FinancialActive

Notable overlap · 3 shared positions

$COP $SCHW $UBER

$322M

88 positions

#12AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$COP $SCHW $CRM

$710M

221 positions

#13CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $IBM

$363M

102 positions

#14Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $SBUX

$333M

198 positions

#15Unify Financial AdvisorsPassive

Notable overlap · 5 shared positions

$VLTO $SBUX $UBER $SCHW $CRM

$96M

89 positions

#16Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $SCHW $IBM $VLTO

$279M

141 positions

#17Terra Alpha Investments LLC

Notable overlap · 5 shared positions

$WM $VLTO $SBUX $AWK $CRM

$98M

32 positions

#18Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $SCHW $CRM

$581M

172 positions

#19Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $CRM $SLB $PFE

$110M

226 positions

#20VAN STRUM & TOWNE INC.Passive

Notable overlap · 4 shared positions

$COP $IBM $PFE $CRM

$343M

111 positions

#21TCTC Holdings, LLCActive

Notable overlap · 5 shared positions

$WM $IBM $UBER $PFE $COP

$3.5B

220 positions

#22Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$COP $AMG $PFE

$101M

130 positions

#23American Trust Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$SCHW $FLR $IBM $COP

$181M

76 positions

#24Massachusetts Wealth ManagementPassive

Notable overlap · 3 shared positions

$COP $SLB $PFE

$231M

98 positions

#25HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WM $SCHW $VLTO

$407M

49 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.