13F Pro

Hedge Funds Similar to Financial Professionals,

13F Portfolio OverlapQ1 2026Financial Professionals, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Management Professionals, Inc. is an institutional investor managing $1.1B across 1,054 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 Financial Professionals, are FC Advisory, Verus Financial Partners,, Blake Schutter Theil Wealth Advisors,, with shared positions in $MKL, $SNOW, $DHR, $MS, $FBTC, $JCI. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive
Some overlap · 4 shared positions
$MKL$SNOW$DHR$MS
$342M
115 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$MKL$SNOW$DHR$FBTC
$1.1B
121 positions
#3Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$SNOW$MS$JCI
$123M
111 positions
#4Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MKL$SNOW$HOMB
$279M
323 positions
#5IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$MKL$SNOW$TME
$96M
72 positions
#6MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$254M
103 positions
#7Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$154M
75 positions
#8NewSquare Capital LLCPassive
Some overlap · 4 shared positions
$MKL$SNOW$GILD$CMI
$1.2B
211 positions
#9SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$735M
350 positions
#10Frankly Finances, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$ET
$110M
64 positions
#11Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$SNOW$FBTC
$161M
47 positions
#12Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$XYZ$SNOW
$5.8B
439 positions
#13Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$SNOW$CMI
$106M
79 positions
#14Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MKL$SNOW$MS
$185M
63 positions
#15BEAM WEALTH ADVISORS, INC.Active
Some overlap · 6 shared positions
$SNOW$BITB$DHR$MS$FBTC$GILD
$402M
108 positions
#16Balanced Rock Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$XYZ$MS$GILD
$143M
96 positions
#17Mach-1 Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$XYZ$MS$TJX
$284M
161 positions
#18Sightline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$SNOW$DHR$MS
$236M
91 positions
#19Systelligence, LLCPassive
Some overlap · 4 shared positions
$SNOW$XYZ$SAN$MS
$514M
56 positions
#20CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Some overlap · 4 shared positions
$SNOW$MKL$XYZ$ET
$392M
689 positions
#21LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SNOW$MKL$DHR$SAN
$1.0B
232 positions
#22Certified Advisory CorpPassive
Some overlap · 3 shared positions
$SNOW$XYZ$SAN
$1.1B
318 positions
#23Prostatis Group LLCActive
Some overlap · 3 shared positions
$SNOW$XYZ$SAN
$391M
167 positions
#24St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$856M
145 positions
#25Hughes Financial Services, LLCActive
Some overlap · 3 shared positions
$MKL$XYZ$MS
$651M
1,720 positions

Compare Financial Professionals,’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 Financial Professionals,’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.