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 Proficio Partners

13F Portfolio OverlapQ1 2026Proficio Partners portfolio →

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Most similar hedge funds by 13F overlap

Proficio Capital Partners LLC is an institutional investor managing $1.9B across 248 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 Proficio Partners are Timonier Family Office, LTD., MAINSTAY /ADV, TWIN FOCUS PARTNERS,, with shared positions in $IAU, $EPAM, $USB, $SGOL, $MAR, $SLV. The full ranking of 25 similar funds is below.

#1Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$IAU $EPAM $USB $SGOL $MAR

$315M

56 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$IAU $SLV $USB $LRCX $ALPS

$1.3B

143 positions

#3TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 5 shared positions

$IAU $DOV $EPAM $USB $GSAT

$871M

173 positions

#4Broussard Financial Group LLCActive

Notable overlap · 5 shared positions

$IAU $SLV $USB $EPAM $IBIT

$125M

29 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $OKTA $SLV $USB $IBIT

$508M

107 positions

#6RAM Investment Partners, LLCActive

Notable overlap · 4 shared positions

$IAU $LRCX $MAR $DOV

$569M

121 positions

#7Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $USB $IBIT

$243M

90 positions

#8Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $USB $LRCX

$341M

113 positions

#9Upper Left Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $SGOL $IBIT

$169M

68 positions

#10Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$IAU $MAR $HSBC

$589M

138 positions

#11Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $USB $DOV

$171M

106 positions

#12Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $UBER

$1.4B

118 positions

#13Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $ALPS $IBIT

$348M

202 positions

#14Tanglewood Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $EPAM $SLV

$1.2B

38 positions

#15Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$IAU $EPAM $LRCX

$931M

518 positions

#16GM Advisory Group, LLCActive

Notable overlap · 5 shared positions

$IAU $EPAM $LEN $IBIT $UBER

$2.6B

374 positions

#17ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$IAU $ALPS $SLV

$156M

77 positions

#18VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $SUI $MAR $IBIT

$361M

123 positions

#19Exit Wealth Advisors, LLC.Active

Notable overlap · 6 shared positions

$IAU $AAAU $ALPS $SLV $LRCX $IBIT

$195M

131 positions

#20Oxbow Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $ALPS $SLV

$1.2B

245 positions

#21KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $GSAT $SLV

$109M

40 positions

#22Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $ALPS $USB

$262M

136 positions

#23Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $USB $UBER $IBIT

$363M

117 positions

#24New Harbor Financial Group, LLCActive

Notable overlap · 5 shared positions

$IAU $HSBC $SLV $USB $SII

$567M

61 positions

#25Fielder Capital Group LLCPassive

Notable overlap · 5 shared positions

$IAU $GSAT $SLV $USB $SII

$459M

290 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.