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 OverlapQ2 2026Proficio Partners portfolio →

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Most similar hedge funds by 13F overlap

Proficio Capital Partners LLC is an institutional investor managing $2.8B across 691 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Proficio Partners are TWIN FOCUS PARTNERS, Sharkey, Howes & Javer, Five Pine Wealth, with shared positions in $IAU, $DOV, $DELL, $W, $UBER, $IBIT. The full ranking of 25 similar funds is below.

#1TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 5 shared positions

$IAU $DOV $DELL $W $UBER

$983M

170 positions

#2Sharkey, Howes & JaverActive

Notable overlap · 5 shared positions

$IAU $DOV $IBIT $DELL $ADI

$830M

159 positions

#3Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $DOV $SLV

$177M

50 positions

#4Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $IBIT

$497M

120 positions

#5Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$IAU $DOV $SGOL

$505M

45 positions

#6Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $DOV $SGOL

$169M

81 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $DOV $ADI

$637M

125 positions

#8DWM Financial Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$112M

40 positions

#9Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$135M

38 positions

#10Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$184M

47 positions

#11SCHF (GPE), LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SPCX

$2.5B

6 positions

#12CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $DOV

$134M

64 positions

#13GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $IBIT $UBER

$2.6B

374 positions

#14Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SGOL

$193M

68 positions

#15LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $DELL

$360M

139 positions

#16Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $DOV $PSUS

$972M

100 positions

#17Battery Global Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IAU $DOV $BX $ADI

$200M

157 positions

#18Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $UBER

$433M

79 positions

#19Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SPCX

$634M

112 positions

#20Madden Advisory Services, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $SGOL

$279M

110 positions

#21Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $SPCX $BX

$178M

72 positions

#22WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$536M

107 positions

#23NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$838M

122 positions

#24Independent Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $SLV

$121M

79 positions

#25Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $DELL

$328M

180 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.