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Hedge Funds Similar to Probity Advisors,

13F Portfolio OverlapQ1 2026Probity Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Probity Advisors, Inc. is an institutional investor managing $631M across 230 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 Probity Advisors, are Windsor ,, Guidance Point Advisors,, HARBOR ADVISORY /MA/, with shared positions in $HLT, $OKTA, $SSL, $GMM, $MS, $UNIT. The full ranking of 25 similar funds is below.

#1Windsor Capital Management, LLCActive
Some overlap · 4 shared positions
$HLT$OKTA$SSL$GMM
$355M
123 positions
#2Guidance Point Advisors, LLCActive
Some overlap · 8 shared positions
$HLT$SSL$MS$UNIT$SE$OKTA
$422M
96 positions
#3HARBOR ADVISORY CORP /MA/Passive
Some overlap · 6 shared positions
$HLT$SSL$GMM$SE$MS$BAC
$333M
79 positions
#4Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$HLT$SSL$MS$USB$BAC
$257M
109 positions
#5Summit Asset Management, LLCActive
Some overlap · 5 shared positions
$HLT$SSL$USB$BAC$DE
$719M
172 positions
#6Commonwealth Financial Services, LLCPassive
Some overlap · 5 shared positions
$HLT$SSL$LMT$MS$AEP
$632M
278 positions
#7WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$HLT$SSL$GMM
$1.6B
263 positions
#8Gratus Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$HLT$SSL$MS$BAC$ANET
$691M
138 positions
#9InvesTrustPassive
Some overlap · 4 shared positions
$HLT$SSL$USB$SBUX
$238M
91 positions
#10Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$HLT$LRCX$TXN$USB$TD
$39.1B
628 positions
#11Breachway Investments LLCActive
Some overlap · 3 shared positions
$HLT$SSL$GMM
$104M
96 positions
#12MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$LRCX
$1.0B
1,197 positions
#13NOVEM GROUPPassive
Some overlap · 4 shared positions
$HLT$SSL$SE$USB
$873M
437 positions
#14LFA - Lugano Financial Advisors SAActive
Some overlap · 5 shared positions
$HLT$SSL$USB$BAC$AEP
$197M
223 positions
#154J Wealth Management LLCActive
Some overlap · 5 shared positions
$HLT$SSL$ANET$MS$AEP
$176M
101 positions
#16Worth Asset Management, LLCPassive
Some overlap · 6 shared positions
$LRCX$OKTA$TXN$USB$MS$LMT
$268M
182 positions
#17SUMMITRY LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$SBUX$USB
$2.3B
266 positions
#18Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HLT$SSL$UNIT$USB
$526M
77 positions
#19Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$HLT$SSL$TXN
$263M
128 positions
#20LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$USB
$135M
83 positions
#21Sound View Wealth Advisors Group, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$MS
$1.5B
422 positions
#22RVW Wealth, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MS
$1.3B
176 positions
#23Cornerstone Planning, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$BAC
$443M
141 positions
#24ARROW FINANCIAL CORPActive
Some overlap · 4 shared positions
$HLT$SSL$BAC$MS
$994M
157 positions
#25HM PAYSON & COPassive
Some overlap · 4 shared positions
$LRCX$SSL$HLT$MS
$6.9B
1,124 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.