13F Pro

Hedge Funds Similar to Professional Financial Advisors,

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

Professional Financial Advisors, LLC is an institutional investor managing $578M across 146 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 Professional Financial Advisors, are FIDELIS iM,, SYKON, RESOLUTE ,, with shared positions in $WT, $BRZE, $SCHW, $AGQ, $SLV, $MKL. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$WT$BRZE$SCHW
$264M
25 positions
#2SYKON CAPITAL LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$AGQ
$300M
88 positions
#3RESOLUTE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$SLV
$247M
57 positions
#4Charis Legacy Partners, LLCSmart money
Notable overlap · 3 shared positions
$WT$BRZE$MKL
$68M
27 positions
#5Value Investment Professionals, LLCPassive
Notable overlap · 4 shared positions
$WT$BRZE$MKL$SCHW
$89M
81 positions
#6Catalyst Investment Management LLCPassive
Notable overlap · 5 shared positions
$WT$MS$SE$MKL$SCHW
$90M
65 positions
#7SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$WT$BRZE$SE
$1.0B
415 positions
#8Ruggaard & Associates LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$MS
$252M
122 positions
#9Systelligence, LLCPassive
Notable overlap · 4 shared positions
$WT$MS$SNOW$USB
$514M
56 positions
#10WESCAP Management Group, Inc.Active
Notable overlap · 7 shared positions
$WT$SE$USB$SLV$SCHW$GBTC
$508M
107 positions
#11MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$WT$MKL$AGQ$USB$SLV$OKTA
$147M
52 positions
#12Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 6 shared positions
$WT$MKL$BRZE$SCHW$MS$USB
$365M
111 positions
#13BIP Wealth, LLCActive
Notable overlap · 5 shared positions
$WT$MKL$BRZE$USB$SE
$2.5B
453 positions
#14Williams Financial, LLCSmart money
Notable overlap · 4 shared positions
$WT$MKL$SNOW$USB
$172M
25 positions
#15Stonekeep Investments, LLCActive
Notable overlap · 4 shared positions
$WT$SE$BRZE$SNOW
$154M
66 positions
#16Bonfire FinancialActive
Notable overlap · 4 shared positions
$WT$MS$SLV$OKTA
$133M
57 positions
#17Reality Financial Planning Services, LLCSmart money
Notable overlap · 4 shared positions
$WT$BRZE$SNOW$SCHW
$104M
20 positions
#18AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$WT$SE$USB$SCHW$MKL
$206M
97 positions
#19Fermata Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$MS$MKL
$444M
232 positions
#20truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$WT$MS$SLV
$97M
49 positions
#21Oxinas Partners Wealth Management LLCPassive
Notable overlap · 5 shared positions
$WT$SE$AGQ$USB$OKTA
$219M
145 positions
#22Wealthcare Capital Partners, LLCActive
Notable overlap · 5 shared positions
$WT$MKL$SE$AGQ$SLV
$213M
153 positions
#23UPTICK PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$WT$MS$SNOW
$502M
293 positions
#24Prism Advisors, Inc.Active
Notable overlap · 3 shared positions
$WT$MS$AGQ
$375M
75 positions
#25Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$WT$SCHW
$114M
84 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.