13F Pro

Hedge Funds Similar to Professional Financial Advisors

13F Portfolio OverlapQ2 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 Q2 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 Avantyr Partners, Good Steward Wealth Advisors, Horrell, with shared positions in $UNP, $COF, $SCHW, $SLV, $AXP, $ORLY. The full ranking of 25 similar funds is below.

#1Avantyr Capital Partners, LPActive
Some overlap · 3 shared positions
$UNP$COF$SCHW
$2.7B
24 positions
#2Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$UNP$SLV$AXP
$166M
71 positions
#3Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$UNP$ORLY$LMT
$219M
196 positions
#4Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$DELL$ANET$LMT
$262M
58 positions
#5Cercano Management LLCSmart money
Some overlap · 3 shared positions
$UNP$COF$SCHW
$1.0B
136 positions
#6Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$UNP$DELL$WFC
$1.3B
62 positions
#7JTC Employer Solutions Trusteee LtdActive
Some overlap · 4 shared positions
$UNP$COF$AXP$DELL
$1.2B
313 positions
#8WealthCare Asset Management, LLCActive
Some overlap · 5 shared positions
$ORLY$UGA$GBTC$USO$ANET
$241M
78 positions
#9True Vision MN LLC
Some overlap · 3 shared positions
$UNP$ANET$WFC
$194M
98 positions
#10Regal Partners LtdActive
Some overlap · 3 shared positions
$UNP$WFC$SCHW
$1.8B
122 positions
#11Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$COF$LMT
$856M
89 positions
#12MOSAIC FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$UNP$WFC$LMT
$156M
134 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$UNP$WFC$SCHW$AXP
$175M
73 positions
#14Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$UNP$AXP$LMT
$2.2B
40 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$UNP$COF$LMT
$529M
75 positions
#16TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$UNP$SCHW$AXP
$315M
139 positions
#17Cumberland Partners LtdPassive
Some overlap · 3 shared positions
$UNP$ORLY$DELL
$1.5B
153 positions
#18Dougherty Wealth Advisers LLCSmart money
Some overlap · 3 shared positions
$UNP$ORLY$LMT
$183M
109 positions
#19S. R. Schill & AssociatesSmart money
Some overlap · 3 shared positions
$UNP$GLDM$LMT
$166M
25 positions
#20Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$SLV$UGA$USO$ANET
$220M
150 positions
#21BAXTER BROS INCPassive
Some overlap · 4 shared positions
$UNP$WFC$SCHW$AXP
$864M
172 positions
#22Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$UNP$WFC$AXP$GLDM
$236M
52 positions
#23Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$UNP$LMT$AXP
$330M
64 positions
#24HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$COF$UNP$WFC$SCHW
$75.4B
162 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UNP$ANET$SCHW
$499M
73 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.