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Hedge Funds Similar to Goodman Advisory Group,

13F Portfolio OverlapQ1 2026Goodman Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Goodman Advisory Group, LLC is an institutional investor managing $385M across 184 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 Goodman Advisory Group, are Passumpsic Savings Bank, Davidson, Benchmark Investment Advisors, with shared positions in $USB, $ANET, $CBOE, $APH, $LRCX, $BKNG. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank
Some overlap · 7 shared positions
$USB$ANET$CBOE$APH$LRCX$BKNG
$183M
90 positions
#2Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$USB$CBOE$ANET$PANW$FTNT$MCK
$552M
93 positions
#3Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$PANW$ANET$USB$APH$LRCX$BKNG
$172M
76 positions
#4Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$CBOE$ANET$VEEV$MCK$HUBB$BKNG
$2.0B
162 positions
#5Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$DDOG$ANET$CBOE$PANW$TDG
$351M
124 positions
#6First Washington CORPActive
Some overlap · 4 shared positions
$CBOE$USB$ANET$MU
$353M
50 positions
#7Titan Investment Solutions LtdActive
Some overlap · 5 shared positions
$CBOE$ANET$MCK$ALLE$LRCX
$781M
56 positions
#8CROSSLINK CAPITAL INCSmart money
Some overlap · 5 shared positions
$DDOG$PANW$VEEV$LRCX$MU
$1.0B
21 positions
#9GDS Wealth ManagementActive
Some overlap · 7 shared positions
$USB$FANG$APH$SNPS$LRCX$IQV
$1.7B
200 positions
#10Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$PANW$ANET$APH$USB$TXN$BKNG
$1.2B
95 positions
#11STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 4 shared positions
$CBOE$ANET$VEEV$LRCX
$715M
72 positions
#12Thomasville National Bank
Some overlap · 4 shared positions
$USB$PANW$VEEV$BKNG
$1.6B
235 positions
#13WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$PANW$ANET$USB$MCK$LRCX
$225M
71 positions
#14SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$CBOE$ANET$APH$MCK
$111M
52 positions
#15Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$ANET$PANW$DDOG$SNPS$TDG
$134M
80 positions
#16Alamar Capital Management, LLCPassive
Some overlap · 6 shared positions
$MSCI$PANW$FTNT$APH$MCK$ABNB
$164M
84 positions
#17Nutshell Asset Management LtdActive
Some overlap · 5 shared positions
$MSCI$ANET$FTNT$APH$BKNG
$184M
35 positions
#18CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$USB$PANW$ANET
$180M
58 positions
#19Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$USB$ANET$LRCX$IQV$BKNG$ABNB
$127M
190 positions
#20BAM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$MSCI$APH$MCK$TXN
$134M
158 positions
#21HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CBOE$PANW$ANET$MU
$327M
195 positions
#22Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$PANW$APH$MCK$TXN$LRCX$BKNG
$7.0B
103 positions
#23BNP PARIBASActive
Some overlap · 7 shared positions
$PANW$SNPS$MCK$DDOG$USB$BKNG
$3.1B
333 positions
#24Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$DDOG$PANW$SNPS$MU
$94M
23 positions
#25Yeomans Consulting Group, Inc.
Some overlap · 5 shared positions
$DDOG$USB$SNPS$MU$LRCX
$341M
113 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.