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Hedge Funds Similar to Professional Financial

13F Portfolio OverlapQ2 2026Professional Financial portfolio →
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Most similar hedge funds by 13F overlap

Professional Financial Management, Inc. is an institutional investor managing $99M across 24 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 are ROBINSON, Karpus, RIVERNORTH, with shared positions in $MHD, $MYI, $RFMZ, $PCQ, $LEO, $NBH. The full ranking of 10 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 8 shared positions
$MHD$MYI$RFMZ$PCQ$LEO$NBH
$226M
100 positions
#2Karpus Management, Inc.Passive
Notable overlap · 3 shared positions
$MHD$MYI$PCQ
$3.5B
233 positions
#3RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$MHD$MYI$PCQ$LEO$NBH
$2.1B
585 positions
#4Rareview Capital LLCActive
Notable overlap · 4 shared positions
$MHD$MYI$NBH$PCQ
$179M
51 positions
#5MELFA WEALTH MANAGEMENT, INC.Passive
Notable overlap · 5 shared positions
$MHD$MYI$NBH$PCQ$PNI
$185M
196 positions
#6INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$MHD$LEO$NBH
$143M
57 positions
#7Closed-End Fund Advisors, Inc.Passive
Some overlap · 3 shared positions
$RFMZ$PNI$PCQ
$102M
163 positions
#8Ackerman Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MHD$NBH$LEO$MYI$PCQ
$497M
120 positions
#9Financially in Tune, LLC
Slight overlap · 3 shared positions
$PCQ$RFMZ$PNI
$116M
77 positions
#10CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 3 shared positions
$MYI$MHD$PCQ
$1.7B
80 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.