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Hedge Funds Similar to POTOMAC FUND /ADV

13F Portfolio OverlapQ1 2026POTOMAC FUND /ADV portfolio →
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Most similar hedge funds by 13F overlap

POTOMAC FUND MANAGEMENT INC /ADV is an institutional investor managing $2.9B across 105 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 POTOMAC FUND /ADV are JDM Financial Group, TOTAL INVESTMENT, BluePrint Investing, with shared positions in $ABNB, $SAN, $GILD, $MCD, $HON, $LKFT. The full ranking of 25 similar funds is below.

#1JDM Financial Group LLCActive
Notable overlap · 3 shared positions
$ABNB$SAN$GILD
$259M
318 positions
#2TOTAL INVESTMENT MANAGEMENT INCSmart money
Notable overlap · 4 shared positions
$ABNB$MCD$HON$LKFT
$858M
89 positions
#3BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$ABNB$COP$USB
$126M
26 positions
#4Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$ABNB$WT$HON
$476M
199 positions
#5North Forty Two & Co.Passive
Notable overlap · 7 shared positions
$ABNB$WT$GILD$WFC$COP$USB
$108M
97 positions
#6Bulwark Capital CorpActive
Some overlap · 5 shared positions
$ABNB$WT$SAN$COP$SHW
$162M
100 positions
#7Yoder Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ABNB$WT$USB
$219M
124 positions
#8Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$ABNB$WT$CDNS$USB
$597M
251 positions
#9HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$ABNB$WFC$COP$BAC
$75.0B
158 positions
#10STAR Financial BankPassive
Some overlap · 5 shared positions
$ABNB$WFC$HON$MCD$WM
$212M
104 positions
#11Advisors Preferred, LLCPassive
Some overlap · 3 shared positions
$ABNB$WT$WM
$679M
215 positions
#12Econ Financial Services CorpPassive
Slight overlap · 5 shared positions
$ABNB$WT$MCD$USB$UPS
$215M
74 positions
#13MOULTON WEALTH MANAGEMENT, INCActive
Slight overlap · 5 shared positions
$WT$LKFT$SHW$SAN$USB
$147M
52 positions
#14Hobbs Group Advisors, LLCPassive
Slight overlap · 4 shared positions
$ABNB$WT$USB$BAC
$334M
160 positions
#15CALIFORNIA FIRST LEASING CORPActive
Slight overlap · 5 shared positions
$ABNB$WFC$BAC$Q$DD
$312M
39 positions
#16Suncoast Equity ManagementActive
Slight overlap · 3 shared positions
$ABNB$SHW$TEL
$833M
101 positions
#17SHARPEPOINT LLCPassive
Slight overlap · 5 shared positions
$WT$LKFT$SAN$LHX$EQIX
$168M
86 positions
#18MEITAV INVESTMENT HOUSE LTDActive
Slight overlap · 5 shared positions
$WT$LKFT$SHW$USB$ADI
$9.1B
232 positions
#19CALTON & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$WT$SHW$SAN$COP$USB
$696M
438 positions
#20Kraft, Davis & Associates, LLCPassive
Slight overlap · 4 shared positions
$WT$SHW$SAN$COP
$469M
151 positions
#21Anson Capital, Inc.Passive
Slight overlap · 5 shared positions
$WT$LKFT$SAN$COP$USB
$146M
90 positions
#22Oregon Pacific Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ABNB$WT$COP
$96M
105 positions
#23CATHY PARETO & ASSOCIATES, INCPassive
Slight overlap · 4 shared positions
$WT$SAN$SHW$USB
$149M
96 positions
#24Symphony Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$WT$SHW$SAN$HON
$195M
99 positions
#25FOUNDERS FINANCIAL SECURITIES LLCPassive
Slight overlap · 4 shared positions
$WT$SAN$SHW$PNC
$1.7B
498 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.