What hedge funds are most similar to Matthew Goff Investment Advisor, LLC?

The funds with the most similar 13F portfolios to Matthew Goff Investment Advisor, LLC are Pavion Blue ,, HOERTKORN RICHARD CHARLES, BOYAR ASSET, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Matthew Goff Investment Advisor,

13F Portfolio OverlapQ1 2026Matthew Goff Investment Advisor, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Matthew Goff Investment Advisor, LLC is an institutional investor managing $593M across 91 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 Matthew Goff Investment Advisor, are Pavion Blue ,, HOERTKORN RICHARD CHARLES, BOYAR ASSET, with shared positions in $BAC, $AXP, $GE, $DIS, $GEV, $UL. The full ranking of 25 similar funds is below.

#1Pavion Blue Capital, LLCPassive

Notable overlap · 9 shared positions

$BAC $AXP $GE $DIS $GEV $UL

$230M

108 positions

#2HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$BAC $INTC $GE $GEV $DIS

$122M

75 positions

#3BOYAR ASSET MANAGEMENT INC.Passive

Notable overlap · 5 shared positions

$BAC $__PARK_1390777 $DIS $AXP $C

$176M

78 positions

#4DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$BAC $AXP $DIS $COP $PSX

$220M

38 positions

#5Yoffe Investment Management, LLCPassive

Notable overlap · 6 shared positions

$__PARK_1390777 $GE $AXP $GEV $INTC $UNP

$78M

111 positions

#6Financial Avengers, Inc.Active

Notable overlap · 5 shared positions

$BAC $AXP $DIS $GE $GEV

$219M

151 positions

#7Delta Accumulation, LLCActive

Notable overlap · 3 shared positions

$__PARK_1390777 $BAC $C

$1.2B

87 positions

#8PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$AXP $BAC $UNP $GE $GEV $COP

$166M

72 positions

#9guardian investment managementActive

Notable overlap · 6 shared positions

$BAC $GE $GEV $AXP $INTC $C

$127M

60 positions

#10Viewpoint Capital Management LLCActive

Notable overlap · 4 shared positions

$BAC $GE $GEV $C

$214M

135 positions

#11TRUSTCO BANK CORP N YPassive

Notable overlap · 5 shared positions

$AXP $GE $GEV $DIS $INTC

$113M

71 positions

#12CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$AXP $DIS $__PARK_1390777 $INTC $GEV $GE

$2.0B

76 positions

#13Rachor Investment Advisory Services, LLCActive

Some overlap · 4 shared positions

$BAC $GE $GEV $AXP

$190M

464 positions

#14American Assets Investment Management, LLCActive

Some overlap · 6 shared positions

$BAC $GE $NVS $__PARK_1390777 $C $PSX

$1.5B

146 positions

#15Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AXP $GE $__PARK_1390777 $BAC $GEV $DIS

$195M

107 positions

#16HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $NVS $UNP $HSY $COP

$351M

81 positions

#17BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $GEV $GE $AXP $UNP

$360M

106 positions

#18Western Financial Corp/CAActive

Some overlap · 4 shared positions

$INTC $GE $__PARK_1390777 $GEV

$255M

127 positions

#19Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$BAC $GE $GEV $UNP $__PARK_1390777 $C

$685M

380 positions

#20Intrinsic Value Partners, LLCActive

Some overlap · 5 shared positions

$__PARK_1390777 $AXP $GE $GEV $GEHC

$130M

69 positions

#21Community Bank of RaymoreActive

Some overlap · 6 shared positions

$BAC $GE $UNP $GEV $COP $GEHC

$149M

74 positions

#22Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$BAC $NVS $UL $C $COP

$9.8B

213 positions

#23Passumpsic Savings Bank

Some overlap · 4 shared positions

$GE $__PARK_1390777 $GEV $DIS

$183M

90 positions

#24Regal Partners LtdActive

Some overlap · 5 shared positions

$BAC $DIS $UNP $COP $GEHC

$1.8B

106 positions

#25Pettee Investors, Inc.Passive

Some overlap · 5 shared positions

$INTC $AXP $GE $DIS $__PARK_1390777

$194M

115 positions

Compare Matthew Goff Investment Advisor,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Matthew Goff Investment Advisor,’s holdings

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.