What hedge funds are most similar to Financial Management Professionals, Inc.?

The funds with the most similar 13F portfolios to Financial Management Professionals, Inc. are Beaird Harris Wealth, Winthrop, BEAM WEALTH ADVISORS, 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 Financial Professionals

13F Portfolio OverlapQ3 2026Financial Professionals portfolio →

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Most similar hedge funds by 13F overlap

Financial Management Professionals, Inc. is an institutional investor managing $1.1B across 1,050 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Professionals are Beaird Harris Wealth, Winthrop, BEAM WEALTH ADVISORS, with shared positions in $BITB, $TXN, $FBTC, $JCI, $CMI, $ET. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive

Some overlap · 3 shared positions

$BITB $TXN $FBTC

$1.6B

707 positions

#2Winthrop Capital Management, LLCPassive

Some overlap · 4 shared positions

$BITB $JCI $TXN $CMI

$414M

351 positions

#3BEAM WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$BITB $ET $FBTC

$453M

117 positions

#4PAYDEN & RYGELPassive

Some overlap · 6 shared positions

$MS $TXN $CMI $ET $TJX $GILD

$1.3B

131 positions

#5Millennium Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$HOMB $NXPI $DELL $MS $ET

$190M

137 positions

#6Invera Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$JCI $NXPI $SNPS $CMI $TJX

$186M

132 positions

#7Knights of Columbus Asset Advisors LLCPassive

Slight overlap · 5 shared positions

$MS $TXN $CMI $TJX $GILD

$2.0B

386 positions

#8Comprehensive Financial Consultants Institutional, Inc.Passive

Slight overlap · 4 shared positions

$MS $JCI $NXPI $CMI

$371M

198 positions

#9FORA Capital, LLCPassive

Slight overlap · 4 shared positions

$MS $NXPI $SNPS $DELL

$1.5B

345 positions

#10Crossmark Global Holdings, Inc.Passive

Slight overlap · 5 shared positions

$JCI $DELL $MS $TJX $GILD

$7.7B

1,264 positions

#11TODD ASSET MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$MS $NXPI $CMI $DELL

$5.5B

177 positions

#12Alecta Tjanstepension OmsesidigtActive

Slight overlap · 4 shared positions

$MS $SNPS $TXN $TJX

$23.8B

91 positions

#13Border to Coast Pensions Partnership LtdActive

Slight overlap · 4 shared positions

$MS $SNPS $TXN $TJX

$7.3B

89 positions

#14Greystone Financial Group, LLCPassive

Slight overlap · 4 shared positions

$MS $SNPS $TXN $TJX

$360M

73 positions

#15Hurlow Wealth Management Group, Inc.Active

Slight overlap · 4 shared positions

$MS $JCI $SNPS $TJX

$481M

125 positions

#16TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKYPassive

Slight overlap · 5 shared positions

$DELL $NXPI $MS $CMI $GILD

$14.7B

1,681 positions

#17McKinley Carter Wealth Services, Inc.Active

Slight overlap · 4 shared positions

$MS $TXN $DELL $TJX

$2.0B

323 positions

#18Boston PartnersPassive

Slight overlap · 4 shared positions

$MS $NXPI $DELL $GILD

$112.6B

802 positions

#19Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 5 shared positions

$CMI $TXN $TJX $GILD $MS

$5.3B

742 positions

#20Occidental Asset Management, LLCPassive

Slight overlap · 4 shared positions

$MS $CMI $DELL $GILD

$1.0B

328 positions

#21Traub Capital Management LLCPassive

Slight overlap · 4 shared positions

$NXPI $SNPS $DELL $ET

$112M

132 positions

#22NICHOLAS COMPANY, INC.Active

Slight overlap · 4 shared positions

$JCI $SNPS $TXN $TJX

$5.5B

195 positions

#23WealthShield Partners, LLCPassive

Slight overlap · 4 shared positions

$JCI $NXPI $CMI $TJX

$654M

379 positions

#24VCI Wealth Management LLCPassive

Slight overlap · 4 shared positions

$MS $TXN $TJX $GILD

$399M

99 positions

#25GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$MS $TXN $TJX $GILD

$2.9B

212 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.