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Hedge Funds Similar to Financiere des Professionnels - Fonds d,investissement

13F Portfolio OverlapQ2 2026Financiere des Professionnels - Fonds d,investissement portfolio →
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Most similar hedge funds by 13F overlap

Financiere des Professionnels - Fonds d,investissement inc. is an institutional investor managing $1.8B across 344 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 Financiere des Professionnels - Fonds d,investissement are Myriad Asset Advisors, Myriad Asset US, Richwood Investment Advisors, with shared positions in $C, $DE, $MS, $FCX, $BA, $CMI. The full ranking of 25 similar funds is below.

#1Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$C$DE$MS$FCX
$424M
49 positions
#2Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$C$DE$MS$FCX
$72M
52 positions
#3Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$C$DE$MS$BA
$142M
106 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$C$DE$CMI$BA
$530M
92 positions
#5Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$DE$CMI$FCX
$262M
98 positions
#6RE ADVISERS CORPActive
Some overlap · 4 shared positions
$C$DE$BA$FCX
$4.0B
124 positions
#7Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$C$HWM$STX$BA$MS
$214M
76 positions
#8Fisher Asset Management, LLCActive
Some overlap · 4 shared positions
$C$MS$CMI$FCX
$335.8B
1,037 positions
#9Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$DE$C$MS$BA
$207M
89 positions
#10CERTUITY, LLCActive
Some overlap · 4 shared positions
$C$MS$BA$FCX
$2.0B
674 positions
#11MWA Asset ManagementPassive
Some overlap · 4 shared positions
$C$DE$CMI$STX
$221M
129 positions
#12Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$MS$FCX$STX
$3.0B
98 positions
#13Limestone Investment Advisors LPPassive
Some overlap · 4 shared positions
$C$MS$BA$FCX
$1.3B
558 positions
#14Zurich Insurance Group Ltd/FIPassive
Some overlap · 4 shared positions
$C$MS$CMI$HWM
$14.4B
323 positions
#15SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$SPCX$BA$FCX
$895M
185 positions
#16CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$DE$C$MS$CMI
$859M
140 positions
#17Williamson Legacy Group, LLCPassive
Slight overlap · 4 shared positions
$C$HWM$CMI$STX
$201M
75 positions
#18Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$C$CMI$FCX$STX
$229M
166 positions
#19SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$DE$MS$CMI$FCX
$680M
212 positions
#20MARVIN & PALMER ASSOCIATES INCActive
Slight overlap · 3 shared positions
$C$DE$MS
$159M
28 positions
#21Altman Advisors, Inc.Passive
Slight overlap · 3 shared positions
$C$DE$MS
$279M
93 positions
#22BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 4 shared positions
$DE$C$CMI$BA
$263M
90 positions
#23PRINCETON CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$C$BA$DE$FCX
$443M
145 positions
#24Xcel Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$MS$SPCX$BA$DE
$419M
140 positions
#25Calamos Wealth Management LLCPassive
Slight overlap · 4 shared positions
$MS$DE$BA$STX
$3.3B
463 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.