Hedge Funds Similar to Portland Financial Advisors

13F Portfolio OverlapQ2 2026Portland Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Portland Financial Advisors Inc is an institutional investor managing $55M across 89 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 Portland Financial Advisors are Bestgate Wealth Advisors, Disciplined Equity, Keystone Financial Planning, with shared positions in $VZ, $BLK, $USB, $PFE, $OHI. The full ranking of 25 similar funds is below.

#1Bestgate Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$63M

45 positions

#2Disciplined Equity Management, Inc.Smart money

Some overlap · 3 shared positions

$226M

45 positions

#3Keystone Financial Planning, Inc.Active

Some overlap · 3 shared positions

$388M

39 positions

#4CORDA Investment Management, LLC.Active

Some overlap · 3 shared positions

$1.6B

85 positions

#5Hillman Capital Management, Inc.Passive

Some overlap · 3 shared positions

$138M

54 positions

#6SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$606M

79 positions

#7PCB Capital LLCPassive

Some overlap · 3 shared positions

$82M

114 positions

#8ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 3 shared positions

$156M

64 positions

#9CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$1.1B

157 positions

#10Raleigh Capital Management Inc.Passive

Some overlap · 3 shared positions

$313M

610 positions

#11Hamrick Investment Counsel, llcPassive

Some overlap · 3 shared positions

$151M

184 positions

#12Stockman Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$968M

178 positions

#13Gallagher Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$175M

71 positions

#14InvesTrustPassive

Some overlap · 3 shared positions

$260M

95 positions

#15Paradigm Capital Management, LLC/NVActive

Some overlap · 3 shared positions

$116M

65 positions

#16Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$486M

249 positions

#171834 INVESTMENT ADVISORS COPassive

Some overlap · 3 shared positions

$883M

211 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 3 shared positions

$1.7B

256 positions

#19First Bank & TrustPassive

Some overlap · 3 shared positions

$680M

270 positions

#20Ally Financial Inc.Active

Some overlap · 3 shared positions

$775M

131 positions

#21Code Waechter LLCActive

Some overlap · 3 shared positions

$193M

127 positions

#22Lloyd Advisory Services, LLC.Passive

Some overlap · 3 shared positions

$258M

628 positions

#23Stamos Capital Partners, L.P.Passive

Some overlap · 3 shared positions

$653M

140 positions

#24ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Some overlap · 3 shared positions

$1.7B

1,629 positions

#25LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Some overlap · 3 shared positions

$489M

244 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.