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Hedge Funds Similar to POTOMAC FUND

13F Portfolio OverlapQ2 2026POTOMAC FUND portfolio →
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Most similar hedge funds by 13F overlap

POTOMAC FUND MANAGEMENT INC /ADV is an institutional investor managing $4.0B across 109 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 POTOMAC FUND are Brookmont, Trust Co, North Ridge Wealth Advisors, with shared positions in $WFC, $SHEL, $GILD, $ADI, $AZN, $LHX. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 28 shared positions
$WFC$SHEL$GILD$ADI$AZN$LHX
$186M
61 positions
#2Trust CoActive
Notable overlap · 6 shared positions
$SNPS$MCD$GILD$PEP$WM$EVRG
$1.1B
908 positions
#3North Ridge Wealth Advisors, Inc.
Notable overlap · 5 shared positions
$SNPS$SHEL$PNC$HON$ABT
$178M
193 positions
#4Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$SNPS$ADI$MCD$LHX
$481M
125 positions
#5Robinswood Financial LLCPassive
Notable overlap · 4 shared positions
$SNPS$PNC$PEP$MCD
$349M
435 positions
#6BRIGHTON SECURITIES CORP.Smart money
Notable overlap · 3 shared positions
$SNPS$LHX$WM
$233M
50 positions
#7Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$SNPS$QCOM$SRE
$203M
84 positions
#8BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$QCOM$ADI
$863M
111 positions
#9Aspex Management (HK) LtdActive
Notable overlap · 3 shared positions
$SNPS$QCOM$NTES
$8.9B
27 positions
#10IAMS WEALTH MANAGEMENT, LLCPassive
Notable overlap · 16 shared positions
$SNPS$WFC$GILD$ADI$SHEL$AZN
$332M
190 positions
#11Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$SNPS$QCOM$USB
$5.2B
519 positions
#12Keudell/Morrison Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$GILD$QCOM$USB
$529M
260 positions
#13Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$SNPS$Q$MCD$WM$DD
$160M
82 positions
#14WESTPORT ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SNPS$AZN$GILD
$245M
80 positions
#15McIlrath & Eck, LLC
Notable overlap · 3 shared positions
$SNPS$WM$MCD
$1.3B
1,645 positions
#16Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$ADI$PNC$COP
$491M
159 positions
#17MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SNPS$MCD$USB
$314M
181 positions
#18Buckland Partners Management Co LLCPassive
Notable overlap · 3 shared positions
$SNPS$ADI$SOLS
$204M
97 positions
#19DAVIS-REA LTD.Active
Some overlap · 6 shared positions
$SNPS$WFC$MCD$PNC$ABT$XYL
$351M
45 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNPS$MCD$WM$HON$HONA
$358M
74 positions
#21Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$SNPS$GILD$CCZ$QCOM
$126M
62 positions
#22LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$SNPS$ABT$QCOM$MCD
$166M
274 positions
#23WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive
Some overlap · 3 shared positions
$SNPS$Q$SOLS
$364M
37 positions
#24Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$SNPS$PEP$QCOM
$2.3B
157 positions
#25Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$SNPS$SHEL$MCD$TEL
$158M
100 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.