Hedge Funds Similar to PROFESSIONAL FINANCIAL SOLUTIONS

13F Portfolio OverlapQ2 2026PROFESSIONAL FINANCIAL SOLUTIONS portfolio →

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Most similar hedge funds by 13F overlap

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV is an institutional investor managing $129M across 41 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 PROFESSIONAL FINANCIAL SOLUTIONS are Strathmore Advisors, ATWOOD & PALMER, Mid-American Wealth Advisory Group, with shared positions in $PLTR, $LOW, $LMT, $BMY. The full ranking of 21 similar funds is below.

#1Strathmore Capital Advisors, Inc.Active

Notable overlap · 3 shared positions

$PLTR $LOW $LMT

$371M

142 positions

#2ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$PLTR $LMT $LOW

$1.9B

495 positions

#3Mid-American Wealth Advisory Group, Inc.Active

Some overlap · 3 shared positions

$BMY $PLTR $LMT

$277M

66 positions

#4Archon Partners LLCActive

Some overlap · 3 shared positions

$LOW $LMT $PLTR

$937M

37 positions

#5Cypress Capital, LLCActive

Some overlap · 3 shared positions

$370M

113 positions

#6BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 3 shared positions

$2.5B

270 positions

#7Rockbridge Investment Management, LCCSmart money

Some overlap · 3 shared positions

$LMT $PLTR $LOW

$1.2B

146 positions

#8Titan Investment Management LLCActive

Some overlap · 3 shared positions

$LMT $BMY $PLTR

$135M

38 positions

#9MRWM Advisors, LLCActive

Some overlap · 3 shared positions

$243M

80 positions

#10B&D White Capital Company, LLCActive

Some overlap · 3 shared positions

$LMT $LOW $PLTR

$1.0B

94 positions

#11Global Trust Asset Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $BMY $LOW

$320M

463 positions

#12Taylor Financial Group, Inc.Active

Some overlap · 3 shared positions

$LMT $LOW $PLTR

$182M

103 positions

#13Prudent Man Investment Management, Inc.Smart money

Some overlap · 3 shared positions

$LMT $LOW $PLTR

$293M

169 positions

#14Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$PLTR $LMT $LOW

$181M

570 positions

#15Capital Investment Counsel, IncActive

Some overlap · 3 shared positions

$PLTR $LOW $LMT

$929M

266 positions

#16MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$PLTR $LMT $BMY

$255M

197 positions

#17IAM Advisory, LLCActive

Some overlap · 3 shared positions

$LMT $BMY $PLTR

$513M

107 positions

#18Cane Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$LMT $LOW $PLTR

$253M

133 positions

#19Excelsior Advisor Network LLCPassive

Slight overlap · 3 shared positions

$BMY $LMT $PLTR

$759M

453 positions

#20BridgePort Financial Solutions, LLCPassive

Slight overlap · 3 shared positions

$PLTR $BMY $LOW

$393M

240 positions

#21Ironwood Financial, llcActive

Slight overlap · 3 shared positions

$639M

179 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.