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 PROFFITT & GOODSON

13F Portfolio OverlapQ2 2026PROFFITT & GOODSON portfolio →

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Most similar hedge funds by 13F overlap

PROFFITT & GOODSON INC is an institutional investor managing $728M across 298 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 PROFFITT & GOODSON are American National Bank of Texas, Prentice Wealth, Powerhouse Assets, with shared positions in $DOV, $STT, $CVS, $NEE, $TJX, $SCHW. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $STT $CVS

$110M

56 positions

#2Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $STT $NEE

$484M

126 positions

#3Powerhouse Assets LLCSmart money

Notable overlap · 3 shared positions

$STT $DOV $TJX

$123M

57 positions

#4Neumann Capital Management, LLCActive

Notable overlap · 5 shared positions

$DOV $CVS $SCHW $DIS $PFE

$151M

58 positions

#5Newton One Investments LLCActive

Notable overlap · 5 shared positions

$DOV $PEP $EMR $CEG $STT

$397M

146 positions

#6PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$DOV $NEE $PEP $CEG

$216M

110 positions

#7Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $EMR $TJX

$205M

105 positions

#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$DOV $SCHW $ICE

$2.8B

186 positions

#9Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $SCHW $NEE

$110M

73 positions

#10Boxwood Ventures, Inc.Active

Notable overlap · 4 shared positions

$DOV $NEE $PFE $NLY

$168M

37 positions

#11Addison Capital CoActive

Notable overlap · 4 shared positions

$DOV $STT $DIS $PEP

$610M

184 positions

#12HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $PEP $NEE

$209M

83 positions

#13TSG Advice Partners, LLC

Notable overlap · 4 shared positions

$DOV $PFE $PEP $CVS

$667M

135 positions

#14Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $PFE $PEP

$478M

102 positions

#15BCR Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$DOV $EMR $PEP

$356M

32 positions

#16FAS Wealth Partners, Inc.Passive

Notable overlap · 4 shared positions

$STT $DOV $ETN $NEE

$1.9B

520 positions

#17Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $DIS $PEP

$399M

87 positions

#18GLOBALT Investments LLC / GAActive

Notable overlap · 4 shared positions

$STT $EMR $ETN $TJX

$3.0B

213 positions

#19HENGEHOLD CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$STT $PEP $PFE $EMR

$1.3B

229 positions

#20Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$STT $SCHW $ETN

$200M

57 positions

#21Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$STT $VLO $PEP

$4.0B

454 positions

#22Creekside PartnersPassive

Notable overlap · 4 shared positions

$DOV $STT $NLY $NEE

$276M

193 positions

#23Sterling Group Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$STT $PEP $NEE

$244M

62 positions

#24Walsh & Associates, LLCActive

Notable overlap · 3 shared positions

$STT $PEP $CEG

$122M

245 positions

#25Jasper Ridge Partners, L.P.Smart money

Some overlap · 4 shared positions

$DOV $ICE $PEP $CEG

$4.7B

151 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.