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 Avantax Planning Partners,

13F Portfolio OverlapQ1 2026Avantax Planning Partners, portfolio →

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Most similar hedge funds by 13F overlap

Avantax Planning Partners, Inc. is an institutional investor managing $3.6B across 435 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Avantax Planning Partners, are ForthRight Wealth ,, Strategic Financial Planning,, Brady Martz Wealth Solutions,, with shared positions in $XYZ, $AMN, $ALPS, $SNOW, $IBM, $COP. The full ranking of 25 similar funds is below.

#1ForthRight Wealth Management, LLCActive

Notable overlap · 7 shared positions

$XYZ $AMN $ALPS $SNOW $IBM $COP

$353M

75 positions

#2Strategic Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$HPQ $AMN $IBM

$171M

40 positions

#3Brady Martz Wealth Solutions, LLCPassive

Notable overlap · 10 shared positions

$ALPS $AMN $HUM $TXN $BRZE $WT

$587M

195 positions

#4Friday FinancialActive

Notable overlap · 10 shared positions

$AMN $HUM $BRZE $WT $DE $SNOW

$290M

93 positions

#5Broadway Wealth Solutions, Inc.Active

Notable overlap · 3 shared positions

$XYZ $AMN $IBM

$193M

95 positions

#6Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$AMN $HUM $SNOW $WT $IBM

$233M

676 positions

#7Family Investment Center, Inc.Active

Notable overlap · 6 shared positions

$AMN $HUM $SNOW $BRZE $COP $WT

$520M

91 positions

#8ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$AMN $SNOW $ALPS $WT $LMT $KKR

$197M

204 positions

#9FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 6 shared positions

$AMN $ALPS $HUM $WT $COP $KKR

$653M

191 positions

#10CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$AMN $HPQ $ALPS $WT $AMGN

$309M

132 positions

#11COWA, LLCActive

Notable overlap · 6 shared positions

$AMN $ALPS $WT $AMGN $IBM $COP

$371M

158 positions

#12Certified Advisory CorpPassive

Notable overlap · 7 shared positions

$AMN $XYZ $SNOW $TXN $KKR $LMT

$1.1B

318 positions

#13Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $SNOW $TXN $KKR

$190M

82 positions

#14Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AMN $SNOW $HUM $BRZE $KKR

$525M

138 positions

#15ADE, LLCActive

Notable overlap · 4 shared positions

$XYZ $BRZE $AMGN $KKR

$209M

86 positions

#16Balance Wealth, LLCPassive

Notable overlap · 4 shared positions

$HPQ $SNOW $COP $AMN

$322M

149 positions

#17Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $BRZE $KKR $COP

$98M

68 positions

#18Widmann Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$AMN $SNOW $KO $VZ $LMT $IBM

$168M

121 positions

#19Team Hewins, LLCSmart money

Notable overlap · 5 shared positions

$AMN $SNOW $HUM $TXN $WT

$337M

41 positions

#20Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $HUM $SNOW $KKR

$302M

51 positions

#21COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 5 shared positions

$AMN $BRZE $HUM $VLO $KKR

$489M

161 positions

#22Beta Wealth Group, Inc.Passive

Some overlap · 4 shared positions

$AMN $XYZ $HUM $SNOW

$242M

112 positions

#23WealthCollab, LLCPassive

Some overlap · 4 shared positions

$AMN $BRZE $SNOW $COP

$243M

977 positions

#24Rice Partnership, LLCActive

Some overlap · 5 shared positions

$XYZ $WT $KO $VLO $IBM

$732M

178 positions

#25Bravera WealthPassive

Some overlap · 6 shared positions

$AMN $HUM $BRZE $TXN $VZ $COP

$222M

410 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.