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 Creative Planning

13F Portfolio OverlapQ1 2026Creative Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Creative Planning is an institutional investor managing $147.4B across 4,090 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 Creative Planning are Advisors Wealth ,, Financial Futures Ltd Liability, FINANCIAL NETWORK, with shared positions in $USB, $AMN, $DDOG, $SCHW, $KKR, $HUM. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Some overlap · 6 shared positions

$USB $AMN $DDOG $SCHW $KKR $HUM

$745M

219 positions

#2Financial Futures Ltd Liability Co.Active

Some overlap · 6 shared positions

$USB $AMN $DDOG $SCHW $NKE $KKR

$228M

72 positions

#3FINANCIAL MANAGEMENT NETWORK INCPassive

Some overlap · 7 shared positions

$USB $AMN $SCHW $WT $KKR $SE

$653M

191 positions

#4Partners in Financial PlanningActive

Some overlap · 6 shared positions

$USB $DDOG $SCHW $GMM $SE $NKE

$603M

122 positions

#5Venturi Wealth Management, LLCPassive

Some overlap · 4 shared positions

$USB $AMN $GMM $SCHW

$2.2B

602 positions

#6Passive Capital Management, LLC.Active

Some overlap · 6 shared positions

$AMN $DDOG $SCHW $WT $KKR $NKE

$335M

104 positions

#7Sincerus Advisory, LLCActive

Some overlap · 6 shared positions

$USB $DDOG $SCHW $WT $SE $HUM

$132M

76 positions

#8Cherry Tree Wealth Management, LLCPassive

Some overlap · 8 shared positions

$AMN $DDOG $SCHW $WT $KKR $USB

$473M

582 positions

#9Golden Bell Financial Planning LLCActive

Some overlap · 4 shared positions

$USB $AMN $DDOG $NKE

$125M

37 positions

#10Sanchez Levi GarrettActive

Some overlap · 5 shared positions

$AMN $DDOG $USB $GMM $AMAT

$159M

74 positions

#11TAGStone Capital, Inc.Passive

Some overlap · 6 shared positions

$USB $DDOG $GMM $WT $SE $HUM

$283M

137 positions

#12Integrity Wealth Solutions LLCPassive

Some overlap · 6 shared positions

$AMN $DDOG $GMM $SCHW $KKR $SE

$255M

130 positions

#13Greenspring Advisors, LLCActive

Some overlap · 5 shared positions

$USB $AMN $SCHW $HUM $NKE

$1.6B

318 positions

#14Rialto Wealth Management, LLCPassive

Some overlap · 5 shared positions

$AMN $USB $SCHW $DDOG $SE

$445M

1,730 positions

#15Transcendent Capital Group LLCPassive

Some overlap · 5 shared positions

$USB $AMN $SCHW $WT $AMAT

$219M

112 positions

#16Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Some overlap · 5 shared positions

$USB $AMN $SCHW $WT $NKE

$5.8B

996 positions

#17Equita Financial Network, Inc.Active

Some overlap · 3 shared positions

$USB $AMN $DDOG

$318M

87 positions

#18Fonville Wealth Management LLCPassive

Some overlap · 7 shared positions

$AMN $SCHW $GMM $KKR $SE $HUM

$525M

138 positions

#19SAGE RHINO CAPITAL LLCPassive

Some overlap · 4 shared positions

$USB $AMN $DDOG $KKR

$535M

330 positions

#20Farrell Financial LLCPassive

Some overlap · 5 shared positions

$USB $DDOG $WT $SCHW $HUM

$167M

76 positions

#21ATLas Financial Planning LLCActive

Some overlap · 4 shared positions

$USB $AMN $WT $NKE

$112M

69 positions

#22Legacy Edge Advisors, LLCActive

Some overlap · 4 shared positions

$USB $AMN $DDOG $GMM

$951M

223 positions

#23Cascade Financial Partners, LLCActive

Some overlap · 9 shared positions

$GMM $AMN $WT $DDOG $KKR $SCHW

$970M

263 positions

#24WESCAP Management Group, Inc.Active

Some overlap · 6 shared positions

$USB $SCHW $WT $GMM $SE $HUM

$508M

107 positions

#25O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$USB $DDOG $SCHW $KKR $HUM

$253M

171 positions

Compare Creative Planning’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Creative Planning’s holdings

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.