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 Abacus Planning Group,

13F Portfolio OverlapQ1 2026Abacus Planning Group, portfolio →

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Most similar hedge funds by 13F overlap

Abacus Planning Group, Inc. is an institutional investor managing $743M across 264 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 Abacus Planning Group, are Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Efficient Advisors,, Arlington Financial Advisors,, with shared positions in $UNIT, $BRZE, $SNOW, $MKL, $SE, $DOV. The full ranking of 25 similar funds is below.

#1Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 6 shared positions

$UNIT $BRZE $SNOW $MKL $SE $DOV

$111M

63 positions

#2Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $BRZE $SNOW $MKL $SE $DOV

$1.4B

58 positions

#3Arlington Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DKNG $AMN $SNOW

$702M

95 positions

#4Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$UNIT $BRZE $KO $AMN $SNOW

$143M

56 positions

#5Family CFO IncActive

Notable overlap · 3 shared positions

$UNIT $BRZE $MKL

$223M

41 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $UNIT $SNOW $MKL $DOV

$1.1B

121 positions

#7Valpey Financial Services, LLCPassive

Notable overlap · 4 shared positions

$BRZE $UNIT $SNOW $MKL

$154M

75 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $BRZE $SNOW $MKL $PHYS $DOV

$950M

192 positions

#9FIDUCIARY ADVISORS, INC.Active

Notable overlap · 8 shared positions

$BRZE $UNIT $MKL $BAC $SE $AMN

$133M

121 positions

#10Berkeley, IncActive

Notable overlap · 4 shared positions

$DKNG $MKL $SE $UNIT

$298M

81 positions

#11Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$UNIT $BRZE $SE

$476M

78 positions

#12Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $UNIT $MKL

$255M

49 positions

#13Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $UNIT $SNOW $IBIT $AMN $DOV

$2.9B

367 positions

#14Traveka Wealth, LLCPassive

Notable overlap · 7 shared positions

$UNIT $SE $BRZE $KO $MKL $SNOW

$262M

186 positions

#15Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $MKL $BRZE $DOV

$171M

106 positions

#16Veery Capital, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $DKNG $BAC

$326M

96 positions

#17GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$BRZE $UNIT $MKL $AMN

$128M

42 positions

#18PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BRZE $UNIT $SNOW $MKL

$1.4B

283 positions

#19FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 6 shared positions

$UNIT $BRZE $MKL $SNOW $SE $AMN

$293M

105 positions

#20TrueWealth Financial PartnersActive

Notable overlap · 5 shared positions

$UNIT $SNOW $MKL $DOV $SE

$251M

66 positions

#21Opal Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $KO $AMN

$442M

606 positions

#22Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $BRZE $DOV

$313M

119 positions

#23Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $MKL

$227M

74 positions

#24SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$UNIT $SNOW $BAC

$152M

119 positions

#25Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$UNIT $MKL $SE $KO $UNP

$160M

82 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.