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Hedge Funds Similar to Intrepid Financial Planning Group

13F Portfolio OverlapQ2 2026Intrepid Financial Planning Group portfolio →
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Most similar hedge funds by 13F overlap

Intrepid Financial Planning Group LLC is an institutional investor managing $294M across 135 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 Intrepid Financial Planning Group are Geneva Partners, HARTLINE INVESTMENT, Heard, with shared positions in $MRVL, $DELL, $VLO, $STX, $PLTR, $LOW. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive
Notable overlap · 4 shared positions
$MRVL$DELL$VLO$STX
$375M
75 positions
#2HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$MRVL$DELL$PLTR$LOW
$1.1B
115 positions
#3Heard Capital LLCActive
Notable overlap · 3 shared positions
$MRVL$PLTR$BX
$2.3B
21 positions
#4Bosman Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MRVL$PLTR$VLO$STX
$161M
56 positions
#5Gunderson Capital Management Inc.Active
Notable overlap · 3 shared positions
$MRVL$DELL$STX
$370M
52 positions
#6Citizens Business BankActive
Notable overlap · 4 shared positions
$DELL$MRVL$PLTR$SCHW
$664M
139 positions
#7N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$MRVL$PLTR$AMGN
$282M
43 positions
#8HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$DELL$SCHW
$217M
352 positions
#9ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$DELL$MRVL$PLTR$CACI
$753M
223 positions
#10KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$MRVL$PLTR$ALPS$DELL$AMGN
$90M
545 positions
#11Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$MRVL$SCHW$AMGN
$125M
365 positions
#12Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$MRVL$BX$STX
$1.3B
261 positions
#13Insight Inv LLCPassive
Some overlap · 3 shared positions
$MRVL$AMGN$LOW
$212M
109 positions
#14Decker Retirement Planning Inc.Active
Some overlap · 3 shared positions
$MRVL$PLTR$STX
$294M
441 positions
#15Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$PLTR$BX
$490M
134 positions
#16PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$DELL$STT
$219M
125 positions
#17Bay Rivers GroupPassive
Some overlap · 5 shared positions
$MDY$PLTR$BX$AMGN$STX
$293M
126 positions
#18Summa Corp.Smart money
Some overlap · 3 shared positions
$MRVL$VLO$MDY
$319M
83 positions
#19TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$DELL$AMGN
$288M
94 positions
#20MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$DELL$PLTR$VLO
$136M
223 positions
#21M3 Advisory Group, LLCPassive
Some overlap · 4 shared positions
$DELL$MDY$BX$STT
$193M
156 positions
#22CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$MRVL$DELL$VLO$STX
$569M
256 positions
#23Acorn Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$DELL$BX$ALPS$LOW
$410M
303 positions
#24VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$MRVL$DELL$STX
$315M
33 positions
#25ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 6 shared positions
$MDY$DELL$MRVL$SCHW$BX$STT
$621M
90 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.