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Hedge Funds Similar to Intrepid Financial Planning Group

13F Portfolio OverlapQ1 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 $248M across 125 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 Intrepid Financial Planning Group are GTS SECURITIES, Financial Life Planners, Bay Rivers Group, with shared positions in $MDY, $PLTR, $AGQ, $SNOW, $GSAT, $SCHW. The full ranking of 25 similar funds is below.

#1GTS SECURITIES LLCPassive
Some overlap · 11 shared positions
$MDY$PLTR$AGQ$SNOW$GSAT$SCHW
$2.8B
1,482 positions
#2Financial Life PlannersActive
Some overlap · 6 shared positions
$PLTR$MDY$DIA$BAC$SCHW$AGQ
$130M
367 positions
#3Bay Rivers GroupPassive
Some overlap · 5 shared positions
$MDY$PLTR$DIA$AMD$SCHW
$240M
109 positions
#4Nova Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$PLTR$SAN$GSAT$AGQ$ALPS$AMD
$154M
545 positions
#5Madison Park Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$DIA$ARKO$ALPS$AGQ
$127M
62 positions
#6KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$PLTR$ARKO$MRVL$AMD$ALPS
$90M
545 positions
#7HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$PLTR$MRVL$AMD$DELL$SCHW
$182M
329 positions
#8FAGAN ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$PLTR$AMD$AGQ$SNOW$BAC$SCHW
$719M
135 positions
#9GFS Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$ARKO$PLTR$DELL
$785M
159 positions
#10Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$DELL$AMD$SNOW$CACI
$143M
82 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$SAN$SCHW$ALPS$DIA
$238M
142 positions
#12LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$UL
$199M
110 positions
#13Optiver Holding B.V.Active
Some overlap · 4 shared positions
$PLTR$DIA$AMD$BAC
$289.5B
2,301 positions
#14Capital Investment Counsel, IncActive
Some overlap · 6 shared positions
$PLTR$MRVL$AMD$AGQ$BAC$SCHW
$816M
249 positions
#15Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$MDY$DIA$AGQ$SNOW$GSAT
$99M
59 positions
#16Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$DIA$AMD$VLO
$108M
97 positions
#17Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$MRVL$AMD$SNOW
$608M
1,182 positions
#18Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PLTR$AMD$DELL$AGQ
$239M
46 positions
#19BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$PLTR$ARKO$GSAT$DELL
$209M
103 positions
#20Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$ARKO$AGQ$SNOW
$210M
76 positions
#21Quantum Private Wealth, LLCPassive
Some overlap · 5 shared positions
$PLTR$MRVL$AMD$DELL$SNOW
$324M
165 positions
#22Variant Private Wealth, LLCActive
Some overlap · 7 shared positions
$ARKO$AMD$PLTR$AGQ$SNOW$CACI
$83M
38 positions
#23NTV ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PLTR$DIA$AMD$ALPS$ARKO
$910M
311 positions
#24IronBridge Private Wealth, LLCActive
Some overlap · 4 shared positions
$PLTR$AMD$GSAT$ALPS
$310M
45 positions
#25COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 4 shared positions
$PLTR$SAN$ALPS$ARKO
$279M
202 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.