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 WALLER FINANCIAL PLANNING GROUP,

13F Portfolio OverlapQ1 2026WALLER FINANCIAL PLANNING GROUP, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WALLER FINANCIAL PLANNING GROUP, INC is an institutional investor managing $486M across 78 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 WALLER FINANCIAL PLANNING GROUP, are Grove Street Fiduciary,, ASPIRIANT,, Discipline Wealth Solutions,, with shared positions in $UNIT, $HUM, $SNOW, $MKL, $PM, $SCHW. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$UNIT $HUM $SNOW $MKL $PM

$227M

74 positions

#2ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$UNIT $HUM $SCHW $MKL

$3.5B

338 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$UNIT $SNOW $SCHW $HUM $MKL $DOV

$950M

192 positions

#4Family CFO IncActive

Notable overlap · 4 shared positions

$UNIT $HUM $SCHW $MKL

$223M

41 positions

#5TrueWealth Financial PartnersActive

Notable overlap · 6 shared positions

$UNIT $SNOW $SCHW $INTU $MKL $DOV

$251M

66 positions

#6Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 6 shared positions

$UNIT $HUM $SNOW $MKL $DOV $FDX

$111M

63 positions

#7Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $SCHW $MKL $DOV

$1.4B

58 positions

#8Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $SCHW $DOV

$313M

119 positions

#9Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $SCHW $KO

$543M

103 positions

#10Rodgers & Associates, LTDActive

Notable overlap · 5 shared positions

$UNIT $SNOW $SCHW $GMM $MKL

$982M

101 positions

#11Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $HUM $MKL $DOV

$127M

57 positions

#12Asset Management Group, Inc.Passive

Notable overlap · 5 shared positions

$UNIT $HUM $SNOW $SCHW $DOV

$619M

138 positions

#13Opal Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $PM $KO

$442M

606 positions

#14STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SNOW $OKTA

$1.6B

26 positions

#15Financial Advisory CorpSmart money

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $SYK

$720M

51 positions

#16Northwest Quadrant Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $PM

$481M

67 positions

#17E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $KO

$100M

12 positions

#18Oath Planning, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $DOV

$113M

69 positions

#19Forbes Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$UNIT $OKTA $GMM $PM

$173M

38 positions

#20FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$UNIT $HUM $SCHW

$176M

104 positions

#21Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$UNIT $SCHW $MKL $PM

$166M

43 positions

#22Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$UNIT $HUM $SCHW $INTU

$2.2B

79 positions

#23Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $MKL $KO

$160M

82 positions

#24Zeit Capital LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$149M

52 positions

#25Payne Capital Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $PM

$331M

79 positions

Compare WALLER FINANCIAL PLANNING GROUP,’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 WALLER FINANCIAL PLANNING GROUP,’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.