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 Fiduciary Planning

13F Portfolio OverlapQ1 2026Fiduciary Planning portfolio →

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Most similar hedge funds by 13F overlap

Fiduciary Planning LLC is an institutional investor managing $331M across 76 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 Fiduciary Planning are IAM Advisory,, Lauer Wealth,, Boyce & Associates Wealth Consulting,, with shared positions in $WT, $SHW, $PLTR, $HON, $YMM, $MU. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $SHW $PLTR $HON

$446M

95 positions

#2Lauer Wealth, LLCActive

Substantial overlap · 7 shared positions

$WT $PLTR $YMM $MU $EOSE $IBIT

$126M

67 positions

#3Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $ALPS $SHW

$132M

80 positions

#4Exit Wealth Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $ALPS $IBIT

$195M

131 positions

#5Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$136M

85 positions

#6Prestige Wealth Management Group LLCPassive

Substantial overlap · 3 shared positions

$WT $PEG $BAC

$509M

1,123 positions

#7Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$WT $PLTR $SHOP

$143M

395 positions

#8ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$235M

78 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $MU $COP

$157M

92 positions

#10Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $PLTR $COP $IBIT

$220M

273 positions

#11Wealthcare Capital Partners, LLCActive

Substantial overlap · 3 shared positions

$WT $ALPS $COP

$213M

153 positions

#12INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $MU $BAC $HON

$252M

89 positions

#13Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $PLTR $MU

$219M

145 positions

#14Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $IBIT

$115M

51 positions

#15Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $PLTR

$142M

76 positions

#16Legacy Financial Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $MU $BAC $COP

$715M

404 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $SHW $ALPS $IBIT

$149M

96 positions

#18Encompass More Asset ManagementPassive

Notable overlap · 5 shared positions

$WT $PLTR $MU $IBIT $CRWD

$597M

251 positions

#19Tidemark, LLCPassive

Notable overlap · 4 shared positions

$WT $MDLZ $SHOP $CRWD

$393M

901 positions

#20WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $COP

$115M

117 positions

#21Stonekeep Investments, LLCActive

Notable overlap · 6 shared positions

$WT $PLTR $SHOP $NET $CRWD $COP

$154M

66 positions

#22SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $MMM $HON

$1.2B

208 positions

#23Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $COP

$1.2B

177 positions

#24FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $COP $APD

$264M

25 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $COP

$97M

49 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.