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Hedge Funds Similar to Strategic Financial Planning,

13F Portfolio OverlapQ1 2026Strategic Financial Planning, portfolio →
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Most similar hedge funds by 13F overlap

Strategic Financial Planning, Inc. is an institutional investor managing $171M across 40 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 Strategic Financial Planning, are LIBRA WEALTH, Avantax Planning Partners,, Objectivity Squared,, with shared positions in $AMN, $FBTC, $IBM, $HPQ, $MS, $IBIT. The full ranking of 25 similar funds is below.

#1LIBRA WEALTH LLCSmart money
Notable overlap · 3 shared positions
$AMN$FBTC$IBM
$355M
66 positions
#2Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$HPQ$AMN$IBM
$3.6B
435 positions
#3Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$IBIT
$159M
55 positions
#4Pearl Planning LLCActive
Notable overlap · 3 shared positions
$AMN$MS$IBM
$187M
52 positions
#5SENTINEL PENSION ADVISORS, LLCActive
Notable overlap · 3 shared positions
$BDX$AMN$ES
$676M
137 positions
#6Wright Wealth LLCActive
Notable overlap · 3 shared positions
$AMN$MS$IBM
$149M
51 positions
#7Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$IBIT$IBM
$228M
72 positions
#8Freestate Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$MS$IBM
$125M
42 positions
#9Citrine Capital LLCActive
Notable overlap · 3 shared positions
$FBTC$IBM$IBIT
$231M
58 positions
#10Heritage Financial Services, LLC
Some overlap · 3 shared positions
$AMN$IBM$ES
$1.2B
126 positions
#11ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AMN$MS$BDX
$555M
191 positions
#12Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$FBTC$MS$AMN
$171M
126 positions
#13Argent Advisors, Inc.Passive
Some overlap · 3 shared positions
$AMN$MS$ES
$366M
173 positions
#14Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AMN$FBTC$IBIT$IBM
$1.0B
279 positions
#15Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$HPQ$FBTC$MS
$1.5B
369 positions
#16NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMN$MS$IBM
$279M
185 positions
#17PUFF WEALTH MANAGEMENT, LLC
Some overlap · 3 shared positions
$AMN$FBTC$IBIT
$77M
70 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$HPE$ES$IBM
$223M
109 positions
#19DecisionMap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$MS$IBIT
$155M
129 positions
#20Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$MS$FBTC$IBIT
$99M
95 positions
#21PROATHLETE WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AMN$IBIT$IBM$MS
$361M
296 positions
#22Allegheny Financial Group LTDActive
Some overlap · 3 shared positions
$MS$FBTC$IBM
$742M
290 positions
#23SkyOak Wealth, LLCPassive
Some overlap · 4 shared positions
$AMN$MS$IBM$IBIT
$546M
255 positions
#24Team Financial Group, LLCActive
Some overlap · 3 shared positions
$AMN$IBIT$IBM
$220M
273 positions
#25ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$BDX$AMN
$1.4B
261 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.