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Hedge Funds Similar to Center for Financial Planning,

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

Center for Financial Planning, Inc. is an institutional investor managing $958M across 658 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 Center for Financial Planning, are Alhambra Investment Partners, Donalies Financial Planning,, CHRISTINE MESSMER PC, with shared positions in $UNIT, $BRZE, $NEE, $AXP, $KO, $DDOG. The full ranking of 25 similar funds is below.

#1Alhambra Investment Partners LLCPassive
Some overlap · 6 shared positions
$UNIT$BRZE$NEE$AXP$KO$DDOG
$217M
176 positions
#2Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$BRZE$NEE$MAR$DDOG
$117M
74 positions
#3CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$UNIT$BRZE$NEE$MAR$DDOG
$156M
80 positions
#4Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$UNIT$BRZE$MAR$AXP$MCD
$364M
112 positions
#5Mustard Seed Financial, LLCPassive
Some overlap · 5 shared positions
$UNIT$BRZE$MAR$ABT$DDOG
$167M
92 positions
#625 LLCActive
Some overlap · 4 shared positions
$UNIT$BRZE$NEE$DDOG
$324M
69 positions
#7GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$UNIT$BRZE$MAR$DDOG
$128M
42 positions
#8THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$UNIT$BRZE$MAR$DDOG
$285M
94 positions
#9White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$UNIT$BRZE$MAR$DDOG
$721M
145 positions
#10Index Fund Advisors, Inc.Smart money
Some overlap · 5 shared positions
$BRZE$UNIT$NEE$MAR$KO
$2.2B
127 positions
#11Creekside PartnersPassive
Some overlap · 4 shared positions
$UNIT$BRZE$CRM$MCD
$243M
183 positions
#12Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$BRZE$KO$ETN
$143M
56 positions
#13Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$NEE
$1.4B
58 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$NEE
$950M
192 positions
#15Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UNIT$BRZE$AXP$DDOG
$473M
582 positions
#16SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$UNIT$BRZE$TMO$DDOG
$103M
37 positions
#17Roof Eidam Maycock Peralta, LLCActive
Some overlap · 5 shared positions
$UNIT$BRZE$MCK$ABT$ETN
$436M
125 positions
#18NorthLanding Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$UNIT$BRZE$MAR
$124M
41 positions
#19Greenhouse Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$UNIT$BRZE$MAR
$162M
57 positions
#20FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$UNIT$BRZE$NEE
$293M
105 positions
#21Bragg Financial Advisors, IncPassive
Some overlap · 4 shared positions
$UNIT$BRZE$AXP$DDOG
$3.2B
362 positions
#22FIDUCIARY ADVISORS, INC.Active
Slight overlap · 4 shared positions
$UNIT$BRZE$KO$MAR
$133M
121 positions
#23Abacus Planning Group, Inc.Active
Slight overlap · 3 shared positions
$UNIT$BRZE$KO
$743M
264 positions
#24Zhang Financial LLCActive
Slight overlap · 3 shared positions
$UNIT$BRZE$SYK
$2.9B
367 positions
#25OFC FINANCIAL PLANNING, LLCActive
Slight overlap · 3 shared positions
$UNIT$BRZE$MCD
$102M
56 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.