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Hedge Funds Similar to Falcon Wealth Planning

13F Portfolio OverlapQ1 2026Falcon Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Falcon Wealth Planning is an institutional investor managing $1.6B across 248 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 Falcon Wealth Planning are Tillman Hartley, Cedar Point Partners,, Causey Wealth, with shared positions in $NKE, $UPST, $SCHW, $AMN, $WT, $CTVA. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive
Notable overlap · 6 shared positions
$NKE$UPST$SCHW$AMN$WT$CTVA
$398M
88 positions
#2Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NTRB$NKE$SCHW
$154M
71 positions
#3Causey Wealth LLCPassive
Notable overlap · 6 shared positions
$UPST$NKE$WT$NTRB$SCHW$ISRG
$236M
81 positions
#4Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$NTRB$NKE$UNIT$MKL
$171M
106 positions
#5McLean Asset Management CorpActive
Notable overlap · 7 shared positions
$NKE$UPST$AMN$WT$BAC$CTVA
$572M
165 positions
#6Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$NKE$UPST$SCHW$UNIT$CTVA$SE
$279M
141 positions
#7Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$NTRB$UPST$UNIT$SE
$109M
1,311 positions
#8ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 8 shared positions
$UPST$SCHW$NKE$WT$AMN$UNIT
$370M
119 positions
#9DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$NTRB$SCHW$UNIT
$249M
92 positions
#10Frankly Finances, LLCActive
Notable overlap · 5 shared positions
$NKE$SCHW$AMN$WT$MKL
$110M
64 positions
#11Kondo Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$NKE$WT$AMN$BAC
$266M
69 positions
#12Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$NKE$SCHW$AMN$UNIT$NOW
$228M
72 positions
#13ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$NKE$SCHW$AMN$SE
$158M
125 positions
#14BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$NKE$SCHW$AMN
$251M
40 positions
#15Cordant, Inc.Active
Notable overlap · 3 shared positions
$UPST$SCHW$NKE
$246M
75 positions
#16Wright Wealth LLCActive
Notable overlap · 3 shared positions
$UPST$WT$AMN
$149M
51 positions
#17Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$NKE$UPST$UNIT$BAC$CTVA$SE
$607M
110 positions
#18Zeit Capital LLCActive
Notable overlap · 4 shared positions
$NTRB$SCHW$UNIT$MKL
$149M
52 positions
#19Schoolcraft Capital LLCActive
Notable overlap · 4 shared positions
$NKE$SCHW$WT$SE
$516M
65 positions
#20MASECO LLPActive
Notable overlap · 5 shared positions
$NKE$UPST$SCHW$MKL$UNIT
$3.2B
391 positions
#21FC Advisory LLCActive
Notable overlap · 3 shared positions
$NTRB$SCHW$MKL
$342M
115 positions
#22Winter & Associates, Inc.Passive
Notable overlap · 5 shared positions
$NKE$WT$UPST$SCHW$ISRG
$114M
84 positions
#23AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 7 shared positions
$NTRB$WT$SCHW$UNIT$MKL$SE
$206M
97 positions
#24Foster Group, Inc.Active
Notable overlap · 5 shared positions
$NKE$AMN$UPST$UNIT$SE
$3.4B
284 positions
#25BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$NKE
$126M
26 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.