13F Pro

Hedge Funds Similar to Sterling Financial Planning,

13F Portfolio OverlapQ1 2026Sterling Financial Planning, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sterling Financial Planning, Inc. is an institutional investor managing $337M across 117 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 Sterling Financial Planning, are Pillar Financial Advisors,, Altiora Financial Group,, Burk, with shared positions in $IAU, $NKE, $SNOW, $COP, $UNIT, $NSC. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$IAU$NKE$SNOW$COP$UNIT
$171M
106 positions
#2Altiora Financial Group, LLCActive
Substantial overlap · 8 shared positions
$NKE$SNOW$IAU$NSC$SE$DDOG
$607M
110 positions
#3Burk Holdings LLCPassive
Notable overlap · 7 shared positions
$IAU$NKE$SNOW$WT$SCHW$DDOG
$233M
676 positions
#4PINNEY & SCOFIELD, INC.Active
Notable overlap · 5 shared positions
$IAU$NKE$NSC$SCHW$SE
$185M
243 positions
#5Broadhurst Jeffrey BActive
Notable overlap · 3 shared positions
$IAU$NKE$NSC
$98M
41 positions
#6Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$NSC
$648M
113 positions
#7Ariston Services GroupActive
Notable overlap · 8 shared positions
$IAU$KKR$SNOW$SCHW$DDOG$COP
$167M
71 positions
#8ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$IAU$NKE$SNOW$UNIT
$167M
35 positions
#9Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$IAU$NKE$DDOG
$315M
56 positions
#10Tillman Hartley LLCActive
Notable overlap · 7 shared positions
$NKE$SNOW$IAU$SCHW$COP$WT
$398M
88 positions
#11Ruedi Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$NKE$SCHW
$388M
58 positions
#12Frankly Finances, LLCActive
Notable overlap · 5 shared positions
$NKE$SNOW$IAU$SCHW$WT
$110M
64 positions
#13Oceanside Advisors LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$SCHW$NSC
$175M
53 positions
#14CURIO WEALTH, LLCActive
Notable overlap · 7 shared positions
$IAU$NKE$COP$NSC$SCHW$SE
$293M
1,255 positions
#15FMB WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$NKE$IAU$NSC$SCHW
$242M
73 positions
#16Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 8 shared positions
$IAU$SNOW$NKE$UNIT$SCHW$DE
$931M
518 positions
#17WESCAP Management Group, Inc.Active
Notable overlap · 7 shared positions
$IAU$SE$COP$SCHW$WT$UNIT
$508M
107 positions
#18STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$IAU$SNOW$COP
$124M
51 positions
#19Disciplined Investments, LLCPassive
Notable overlap · 8 shared positions
$NKE$IAU$COP$SE$SCHW$DDOG
$279M
141 positions
#20Vannoy Advisory Group, Inc.Smart money
Notable overlap · 6 shared positions
$IAU$DDOG$KKR$SCHW$SE$UNIT
$158M
28 positions
#21EQ WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$COP$HUM
$171M
54 positions
#22Wealth Care LLCActive
Notable overlap · 4 shared positions
$IAU$KKR$WT$HUM
$113M
67 positions
#23Fonville Wealth Management LLCPassive
Notable overlap · 8 shared positions
$NKE$SNOW$SE$SCHW$KKR$UNIT
$525M
138 positions
#24Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$IAU$SNOW$KKR$HUM
$126M
74 positions
#25Opus Financial Solutions LLCPassive
Notable overlap · 8 shared positions
$NKE$SNOW$SCHW$WT$COP$IAU
$106M
103 positions

Compare Sterling Financial Planning,’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 Sterling Financial Planning,’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.