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 XY Planning Network,

13F Portfolio OverlapQ1 2026XY Planning Network, portfolio →

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Most similar hedge funds by 13F overlap

XY Planning Network, Inc. is an institutional investor managing $797M across 340 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 XY Planning Network, are Equita Financial Network,, Avant Financial Advisors, ATLas Financial Planning, with shared positions in $USB, $TXN, $COP, $AMN, $NU, $MUFG. The full ranking of 25 similar funds is below.

#1Equita Financial Network, Inc.Active

Notable overlap · 8 shared positions

$USB $TXN $COP $AMN $NU $MUFG

$318M

87 positions

#2Avant Financial Advisors LLCActive

Notable overlap · 6 shared positions

$USB $TXN $COP $AMN $EPAM $SNOW

$142M

65 positions

#3ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$USB $BRZE $WT $DOV $AMN

$112M

69 positions

#4Shotwell Rutter Baer IncActive

Notable overlap · 6 shared positions

$USB $TXN $COP $AMN $NU $MUFG

$170M

38 positions

#5Morton Brown Family Wealth, LLCActive

Notable overlap · 7 shared positions

$USB $TXN $COP $AMN $BRZE $MUFG

$378M

292 positions

#6Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$USB $WT $UPST $COP

$451M

146 positions

#7NEPC LLCSmart money

Notable overlap · 7 shared positions

$USB $UPST $COP $DOV $EPAM $GLDM

$5.0B

51 positions

#8Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $WT $UPST $BRZE $COP

$236M

81 positions

#9Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$USB $WT $COP $OKTA $SNOW

$284M

125 positions

#10Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 5 shared positions

$BRZE $USB $UPST $DOV $WT

$156M

73 positions

#11Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $BRZE $COP $SNOW

$149M

70 positions

#12Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$USB $WT $COP $GLDM $NSC

$153M

344 positions

#13WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$USB $WT $COP $OKTA

$508M

107 positions

#14BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$USB $WT $COP $NU $UPST

$129M

217 positions

#15KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$USB $TXN $COP

$227M

92 positions

#16Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$USB $BRZE $COP $NSC

$382M

55 positions

#17Transcendent Capital Group LLCPassive

Notable overlap · 6 shared positions

$WT $USB $UPST $COP $AMN $TXN

$219M

112 positions

#18White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$USB $BRZE $COP $UPST $SNOW

$721M

145 positions

#19Napier Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $WT $COP $OKTA $GLDM $NU

$436M

609 positions

#20Coyle Financial Counsel LLCActive

Notable overlap · 5 shared positions

$USB $BRZE $COP $DOV $EPAM

$473M

113 positions

#21Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$USB $UPST $COP $SNOW $NU $MUFG

$109M

1,311 positions

#22JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$USB $WT $COP

$102M

27 positions

#23Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$USB $UPST $COP $OKTA $SNOW

$228M

60 positions

#24Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $WT $DOV

$454M

99 positions

#25Lionsbridge Wealth Management LLCPassive

Notable overlap · 6 shared positions

$WT $USB $COP $BRZE $SNOW $LEN

$99M

59 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.