13F Pro

Hedge Funds Similar to OLIO Financial Planning

13F Portfolio OverlapQ2 2026OLIO Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OLIO Financial Planning is an institutional investor managing $403M across 68 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OLIO Financial Planning are Fee-Only Financial Planning, L.C., Greenland, Magellan Asset Ltd, with shared positions in $D, $NSC, $AEP, $MUFG, $CSL, $BAH. The full ranking of 9 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$D$NSC$AEP
$187M
45 positions
#2Greenland Capital Management LPPassive
Some overlap · 3 shared positions
$D$NSC$AEP
$812M
296 positions
#3Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$D$NSC$AEP
$4.5B
78 positions
#4Wescott Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$NSC$MUFG$CSL
$1.3B
200 positions
#5WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$NSC$BAH$AEP
$2.0B
200 positions
#6Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$AEP$D$ISRG
$124M
142 positions
#7Blue Edge Capital, LLC
Slight overlap · 3 shared positions
$MUFG$D$NSC
$833M
137 positions
#8Bay Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$D$ISRG$NSC
$187M
108 positions
#9COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive
Slight overlap · 3 shared positions
$AEP$NSC$D
$20.6B
1,759 positions

Compare OLIO 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 OLIO 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.