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Hedge Funds Similar to OLIO Financial Planning

13F Portfolio OverlapQ1 2026OLIO Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

OLIO Financial Planning is an institutional investor managing $403M across 68 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 OLIO Financial Planning are Wrenne Financial Planning, Verus Financial Partners,, SVRN Asset ,, with shared positions in $MKL, $DDOG, $GMM, $UNIT, $BRZE, $D. The full ranking of 25 similar funds is below.

#1Wrenne Financial Planning LLCSmart money
Notable overlap · 5 shared positions
$MKL$DDOG$GMM$UNIT$BRZE
$255M
49 positions
#2Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$MKL$UNIT$DDOG$BRZE$D$NSC
$1.1B
121 positions
#3SVRN Asset Management, LLCActive
Notable overlap · 5 shared positions
$MKL$UNIT$DDOG$BRZE$BAH
$103M
37 positions
#4Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$MKL$DDOG$UNIT$NSC
$480M
160 positions
#5Values Added Financial LLCPassive
Notable overlap · 4 shared positions
$MKL$DDOG$GMM$NOW
$238M
134 positions
#6Topsail Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MKL$DDOG$BRZE$UNIT
$678M
294 positions
#7Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$MKL$DDOG$BRZE$NSC
$382M
55 positions
#8Newton One Investments LLCActive
Some overlap · 3 shared positions
$MKL$DDOG$UNIT
$368M
121 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$DDOG$BRZE$AMAT
$578M
118 positions
#10Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$DDOG$UNIT$BRZE
$473M
582 positions
#11MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$MKL$DDOG$UNIT$NSC
$240M
234 positions
#12VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$MKL$DDOG$UNIT
$335M
505 positions
#13Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$UNIT$BRZE
$1.4B
58 positions
#14FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$MKL$UNIT$BRZE
$133M
121 positions
#15Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$MKL$UNIT$BRZE
$154M
75 positions
#16Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$MKL$UNIT$BRZE
$365M
111 positions
#17BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MKL$DDOG$BRZE
$259M
33 positions
#18Glassman Wealth ServicesSmart money
Some overlap · 5 shared positions
$MKL$DDOG$BRZE$UNIT$GMM
$736M
187 positions
#19Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$MKL$UNIT$D$BRZE
$166M
43 positions
#20SAGE FINANCIAL GROUP INCSmart money
Some overlap · 5 shared positions
$MKL$UNIT$MUFG$NOW$BRZE
$1.5B
107 positions
#21Brooklyn FI, LLCActive
Some overlap · 6 shared positions
$DDOG$GMM$UNIT$BRZE$NOW$MUFG
$476M
78 positions
#22Valley Financial Group, Inc.Active
Some overlap · 4 shared positions
$MKL$BRZE$GMM$DDOG
$185M
63 positions
#23CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKL$DDOG$BRZE$NSC
$648M
134 positions
#24Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$UNIT$D
$191M
88 positions
#25LAM GROUP, INC.Passive
Some overlap · 3 shared positions
$MKL$UNIT$NSC
$182M
136 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.