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 Investments & Financial Planning,

13F Portfolio OverlapQ1 2026Investments & Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

Investments & Financial Planning, LLC is an institutional investor managing $184M across 36 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 Investments & Financial Planning, are Compass Advisory Group, Mustard Seed Financial,, Longview Financial Advisors, with shared positions in $COP, $DOV, $SNOW, $SCHW, $UNIT, $BA. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $DOV $SNOW $SCHW

$374M

86 positions

#2Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$COP $SNOW $DOV $UNIT $SCHW

$167M

92 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $SCHW

$184M

157 positions

#4Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $SNOW $COP $UNIT

$153M

73 positions

#5BARINGS LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $DOV $UNIT

$6.2B

179 positions

#6HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 4 shared positions

$DOV $SNOW $UNIT $COP

$187M

72 positions

#7VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$COP $UNIT $SNOW $DOV $SCHW

$335M

505 positions

#8Lighthouse Financial LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$166M

76 positions

#9Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $SNOW $BA

$566M

28 positions

#10HTG Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$352M

85 positions

#11Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$COP $DOV $SNOW

$197M

59 positions

#12Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$478M

42 positions

#13AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$COP $DOV $SCHW

$710M

221 positions

#14BlueSky Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $UNIT $SNPS $SCHW

$777M

115 positions

#15PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$SNOW $DOV $COP $UNIT

$198M

106 positions

#16Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$1.2B

1,060 positions

#17E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$100M

12 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$230M

21 positions

#19MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$295M

271 positions

#20Rockbridge Investment Management, LCCSmart money

Notable overlap · 3 shared positions

$COP $UNIT $SCHW

$1.1B

137 positions

#21Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $SNOW $SCHW $UNIT

$284M

91 positions

#22Zhang Financial LLCActive

Notable overlap · 4 shared positions

$DOV $SNOW $COP $UNIT

$2.9B

367 positions

#23NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $SNOW $COP

$247M

71 positions

#24GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$COP $UNIT $SNOW

$212M

87 positions

#25Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $BA

$333M

198 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.