Hedge Funds Similar to Investments & Financial Planning

13F Portfolio OverlapQ2 2026Investments & Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Investments & Financial Planning, LLC is an institutional investor managing $211M across 40 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 Investments & Financial Planning are Breakwater Investment, NORTH POINT PORTFOLIO MANAGERS, Greenspring Advisors, with shared positions in $DOV, $SNPS, $BA, $ASML, $CASY. The full ranking of 25 similar funds is below.

#1Breakwater Investment ManagementActive

Notable overlap · 3 shared positions

$302M

774 positions

#2NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 4 shared positions

$DOV $SNPS $ASML $BA

$595M

264 positions

#3Greenspring Advisors, LLCSmart money

Some overlap · 3 shared positions

$DOV $SNPS $ASML

$1.8B

355 positions

#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$769M

225 positions

#5Financial Gravity Asset Management, Inc.

Some overlap · 3 shared positions

$SNPS $ASML $BA

$562M

973 positions

#6Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 3 shared positions

$SNPS $ASML $BA

$616M

1,040 positions

#7GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 3 shared positions

$SNPS $ASML $BA

$372M

82 positions

#8DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$121M

100 positions

#9Front Row Advisors LLCPassive

Some overlap · 3 shared positions

$DOV $ASML $SNPS

$345M

576 positions

#10Arbor Investment Advisors, LLCActive

Some overlap · 3 shared positions

$877M

131 positions

#11Prudent Man Investment Management, Inc.Smart money

Some overlap · 3 shared positions

$DOV $CASY $ASML

$293M

169 positions

#12ACCOUNT MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$SNPS $ASML $BA

$99M

22 positions

#13Yarbrough Capital, LLCSmart money

Some overlap · 3 shared positions

$3.6B

81 positions

#14North Ridge Wealth Advisors, Inc.

Some overlap · 3 shared positions

$SNPS $BA $ASML

$178M

193 positions

#15Security National BankPassive

Slight overlap · 3 shared positions

$ASML $SNPS $CASY

$865M

473 positions

#16Financial Network Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$99M

858 positions

#17Chatterton & Associates Inc.Active

Slight overlap · 3 shared positions

$170M

101 positions

#18Wallace Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$106M

134 positions

#19BSW Wealth PartnersActive

Slight overlap · 3 shared positions

$DOV $ASML $SNPS

$899M

331 positions

#20Portside Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$901M

523 positions

#21Robinswood Financial LLCPassive

Slight overlap · 3 shared positions

$324M

72 positions

#22TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$BA $ASML $SNPS

$234M

789 positions

#23West Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$665M

275 positions

#24BANK HAPOALIM BMSmart money

Slight overlap · 3 shared positions

$ASML $DOV $SNPS

$1.5B

117 positions

#25SIMS INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$320M

39 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.