13F Pro

Hedge Funds Similar to Life Planning Partners,

13F Portfolio OverlapQ1 2026Life Planning Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Life Planning Partners, Inc is an institutional investor managing $131M 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 Life Planning Partners, are MATHER GROUP,, Newton One Investments, PHILLIPS FINANCIAL ,, with shared positions in $USB, $SNOW, $MKL, $DDOG, $UNIT, $COP. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active
Some overlap · 6 shared positions
$USB$SNOW$MKL$DDOG$UNIT$COP
$10.0B
1,896 positions
#2Newton One Investments LLCActive
Some overlap · 6 shared positions
$USB$DDOG$MKL$DHR$UNIT$SNOW
$368M
121 positions
#3PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 9 shared positions
$USB$MKL$SNOW$DHR$UNIT$COP
$1.4B
283 positions
#4Glass Jacobson Investment Advisors llcPassive
Some overlap · 8 shared positions
$USB$DHR$DDOG$SNOW$UNIT$COP
$290M
607 positions
#5Capital Advisors Wealth Management, LLCPassive
Some overlap · 6 shared positions
$USB$SNOW$DDOG$UNIT$PLTR$SCHW
$745M
219 positions
#6Verus Financial Partners, Inc.Smart money
Some overlap · 6 shared positions
$SNOW$DDOG$MKL$DHR$UNIT$NKE
$1.1B
121 positions
#7Graetz Wealth LLCPassive
Some overlap · 7 shared positions
$USB$SNOW$UNIT$DDOG$GMM$SCHW
$112M
80 positions
#8White Lighthouse Investment Management Inc.Active
Some overlap · 8 shared positions
$USB$DHR$UNIT$SNOW$COP$SCHW
$721M
145 positions
#9O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$USB$SNOW$DDOG$UNIT$SCHW
$253M
171 positions
#10Financial Futures Ltd Liability Co.Active
Some overlap · 6 shared positions
$USB$SNOW$DDOG$SCHW$UNIT$NKE
$228M
72 positions
#11Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$DDOG$COP$UNIT
$109M
1,311 positions
#12Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$USB$SNOW$DDOG$COP$SCHW
$420M
120 positions
#13Legacy Edge Advisors, LLCActive
Some overlap · 6 shared positions
$USB$SNOW$DDOG$COP$UNIT$GMM
$951M
223 positions
#14Partners in Financial PlanningActive
Some overlap · 8 shared positions
$USB$DDOG$UNIT$GMM$MKL$SNOW
$603M
122 positions
#15BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 5 shared positions
$USB$SNOW$DDOG$UNIT$COP
$1.2B
229 positions
#16WealthCollab, LLCPassive
Some overlap · 8 shared positions
$SNOW$DDOG$DHR$MKL$SCHW$COP
$243M
977 positions
#17Benchmark Financial, LLCActive
Some overlap · 5 shared positions
$USB$SNOW$DHR$DDOG$COP
$111M
52 positions
#18Foundation Wealth Management, LLC\PAActive
Some overlap · 8 shared positions
$USB$MKL$SNOW$COP$SCHW$GMM
$284M
91 positions
#19American Investment Services, Inc.Active
Some overlap · 7 shared positions
$SNOW$DDOG$USB$UNIT$GMM$SCHW
$448M
132 positions
#20Luminvest Wealth Management LLCSmart money
Some overlap · 6 shared positions
$USB$DDOG$MKL$DHR$COP$SCHW
$382M
55 positions
#21FC Advisory LLCActive
Some overlap · 8 shared positions
$SNOW$MKL$DHR$DDOG$USB$SCHW
$342M
115 positions
#22Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$USB$SNOW$UNIT$DDOG$SCHW
$313M
119 positions
#23Smith Partners Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$MKL$DDOG$SCHW
$112M
76 positions
#24Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$UNIT$COP$PH
$149M
70 positions
#25Topsail Wealth Management, LLCActive
Some overlap · 5 shared positions
$USB$DDOG$MKL$COP$UNIT
$678M
294 positions

Compare Life Planning Partners,’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 Life Planning Partners,’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.