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 Treasure Coast Financial Planning

13F Portfolio OverlapQ1 2026Treasure Coast Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Treasure Coast Financial Planning is an institutional investor managing $194M across 48 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 Treasure Coast Financial Planning are White & Financial Planning, Sachetta,, Prairiewood ,, with shared positions in $API, $XYZ, $WT, $BAC, $BRZE, $DUK. The full ranking of 25 similar funds is below.

#1White & Co Financial Planning IncSmart money

Notable overlap · 3 shared positions

$API $XYZ $WT

$142M

20 positions

#2Sachetta, LLCPassive

Some overlap · 3 shared positions

$API $WT $BAC

$184M

1,074 positions

#3Prairiewood Capital, LLCActive

Some overlap · 3 shared positions

$API $BRZE $BAC

$346M

77 positions

#4Bristlecone Value Partners, LLCPassive

Some overlap · 3 shared positions

$API $WT $BAC

$114M

68 positions

#5Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$API $WT $BAC

$90M

65 positions

#6Rice Partnership, LLCActive

Some overlap · 4 shared positions

$XYZ $WT $DUK $USB

$732M

178 positions

#7Peak Financial Management, Inc.Active

Some overlap · 4 shared positions

$XYZ $BRZE $USB $WT

$394M

100 positions

#8Avantax Planning Partners, Inc.Active

Some overlap · 3 shared positions

$XYZ $WT $BRZE

$3.6B

435 positions

#9Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$XYZ $WT $BRZE

$114M

84 positions

#10INCOME RESEARCH & MANAGEMENTActive

Some overlap · 3 shared positions

$XYZ $BAC $NEE

$169M

26 positions

#11Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$XYZ $WT $BAC

$922M

228 positions

#12Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$XYZ $WT $USB

$215M

74 positions

#13POWER WEALTH MANAGEMENT LLCActive

Some overlap · 3 shared positions

$XYZ $NEE $USB

$269M

96 positions

#14Spectrum Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$XYZ $WT $NEE $PEG

$269M

58 positions

#15Sonoma Allocations LLCPassive

Some overlap · 3 shared positions

$XYZ $WT $BRZE

$290M

145 positions

#16RiverFront Investment Group, LLCActive

Slight overlap · 3 shared positions

$XYZ $BAC $USB

$6.5B

384 positions

#17FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$API $BRZE $NEE

$754M

345 positions

#18Yoder Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$XYZ $WT $USB

$219M

124 positions

#19Prostatis Group LLCActive

Slight overlap · 3 shared positions

$XYZ $NEE $USB

$391M

167 positions

#20ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$API $DUK $NEE $USB

$237M

89 positions

#21ADAMSBROWN WEALTH CONSULTANTS LLCActive

Slight overlap · 3 shared positions

$XYZ $WT $BAC

$378M

138 positions

#22CAMDEN ASSET MANAGEMENT L P /CAActive

Slight overlap · 3 shared positions

$XYZ $BAC $NEE

$2.9B

69 positions

#23Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive

Slight overlap · 3 shared positions

$XYZ $WT $BAC

$742M

153 positions

#24CGN Advisors LLCPassive

Slight overlap · 5 shared positions

$XYZ $WT $DUK $BRZE $USB

$1.3B

317 positions

#25KMG FIDUCIARY PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$XYZ $WT $DUK $USB

$1.4B

261 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.