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Hedge Funds Similar to Forbes Financial Planning

13F Portfolio OverlapQ2 2026Forbes Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Forbes Financial Planning, Inc. is an institutional investor managing $186M across 38 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 Forbes Financial Planning are My Portfolio Guide, Compass Wealth, RETIREMENT INCOME SOLUTIONS, with shared positions in $GLDM, $PM, $SO, $AMGN, $APH, $ET. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC
Substantial overlap · 3 shared positions
$GLDM$PM$SO
$181M
166 positions
#2Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$PM$SO
$251M
74 positions
#3RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$AMGN$SO
$581M
172 positions
#4Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$PM$GLDM$SO
$1.1B
106 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$PM$APH$AMGN
$513M
70 positions
#6Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$APH$PM
$182M
153 positions
#7American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$PM$AMGN
$110M
56 positions
#8First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$APH$PM$AMGN
$1.4B
73 positions
#9R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$PM$AMGN$SO
$133M
47 positions
#10First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$PM$AMGN$SO
$529M
75 positions
#11Copia Wealth Management
Some overlap · 4 shared positions
$GLDM$SO$PM$AMGN
$166M
570 positions
#12Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLDM$APH$PM
$258M
228 positions
#13Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GLDM$APH$PM
$259M
233 positions
#14Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$SO$PM
$513M
191 positions
#15Capital World InvestorsActive
Some overlap · 3 shared positions
$PM$AMGN$SO
$846.4B
637 positions
#16Nova R Wealth, Inc.Active
Some overlap · 3 shared positions
$APH$AMGN$SO
$343M
86 positions
#17INVESCO, LLCActive
Some overlap · 3 shared positions
$APH$AMGN$SO
$323M
133 positions
#18Nicholson Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$APH$AMGN$SO
$170M
111 positions
#19Capital International, Inc./CA/Active
Some overlap · 3 shared positions
$PM$APH$AMGN
$14.3B
302 positions
#20C2C Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$AMGN$ET
$128M
95 positions
#21Regatta Research & Money ManagementPassive
Some overlap · 4 shared positions
$ET$SO$AMGN$PM
$106M
495 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$AMGN$SO$PM
$329M
323 positions
#23Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$PM$AMGN$APH
$116M
65 positions
#24GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SO$AMGN$PM
$2.2B
268 positions
#25First Bank & TrustPassive
Some overlap · 3 shared positions
$PM$AMGN$SO
$680M
270 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.