13F Pro

Hedge Funds Similar to Forbes Financial Planning,

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

Most similar hedge funds by 13F overlap

Forbes Financial Planning, Inc. is an institutional investor managing $173M across 38 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 Forbes Financial Planning, are Wolff Financial, Powers Advisory Group,, Hegarty Advisors,, with shared positions in $COP, $MS, $UNIT, $GMM, $OKTA, $PM. The full ranking of 25 similar funds is below.

#1Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$COP$MS$UNIT$GMM
$453M
103 positions
#2Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$MS$COP$OKTA$PM$SO
$284M
125 positions
#3Hegarty Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$COP$GLDM$MS
$127M
57 positions
#4truNorth Financial Services, Inc.Active
Notable overlap · 4 shared positions
$MS$COP$UNIT$PLTR
$97M
49 positions
#5TriaGen Wealth Management LLCPassive
Notable overlap · 4 shared positions
$OKTA$MS$UNIT$COP
$366M
171 positions
#6Kohmann Bosshard Financial Services, LLCActive
Notable overlap · 5 shared positions
$COP$UNIT$MS$GMM$GLDM
$1.2B
1,060 positions
#7Rockbridge Investment Management, LCCSmart money
Notable overlap · 4 shared positions
$COP$UNIT$GMM$PLTR
$1.1B
137 positions
#8MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$UNIT$AMGN
$295M
271 positions
#9Sunburst Financial Group, LLCActive
Notable overlap · 5 shared positions
$COP$GMM$MS$SO$AMGN
$543M
132 positions
#10Rodgers & Associates, LTDActive
Notable overlap · 6 shared positions
$UNIT$COP$GMM$MS$SO$GLDM
$982M
101 positions
#11Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$COP$MS$PLTR
$184M
157 positions
#12RW Investment Management LLCActive
Notable overlap · 3 shared positions
$COP$MS$AMGN
$1.0B
113 positions
#13Strategies Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$UNIT$PLTR
$995M
193 positions
#14Monetary Solutions, LtdActive
Notable overlap · 5 shared positions
$OKTA$UNIT$COP$MS$SO
$103M
318 positions
#15LifeGoal Investments, LLCPassive
Notable overlap · 3 shared positions
$MS$GLDM$COP
$175M
112 positions
#16TRB Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$MS$COP$OKTA$PM$GMM
$704M
285 positions
#17Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$GMM
$518M
140 positions
#18SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$MS$GLDM$UNIT
$103M
37 positions
#19Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$MS$COP$PM
$4.1B
30 positions
#20Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$MS$PM
$442M
606 positions
#21Valley Financial Group, Inc.Active
Notable overlap · 4 shared positions
$MS$COP$GMM$PLTR
$185M
63 positions
#22ProVise Management Group, LLCPassive
Notable overlap · 4 shared positions
$MS$COP$PM$GMM
$1.4B
261 positions
#23BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$AMGN
$299M
79 positions
#24Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$COP$GMM$UNIT
$284M
91 positions
#25Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$OKTA$GLDM$AMGN
$197M
50 positions

Compare Forbes Financial Planning,’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 Forbes Financial Planning,’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.