13F Pro

Hedge Funds Similar to My Personal CFO,

13F Portfolio OverlapQ1 2026My Personal CFO, portfolio →
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Most similar hedge funds by 13F overlap

My Personal CFO, LLC is an institutional investor managing $228M across 88 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 My Personal CFO, are Shira Ridge Wealth, Piedmont ,, Investment Planning Advisors,, with shared positions in $OKTA, $SE, $SCHW, $MAR, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1Shira Ridge Wealth ManagementActive
Notable overlap · 5 shared positions
$OKTA$SE$SCHW$MAR$HUM
$253M
79 positions
#2Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$OKTA$KKR$SCHW$UNH$HUM
$197M
50 positions
#3Investment Planning Advisors, Inc.Active
Notable overlap · 4 shared positions
$OKTA$SCHW$HUM$KKR
$363M
107 positions
#4Monetary Solutions, LtdActive
Notable overlap · 4 shared positions
$OKTA$KKR$MAR$UNIT
$103M
318 positions
#5Ifrah Financial Services, Inc.Passive
Notable overlap · 5 shared positions
$OKTA$SE$SCHW$UNIT$TER
$378M
200 positions
#6WESCAP Management Group, Inc.Active
Some overlap · 5 shared positions
$SE$OKTA$SCHW$HUM$UNIT
$508M
107 positions
#7HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$OKTA$AMD$MAR$AMAT
$909M
112 positions
#8Juno Financial Group LLCActive
Some overlap · 5 shared positions
$SE$KKR$SCHW$HUM$BRZE
$255M
70 positions
#9LJI Wealth Management, LLCActive
Some overlap · 5 shared positions
$OKTA$UPST$KKR$UNH$BAC
$626M
194 positions
#10Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$OKTA$KKR$UPST$HUM
$228M
60 positions
#11Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$SE$SCHW$KKR$HUM$UNIT$MAR
$525M
138 positions
#12Dodds Wealth, LLCSmart money
Some overlap · 5 shared positions
$SE$SCHW$KKR$MAR$BRZE
$407M
51 positions
#13BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$SE$SCHW$HUM$UPST$KKR
$129M
217 positions
#14HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$OKTA$UNIT$BRZE
$187M
72 positions
#15Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$SE$SCHW$UPST$AMD
$333M
198 positions
#16Coronation Fund Managers Ltd.Active
Some overlap · 3 shared positions
$SE$SCHW$UNH
$2.2B
53 positions
#17RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$OKTA$AMD$HUM
$866M
606 positions
#18PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKTA$KKR$BAC
$402M
112 positions
#19Financial Advisory CorpSmart money
Some overlap · 4 shared positions
$SE$SCHW$UNIT$HBAN
$720M
51 positions
#20Omega Financial Group, LLCPassive
Some overlap · 4 shared positions
$SE$SCHW$HUM$UNIT
$308M
101 positions
#21Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$SE$SCHW$UPST
$477M
91 positions
#22FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$OKTA$SCHW$MAR$HUM
$354M
66 positions
#23Hidden Lake Asset Management LPActive
Some overlap · 4 shared positions
$SE$AMAT$AMD$TER
$331M
28 positions
#24FC Advisory LLCActive
Some overlap · 4 shared positions
$OKTA$SCHW$HUM$BRZE
$342M
115 positions
#25Creekside PartnersPassive
Some overlap · 6 shared positions
$SE$SCHW$KKR$HUM$UNIT$BRZE
$243M
183 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.