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 Fee-Only Financial Planning, L.C.

13F Portfolio OverlapQ1 2026Fee-Only Financial Planning, L.C. portfolio →

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Most similar hedge funds by 13F overlap

Fee-Only Financial Planning, L.C. is an institutional investor managing $166M across 43 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 Fee-Only Financial Planning, L.C. are Gladwyn Financial Advisors,, Efficient Advisors,, LAM GROUP,, with shared positions in $UNIT, $MKL, $NTRB, $GE, $GEV, $SE. The full ranking of 25 similar funds is below.

#1Gladwyn Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$UNIT $MKL $NTRB $GE $GEV $SE

$160M

82 positions

#2Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $MKL $SCHW $BRZE $SE

$1.4B

58 positions

#3LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$182M

136 positions

#4Performa Ltd (US), LLCSmart money

Notable overlap · 3 shared positions

$UNIT $MKL $ADBE

$442M

47 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$UNIT $MKL $GE $GEV $PM

$227M

74 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$MKL $UNIT $PM $MO $D $BRZE

$1.1B

121 positions

#7TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$251M

66 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $BRZE

$950M

192 positions

#9Pasadena Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$MKL $UNIT $BAC

$723M

277 positions

#10BHK Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $NTRB $TFC

$299M

79 positions

#11ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$UNIT $MKL $SCHW $SE $ADBE

$3.5B

338 positions

#12Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $MKL $NTRB $BRZE $D

$171M

106 positions

#13Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $UNIT $SCHW $BRZE

$255M

49 positions

#14Weinberger Asset Management, IncActive

Notable overlap · 6 shared positions

$UNIT $BAC $PM $MO $GE $GEV

$267M

92 positions

#15Valpey Financial Services, LLCPassive

Notable overlap · 3 shared positions

$MKL $UNIT $BRZE

$154M

75 positions

#16Financial Advisory CorpSmart money

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $SE

$720M

51 positions

#17Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $TFC $SCHW $GEV

$543M

103 positions

#18Zeit Capital LLCActive

Notable overlap · 5 shared positions

$UNIT $NTRB $SCHW $MKL $T

$149M

52 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$MKL $UNIT $SCHW $BRZE

$365M

111 positions

#20Family CFO IncActive

Notable overlap · 4 shared positions

$UNIT $MKL $SCHW $BRZE

$223M

41 positions

#21Northwest Quadrant Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$UNIT $SCHW $PM $BAC

$481M

67 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$UNIT $NTRB $MKL $SE $BRZE

$111M

63 positions

#23FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$MKL $UNIT $BAC $SE $BRZE $AEP

$133M

121 positions

#24Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $BRZE

$313M

119 positions

#25Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $SE $SCHW

$2.2B

79 positions

Compare Fee-Only Financial Planning, L.C.’s portfolio side by side

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View Fee-Only Financial Planning, L.C.’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.