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Hedge Funds Similar to Fee-Only Financial Planning, L.C.

13F Portfolio OverlapQ2 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 $187M across 45 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 Fee-Only Financial Planning, L.C. are Ridgepath, GQG Partners, Kennon-Green & Company, with shared positions in $PM, $MO, $MDLZ, $AEP, $T, $ADBE. The full ranking of 25 similar funds is below.

#1Ridgepath Capital Management LLC
Substantial overlap · 3 shared positions
$PM$MO$MDLZ
$227M
54 positions
#2GQG Partners LLCActive
Substantial overlap · 4 shared positions
$PM$MO$AEP$T
$53.8B
102 positions
#3Kennon-Green & Company, LLCActive
Notable overlap · 5 shared positions
$PM$MO$MDLZ$ADBE$AZO
$128M
41 positions
#4Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$PM$MO$D$NSC$SO
$1.2B
127 positions
#5SIMA Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$PM$MO$NSC$D
$141M
130 positions
#6Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$D
$140M
26 positions
#7Investmark Advisory Group LLCPassive
Notable overlap · 4 shared positions
$PM$MO$T$MDLZ
$263M
148 positions
#8Cedar Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$389M
92 positions
#9Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$MO$TFC$T
$226M
45 positions
#10Griffith & Werner, Inc.Passive
Notable overlap · 4 shared positions
$TFC$SO$T$PM
$213M
71 positions
#11Holland Advisory Services, Inc.Active
Notable overlap · 3 shared positions
$PM$MO$MDLZ
$91M
49 positions
#12Mason & Associates, LLCSmart money
Notable overlap · 3 shared positions
$SO$TFC$D
$481M
45 positions
#13RBO & CO LLCActive
Notable overlap · 4 shared positions
$PM$MDLZ$ADBE$MO
$628M
56 positions
#14Windle Wealth, LLCActive
Notable overlap · 3 shared positions
$MO$SO$T
$249M
35 positions
#15Carlson Capital, L.P.Passive
Notable overlap · 6 shared positions
$TFC$PM$NSC$AZO$MDLZ$WBD
$494M
74 positions
#16Paradigm Capital Management, LLC/NVActive
Notable overlap · 5 shared positions
$MO$TFC$T$PM$D
$116M
65 positions
#17High Point Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SO$PM$AEP$MO
$122M
250 positions
#18Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$PM$MDLZ$SO
$1.1B
106 positions
#19Cobblestone Asset Management LLCActive
Notable overlap · 4 shared positions
$PM$MO$D$TFC
$240M
74 positions
#20GW HENSSLER & ASSOCIATES LTDPassive
Notable overlap · 6 shared positions
$AEP$SO$TFC$D$MO$PM
$2.2B
268 positions
#21Plan Group Financial, LLCPassive
Notable overlap · 6 shared positions
$PM$MO$SO$AEP$D$T
$486M
249 positions
#22Coston, McIsaac & PartnersPassive
Notable overlap · 3 shared positions
$PM$SO$MO
$497M
948 positions
#23John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$MO$D$T
$115M
39 positions
#24HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$PM$MO$NSC
$252M
43 positions
#25PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$MO$PM$TFC
$117M
53 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.