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 OverlapQ3 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 $182M across 43 U.S. equity positions as of Q3 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 LLCActive

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

$131M

42 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

$143M

138 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

$227M

47 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

$96M

50 positions

#12Mason & Associates, LLCSmart money

Notable overlap · 3 shared positions

$SO $TFC $D

$486M

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

109 positions

#19Cobblestone Asset Management LLCActive

Notable overlap · 4 shared positions

$PM $MO $D $TFC

$248M

77 positions

#20GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 6 shared positions

$AEP $SO $TFC $D $MO $PM

$2.3B

224 positions

#21Plan Group Financial, LLCPassive

Notable overlap · 6 shared positions

$PM $MO $SO $AEP $D $T

$510M

228 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

$126M

227 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

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.