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Hedge Funds Similar to Hoxton Planning & ,

13F Portfolio OverlapQ1 2026Hoxton Planning & , portfolio →
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Most similar hedge funds by 13F overlap

Hoxton Planning & Management, LLC is an institutional investor managing $383M across 227 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 Hoxton Planning & , are Altiora Financial Group,, TRB Wealth ,, THEORY FINANCIAL, with shared positions in $SNOW, $BRZE, $SE, $DDOG, $IAU, $WT. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$SNOW$BRZE$SE$DDOG$IAU
$607M
110 positions
#2TRB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$BRZE$WT$DDOG$SE
$704M
285 positions
#3THEORY FINANCIAL LLCPassive
Some overlap · 6 shared positions
$BRZE$SE$WT$DDOG$MDLZ$MAR
$285M
94 positions
#4Ballast Rock Private Wealth LLCPassive
Some overlap · 7 shared positions
$SNOW$WT$BRZE$MDLZ$DDOG$LRCX
$181M
177 positions
#5Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SNOW$BRZE$WT$IAU
$950M
192 positions
#6Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$SE$BRZE$IBM$LRCX
$232M
756 positions
#7Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$SNOW$SE$WT$DDOG$IAU
$337M
117 positions
#85T Wealth, LLCPassive
Some overlap · 6 shared positions
$SE$SNOW$WT$MDLZ$DDOG$IAU
$253M
129 positions
#9Professional Financial Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$WT$SE$SNOW
$491M
137 positions
#10rebel Financial LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$WT
$231M
65 positions
#11Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$SNOW$BRZE$DDOG$MAR$IAU
$117M
74 positions
#12Reality Financial Planning Services, LLCSmart money
Some overlap · 3 shared positions
$SNOW$BRZE$WT
$104M
20 positions
#13Sunesis Advisors, LLCSmart money
Some overlap · 6 shared positions
$SNOW$BRZE$DDOG$IAU$WT$IBM
$221M
59 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$SNOW$BRZE$DDOG$IAU$IBM
$1.1B
121 positions
#15Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$SNOW$BRZE$DDOG$IAU$MAR
$153M
73 positions
#16Wealth Enhancement Trust Services, Inc.Passive
Some overlap · 3 shared positions
$SNOW$BRZE$WT
$826M
779 positions
#17Savant Capital, LLCActive
Some overlap · 5 shared positions
$SNOW$WT$BRZE$DDOG$SE
$20.7B
1,500 positions
#18WealthCollab, LLCPassive
Some overlap · 5 shared positions
$SNOW$BRZE$DDOG$IAU$MDLZ
$243M
977 positions
#19VAUGHAN & Co SECURITIES, INC.Active
Some overlap · 6 shared positions
$SNOW$WT$IBM$VZ$PFE$LYB
$193M
58 positions
#20Morningstar Investment Management LLCPassive
Some overlap · 5 shared positions
$SNOW$SE$MDLZ$LRCX$PFE
$1.6B
315 positions
#21San Luis Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$BRZE$DDOG$VZ
$604M
175 positions
#22Shakespeare Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$WT$SNOW$DDOG$MAR
$422M
98 positions
#23Montecito Bank & TrustPassive
Some overlap · 4 shared positions
$SNOW$SE$WT$IBM
$607M
266 positions
#24Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$BRZE$WT$SE
$1.4B
58 positions
#25Opus Financial Solutions LLCPassive
Some overlap · 5 shared positions
$SNOW$WT$BRZE$DDOG$IAU
$106M
103 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.