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Hedge Funds Similar to RCS Financial Planning,

13F Portfolio OverlapQ1 2026RCS Financial Planning, portfolio →
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Most similar hedge funds by 13F overlap

RCS Financial Planning, LLC is an institutional investor managing $193M across 98 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 RCS Financial Planning, are SQUARE PEG PTY LTD, Altiora Financial Group,, GRAND WEALTH ,, with shared positions in $DDOG, $CRWD, $SNOW, $IAU, $NEE, $BRZE. The full ranking of 25 similar funds is below.

#1SQUARE PEG CAPITAL PTY LTDActive
Notable overlap · 3 shared positions
$DDOG$CRWD$SNOW
$75M
10 positions
#2Altiora Financial Group, LLCActive
Notable overlap · 7 shared positions
$DDOG$IAU$NEE$SNOW$BRZE$SE
$607M
110 positions
#3GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 7 shared positions
$DDOG$IAU$AMN$UNIT$SNOW$NOW
$212M
87 positions
#4Vannoy Advisory Group, Inc.Smart money
Notable overlap · 4 shared positions
$DDOG$IAU$UNIT$SE
$158M
28 positions
#5Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$488M
115 positions
#6REGIMEN WEALTH, LLCActive
Notable overlap · 5 shared positions
$DDOG$AMN$MDLZ$IAU$BRZE
$342M
70 positions
#7Yeomans Consulting Group, Inc.
Notable overlap · 3 shared positions
$DDOG$IAU$NEE
$341M
113 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$IAU$AMN$UNIT$SNOW
$1.5B
686 positions
#9Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$AMN$SNOW$UNIT
$335M
104 positions
#10Physician Wealth Solutions Inc.Active
Notable overlap · 3 shared positions
$DDOG$AMN$SNOW
$242M
45 positions
#11Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$DDOG$VLTO$BRZE$SNOW$SE
$341M
64 positions
#12Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$NOW$GMM
$89M
33 positions
#13Gutierrez Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$DDOG$SNOW$BRZE$MDLZ
$161M
70 positions
#14Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$AMN
$115M
52 positions
#15K2 Financial Inc.Passive
Notable overlap · 4 shared positions
$DDOG$GMM$SNOW$UNIT
$138M
59 positions
#16Alvarez & Marsal Private Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$VLTO
$712M
177 positions
#17BSW Wealth PartnersPassive
Notable overlap · 5 shared positions
$DDOG$IAU$AMN$NOW$UNIT
$819M
312 positions
#18Joel Adams & Associates, Inc.Active
Notable overlap · 4 shared positions
$DDOG$BRZE$SE$NEE
$135M
64 positions
#19Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$UNIT
$678M
294 positions
#20West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$BRZE$UNIT
$589M
193 positions
#21Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$DDOG$IAU$AMN$SNOW$BRZE
$478M
42 positions
#22ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$SE
$3.5B
338 positions
#23Veratis Advisors, Inc.
Notable overlap · 3 shared positions
$DDOG$BRZE$CSX
$126M
75 positions
#24Level Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$GMM$BRZE$NEE
$213M
67 positions
#25DRAVO BAY LLCActive
Notable overlap · 4 shared positions
$DDOG$GMM$SNOW$UNIT
$246M
54 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.