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Hedge Funds Similar to Envision Financial Planning,

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

Envision Financial Planning, LLC is an institutional investor managing $276M across 51 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 Envision Financial Planning, are STOLZ & ASSOCIATES, PS, DiNuzzo Private Wealth,, CLARIS ADVISORS, / MO /, with shared positions in $NEE, $SE, $IAU, $FDX, $UNIT, $HLT. The full ranking of 25 similar funds is below.

#1STOLZ & ASSOCIATES, PSSmart money
Substantial overlap · 3 shared positions
$NEE$SE$IAU
$143M
30 positions
#2DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NEE$IAU$FDX
$928M
1,345 positions
#3CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NEE$UNIT$SE
$334M
70 positions
#4Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NEE$UNIT$SE
$20.7B
1,500 positions
#5MB Generational Wealth, LLCActive
Notable overlap · 3 shared positions
$NEE$SE$UNIT
$181M
66 positions
#6Topel & Distasi Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SE$UNIT$NEE
$193M
58 positions
#7BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$NEE$UNIT$SE
$174M
32 positions
#8Financial Advisory CorpSmart money
Notable overlap · 3 shared positions
$SE$UNIT$HLT
$720M
51 positions
#9Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$NEE$SE$IAU$UNIT
$1.1B
81 positions
#10Legacy CG, LLCPassive
Notable overlap · 3 shared positions
$HLT$NEE$NUE
$360M
45 positions
#11Sound Stewardship, LLCActive
Notable overlap · 3 shared positions
$SE$NEE$IAU
$218M
63 positions
#12SB Capital Management Inc
Notable overlap · 3 shared positions
$NEE$SE$IAU
$273M
93 positions
#13FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$NEE$UNIT$SE
$293M
105 positions
#14Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$NEE$UNIT$IAU
$201M
144 positions
#15Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$NEE
$278M
73 positions
#16Triad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SE$NEE$IAU
$1.3B
478 positions
#17Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$UNIT$IAU
$245M
95 positions
#18Foster Group, Inc.Active
Some overlap · 3 shared positions
$NEE$SE$UNIT
$3.4B
284 positions
#19Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SE$UNIT$IAU
$378M
200 positions
#20Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$NEE$SE$IAU$UNIT
$279M
141 positions
#21Bestgate Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$NEE
$55M
45 positions
#22ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$NEE$UNIT$IAU
$167M
35 positions
#23PINNEY & SCOFIELD, INC.Active
Some overlap · 3 shared positions
$NEE$IAU$SE
$185M
243 positions
#24Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$NEE$SE$IAU$UNIT
$607M
110 positions
#25Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$HLT$NEE$FDX
$719M
172 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.