Hedge Funds Similar to Leading Edge Financial Planning

13F Portfolio OverlapQ2 2026Leading Edge Financial Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Leading Edge Financial Planning LLC is an institutional investor managing $562M across 78 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 Leading Edge Financial Planning are Austin Wealth, Chatterton & Associates, MYECFO, with shared positions in $GLDM, $DOV, $EPD, $ROK, $SIVR, $VGM. The full ranking of 17 similar funds is below.

#1Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $EPD

$473M

126 positions

#2Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$GLDM $ROK $DOV

$170M

101 positions

#3MYECFO, LLCSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $SIVR

$265M

73 positions

#4Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $GLDM $SIVR

$145M

66 positions

#5Seven Post Investment Office LPSmart money

Notable overlap · 3 shared positions

$DOV $EPD $GLDM

$352M

42 positions

#6Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $EPD

$983M

149 positions

#7Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$149M

636 positions

#8FIDUCIENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$698M

153 positions

#9FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$DOV $GLDM $EPD

$149M

155 positions

#10PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $EPD

$312M

131 positions

#11Stratos Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $GLDM $ROK

$1.8B

638 positions

#12Ascension Capital Advisors, Inc.Active

Slight overlap · 3 shared positions

$DOV $EPD $GLDM

$356M

97 positions

#13Heritage Wealth AdvisorsActive

Slight overlap · 3 shared positions

$DOV $EPD $GLDM

$2.9B

703 positions

#14Ellenbecker Investment GroupSmart money

Slight overlap · 3 shared positions

$860M

149 positions

#15Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$GLDM $DOV $EPD

$181M

570 positions

#16Fermata Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $GLDM $EPD

$495M

275 positions

#17Betterment LLCActive

Slight overlap · 3 shared positions

$DOV $GLDM $SIVR

$59.1B

675 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.