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Hedge Funds Similar to Leading Edge Financial Planning

13F Portfolio OverlapQ1 2026Leading Edge Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Leading Edge Financial Planning LLC is an institutional investor managing $475M across 72 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 Leading Edge Financial Planning are McCartney Wealth, Level Financial Advisors, Financial Plan,, with shared positions in $NSC, $AMN, $WT, $SNOW, $NKE, $COP. The full ranking of 25 similar funds is below.

#1McCartney Wealth Management LLCActive
Notable overlap · 5 shared positions
$NSC$AMN$WT$SNOW$NKE
$119M
65 positions
#2Level Financial AdvisorsActive
Notable overlap · 6 shared positions
$NSC$COP$AMN$SNOW$NKE$HUM
$392M
92 positions
#3Financial Plan, Inc.Active
Notable overlap · 3 shared positions
$NSC$COP$AMN
$933M
94 positions
#4Physician Wealth Solutions Inc.Active
Notable overlap · 3 shared positions
$NSC$AMN$SNOW
$242M
45 positions
#5Hill Investment Group Partners, LLCSmart money
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$906M
50 positions
#6Foundry Financial LLCActive
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$236M
71 positions
#7Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$250M
40 positions
#8Planning Center, Inc.Smart money
Notable overlap · 4 shared positions
$NSC$HUM$KKR$NKE
$987M
78 positions
#9MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 5 shared positions
$COP$NSC$SNOW$RELX$NKE
$634M
106 positions
#10Fortitude Family Office, LLCPassive
Notable overlap · 4 shared positions
$NSC$AMN$SNOW$KKR
$448M
1,886 positions
#11Henrickson Nauta Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NSC$AMN$EPD
$356M
106 positions
#12Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 4 shared positions
$COP$WT$AMN$NKE
$5.8B
996 positions
#13REDMONT WEALTH ADVISORS LLC
Some overlap · 4 shared positions
$COP$AMN$WT$KKR
$66M
307 positions
#14Ares Financial Consulting, LLCPassive
Some overlap · 4 shared positions
$NSC$WT$GLDM$NKE
$127M
1,066 positions
#15Austin Wealth Management, LLCActive
Some overlap · 5 shared positions
$NSC$AMN$GLDM$WT$EPD
$440M
118 positions
#16Hobart Private Capital, LLCPassive
Some overlap · 5 shared positions
$COP$WT$SNOW$HUM$GSAT
$509M
132 positions
#17Milestone Investment Advisors LLCActive
Some overlap · 6 shared positions
$COP$WT$SNOW$KKR$HUM$GSAT
$414M
139 positions
#18Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$COP$WT$SNOW$EPD
$284M
125 positions
#19TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$COP$WT$HUM$RELX
$283M
137 positions
#20WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$WT$HUM$RELX
$508M
107 positions
#21truNorth Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$COP$WT$HUM$KKR
$97M
49 positions
#22FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$COP$WT$HUM
$264M
25 positions
#23GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 4 shared positions
$COP$WT$GLDM$KKR
$576M
171 positions
#24Gradient Capital Advisors, LLCActive
Some overlap · 4 shared positions
$COP$GLDM$AMN$HUM
$386M
177 positions
#25BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$COP$WT$HUM$KKR$RELX
$129M
217 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.