How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sequent Planning

13F Portfolio OverlapQ1 2026Sequent Planning portfolio →

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Most similar hedge funds by 13F overlap

Sequent Planning LLC is an institutional investor managing $414M across 242 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 Sequent Planning are HARBOUR INVESTMENTS,, RiverTree Advisors,, Stonebridge Financial Planning Group,, with shared positions in $FCFS, $MAR, $MS, $WT, $HUM, $JHG. The full ranking of 25 similar funds is below.

#1HARBOUR INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$FCFS $MAR $MS $WT $HUM $JHG

$6.5B

4,673 positions

#2RiverTree Advisors, LLCPassive

Some overlap · 4 shared positions

$GDDY $FCFS $LEN $JHG

$158M

60 positions

#3Stonebridge Financial Planning Group, LLCPassive

Some overlap · 6 shared positions

$FCFS $MS $MAR $WT $JHG $SNOW

$272M

171 positions

#4EARNED WEALTH ADVISORS, LLCActive

Some overlap · 6 shared positions

$FCFS $MS $WT $HUM $OTIS $SNOW

$1.5B

468 positions

#5Mach-1 Financial Group, LLCPassive

Some overlap · 5 shared positions

$FCFS $MS $XYZ $WT $SNOW

$284M

161 positions

#6Collaborative Wealth Managment Inc.Passive

Slight overlap · 5 shared positions

$FCFS $WT $MAR $HUM $MS

$218M

162 positions

#7Anson Capital, Inc.Passive

Slight overlap · 3 shared positions

$TAK $WT $HUM

$146M

90 positions

#8Goldstone Financial Group, LLCPassive

Slight overlap · 5 shared positions

$FCFS $MS $XYZ $WT $MAR

$922M

228 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Slight overlap · 5 shared positions

$FCFS $WT $HUM $LEN $JHG

$157M

92 positions

#10XML Financial, LLCPassive

Slight overlap · 5 shared positions

$FCFS $MS $MAR $WT $SNOW

$1.2B

421 positions

#11GSG Advisors LLCActive

Slight overlap · 4 shared positions

$FCFS $MS $WT $HUM

$385M

137 positions

#12Gaddis Premier Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$FCFS $MCK $WT $JHG

$136M

85 positions

#13BDFS Capital LLCActive

Slight overlap · 4 shared positions

$FCFS $MCK $WT $SNOW

$208M

137 positions

#14Spectrum Wealth Advisory Group, LLCActive

Slight overlap · 5 shared positions

$FCFS $XYZ $WT $JHG $MAR

$269M

58 positions

#15Csenge Advisory GroupPassive

Slight overlap · 4 shared positions

$FCFS $MS $WT $HUM

$2.2B

747 positions

#16Stratos Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$MS $MAR $WT $HUM $LEN $SNOW

$1.6B

609 positions

#17Western Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$MS $FCFS $MAR $WT $HUM

$2.7B

2,691 positions

#18OMNI 360 Wealth, Inc.Passive

Slight overlap · 6 shared positions

$MS $XYZ $WT $HUM $LEN $SNOW

$194M

125 positions

#19Nova Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$FCFS $MAR $WT $JHG

$154M

545 positions

#20SMITH, MOORE & CO.Passive

Slight overlap · 6 shared positions

$MS $MAR $WT $HUM $JHG $SNOW

$1.4B

558 positions

#21TWIN PEAKS WEALTH ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$FCFS $LEN $OTIS $MAR $MCK

$397M

2,369 positions

#22Chris Bulman IncPassive

Slight overlap · 6 shared positions

$FCFS $MAR $HUM $LEN $SNOW $GDDY

$228M

150 positions

#23DEFINED WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$FCFS $MCK $HUM $OTIS

$171M

109 positions

#24Etesian Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$FCFS $XYZ $WT $SNOW

$313M

138 positions

#25Freedom Day Solutions, LLCActive

Slight overlap · 3 shared positions

$FCFS $MLI $WT

$373M

96 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.