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 Wrenne Financial Planning

13F Portfolio OverlapQ1 2026Wrenne Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Wrenne Financial Planning LLC is an institutional investor managing $255M across 49 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 Wrenne Financial Planning are BLUESTEM FINANCIAL ADVISORS,, DEFINE FINANCIAL,, Hegarty Advisors,, with shared positions in $MKL, $SCHW, $BRZE, $DDOG, $AGQ, $UNIT. The full ranking of 25 similar funds is below.

#1BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $SCHW $BRZE $DDOG

$259M

33 positions

#2DEFINE FINANCIAL, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $SCHW $AGQ

$184M

41 positions

#3Hegarty Advisors, LLCActive

Substantial overlap · 4 shared positions

$MKL $UNIT $HUM $MS

$127M

57 positions

#4SVRN Asset Management, LLCActive

Substantial overlap · 7 shared positions

$SCHW $BRZE $MKL $UNIT $DDOG $HUM

$103M

37 positions

#5Five Pine Wealth ManagementActive

Substantial overlap · 3 shared positions

$MKL $SCHW $BRZE

$161M

47 positions

#6Glassman Wealth ServicesSmart money

Substantial overlap · 9 shared positions

$MKL $DDOG $BRZE $UNIT $HUM $WT

$736M

187 positions

#7Efficient Advisors, LLCActive

Substantial overlap · 5 shared positions

$MKL $SCHW $BRZE $UNIT $WT

$1.4B

58 positions

#8Mullooly Asset Management, Inc.Active

Notable overlap · 3 shared positions

$MKL $DDOG $WT

$271M

51 positions

#9Blankinship & Foster, LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $DDOG $HUM

$452M

75 positions

#10MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$MKL $DDOG $UNIT $WT

$240M

234 positions

#11Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $HUM $SCHW

$382M

55 positions

#12MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $HUM $UNIT

$420M

81 positions

#13Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$MKL $BRZE $UNIT $DDOG

$1.1B

121 positions

#14FC Advisory LLCActive

Notable overlap · 7 shared positions

$MKL $SCHW $DDOG $BRZE $HUM $GMM

$342M

115 positions

#15CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $SCHW

$2.7B

415 positions

#16Archvest Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $SCHW $BRZE $HUM

$155M

74 positions

#17Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $SCHW $HUM

$578M

118 positions

#18LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$MKL $UNIT $SCHW

$182M

136 positions

#19STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$140M

29 positions

#20Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $SCHW $HUM

$424M

1,857 positions

#21Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $HUM

$151M

54 positions

#22Topsail Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $UNIT $HUM

$678M

294 positions

#23Compton Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MKL $UNIT $HUM $MS

$449M

85 positions

#24Valpey Financial Services, LLCPassive

Notable overlap · 3 shared positions

$MKL $BRZE $UNIT

$154M

75 positions

#25Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$MKL $SCHW $UNIT $DDOG $HUM

$480M

160 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.