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Hedge Funds Similar to Investment Planning Advisors,

13F Portfolio OverlapQ1 2026Investment Planning Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Investment Planning Advisors, Inc. is an institutional investor managing $363M across 107 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 Investment Planning Advisors, are FC Advisory, My Personal CFO,, HOGE FINANCIAL SERVICES,, with shared positions in $OKTA, $SCHW, $NTRB, $HUM, $SNOW, $DOV. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive
Notable overlap · 7 shared positions
$OKTA$SCHW$NTRB$HUM$SNOW$DOV
$342M
115 positions
#2My Personal CFO, LLCActive
Notable overlap · 4 shared positions
$OKTA$SCHW$HUM$KKR
$228M
88 positions
#3HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 5 shared positions
$OKTA$DOV$SNOW$MCD$LIN
$187M
72 positions
#4Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$OKTA$SCHW$HUM$MCD
$253M
79 positions
#5Piedmont Capital Management, LLCActive
Some overlap · 5 shared positions
$OKTA$HUM$SCHW$NTRB$KKR
$197M
50 positions
#6Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$OKTA$HUM$SNOW$KKR
$228M
60 positions
#7Monetary Solutions, LtdActive
Some overlap · 5 shared positions
$OKTA$SO$MCD$MS$KKR
$103M
318 positions
#8LJI Wealth Management, LLCActive
Some overlap · 4 shared positions
$OKTA$RELX$UPS$KKR
$626M
194 positions
#9Turning Point Benefit Group, Inc.Active
Some overlap · 4 shared positions
$OKTA$MCD$BAH$KKR
$157M
95 positions
#10TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$OKTA$MCD$MS
$366M
171 positions
#11RMG Wealth Management LLCActive
Some overlap · 4 shared positions
$OKTA$MCD$MS$HUM
$866M
606 positions
#12FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$OKTA$SCHW$HUM$MS
$354M
66 positions
#13Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$OKTA$MS$SO
$173M
38 positions
#14Towercrest Capital ManagementActive
Some overlap · 5 shared positions
$OKTA$SNOW$MS$HUM$LIN
$642M
103 positions
#15Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$OKTA$NTRB$SCHW$RELX$LIN
$378M
200 positions
#16CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$OKTA$SNOW$SO
$2.9B
69 positions
#17Opus Financial Solutions LLCPassive
Some overlap · 4 shared positions
$SCHW$OKTA$HUM$SNOW
$106M
103 positions
#18Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$OKTA$SCHW$SNOW$RELX$KKR
$1.2B
174 positions
#19Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SCHW$DOV$SNOW$LIN$MS
$313M
119 positions
#20WNY Asset Management, LLCPassive
Some overlap · 6 shared positions
$OKTA$NTRB$HUM$SNOW$MCD$MS
$967M
249 positions
#21Baring Financial LLCPassive
Some overlap · 3 shared positions
$OKTA$NTRB$HUM
$163M
72 positions
#22WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$OKTA$SCHW$HUM$RELX
$508M
107 positions
#23Alliance Wealth Management GroupActive
Some overlap · 6 shared positions
$OKTA$SNOW$MS$HUM$LIN$DOV
$457M
97 positions
#24PACES FERRY WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$OKTA$MS$KKR
$241M
134 positions
#25PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKTA$DOV$KKR
$402M
112 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.