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Hedge Funds Similar to White & Financial Planning

13F Portfolio OverlapQ1 2026White & Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

White & Co Financial Planning Inc is an institutional investor managing $161M across 20 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 White & Financial Planning are Treasure Coast Financial Planning, Lunt ,, with shared positions in $API, $XYZ, $WT. The full ranking of 2 similar funds is below.

#1Treasure Coast Financial PlanningActive
Notable overlap · 3 shared positions
$API$XYZ$WT
$194M
48 positions
#2Lunt Capital Management, Inc.Active
Slight overlap · 3 shared positions
$XYZ$API$WT
$260M
97 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.