13F Pro

Hedge Funds Similar to PLANWISER FINANCIAL,

13F Portfolio OverlapQ1 2026PLANWISER FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

PLANWISER FINANCIAL, LLC is an institutional investor managing $138M across 47 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 PLANWISER FINANCIAL, are MATHER GROUP,, ONE Advisory Partners,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $VLTO, $SNPS, $DDOG, $GMM, $JHG, $BTSG. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active
Notable overlap · 3 shared positions
$VLTO$SNPS$DDOG
$10.0B
1,896 positions
#2ONE Advisory Partners, LLCActive
Notable overlap · 3 shared positions
$VLTO$GMM$DDOG
$324M
72 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$SNPS$DDOG$GMM
$206M
97 positions
#4K2 Financial Inc.Passive
Notable overlap · 3 shared positions
$DDOG$SNPS$GMM
$138M
59 positions
#5Financial Gravity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$SNPS$GMM$VLTO
$562M
973 positions
#6Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$VLTO$SNPS$JHG
$145M
98 positions
#7Fort Point Capital Partners LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$VLTO
$825M
225 positions
#8TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$VLTO$SNPS$DDOG
$4.8B
1,649 positions
#9TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$JHG
$307M
76 positions
#10L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$SNPS$JHG
$1.1B
397 positions
#11GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$VLTO
$2.8B
853 positions
#12Kestra Investment Management, LLCActive
Some overlap · 4 shared positions
$SNPS$DDOG$JHG$VLTO
$5.8B
439 positions
#13Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$VLTO$DDOG
$137M
58 positions
#14Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$VLTO$DDOG
$509M
132 positions
#15BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNPS$DDOG$JHG
$389M
116 positions
#16RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$DDOG$VLTO$GMM
$193M
98 positions
#17GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$DDOG$JHG$VLTO
$318M
182 positions
#18BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$GMM$SNPS$VLTO$DDOG
$208M
47 positions
#19McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$DDOG$SNPS
$528M
99 positions
#20Aspire Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$VLTO$DDOG
$443M
170 positions
#21DRAVO BAY LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$SNPS
$246M
54 positions
#22PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$VLTO$GMM$DDOG
$649M
283 positions
#23WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$VLTO$JHG$DDOG
$125M
404 positions
#24Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GMM$JHG$BTSG
$425M
132 positions
#25Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$SNPS$DDOG
$225M
196 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.