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Hedge Funds Similar to Golden Bell Financial Planning

13F Portfolio OverlapQ1 2026Golden Bell Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Golden Bell Financial Planning LLC is an institutional investor managing $125M across 37 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 Golden Bell Financial Planning are Shotwell Rutter Baer, Kane Wealth ,, Three Arch Wealth, with shared positions in $USB, $AMN, $NKE, $DDOG, $DOV. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$USB$AMN$NKE
$170M
38 positions
#2Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$DDOG$NKE
$119M
51 positions
#3Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$DOV
$556M
61 positions
#4Meredith Wealth PlanningActive
Substantial overlap · 3 shared positions
$AMN$DDOG$NKE
$369M
70 positions
#5Creative Capital Management Investments LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$USB
$348M
324 positions
#6MB Generational Wealth, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$DDOG
$181M
66 positions
#7Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$DDOG$USB
$2.2B
79 positions
#8Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$DDOG$NKE$USB
$1.5B
686 positions
#9ATLas Financial Planning LLCActive
Substantial overlap · 4 shared positions
$AMN$USB$NKE$DOV
$112M
69 positions
#10Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$DDOG$NKE$USB$DOV
$1.1B
81 positions
#11Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$DDOG
$233M
676 positions
#12Financial Futures Ltd Liability Co.Active
Substantial overlap · 4 shared positions
$USB$AMN$NKE$DDOG
$228M
72 positions
#13TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$DDOG
$1.9B
251 positions
#14Aspen Capital Management, LLCSmart money
Substantial overlap · 3 shared positions
$USB$AMN$DOV
$404M
77 positions
#15Oak Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$NKE
$182M
57 positions
#16DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$DOV$NKE
$464M
679 positions
#17Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$USB$DOV
$98M
68 positions
#18VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$NKE$AMN
$108M
49 positions
#19McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$DOV
$119M
65 positions
#20Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$DOV
$368M
121 positions
#21Legacy Edge Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$AMN
$951M
223 positions
#2225 LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$NKE
$324M
69 positions
#23Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$NKE$AMN
$284M
91 positions
#24NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$DDOG
$5.0B
51 positions
#25Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$NKE$USB
$718M
278 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.