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Hedge Funds Similar to Vested Financial Planning,

13F Portfolio OverlapQ1 2026Vested Financial Planning, portfolio →
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Most similar hedge funds by 13F overlap

Vested Financial Planning, LLC is an institutional investor managing $131M across 27 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 Vested Financial Planning, are Heritage Investment Group,, Xena Financial Planning,, Level Wealth, with shared positions in $DDOG, $DOV, $MAR, $GMM, $ABNB. The full ranking of 25 similar funds is below.

#1Heritage Investment Group, Inc.Active
Notable overlap · 3 shared positions
$DDOG$DOV$MAR
$661M
123 positions
#2Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$89M
33 positions
#3Level Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$DDOG$MAR$GMM
$213M
67 positions
#4Astoria Strategic Wealth, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$DOV$GMM
$394M
37 positions
#5Fort Point Capital Partners LLCPassive
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$825M
225 positions
#6Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$GMM
$1.5B
100 positions
#7LPWM LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$MAR$DOV
$396M
94 positions
#8GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$DOV
$2.8B
853 positions
#9Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$MAR
$238M
108 positions
#10Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$167M
92 positions
#11Divergent Planning, LLC
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$392M
36 positions
#12CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$157M
130 positions
#13Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$127M
54 positions
#14RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$MAR
$618M
216 positions
#15Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$MAR$DDOG
$509M
132 positions
#16Orcam Financial GroupSmart money
Some overlap · 4 shared positions
$DOV$DDOG$GMM$MAR
$141M
62 positions
#17JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$DDOG$MAR
$1.2B
819 positions
#18Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$374M
86 positions
#19Financial Plan, Inc.Active
Some overlap · 4 shared positions
$DDOG$DOV$MAR$GMM
$933M
94 positions
#20ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GMM$DOV$MAR
$875M
989 positions
#21NewEdge Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$DOV
$2.2B
1,217 positions
#22Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$DDOG$GMM$ABNB
$503M
83 positions
#23Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DDOG$DOV$MAR$GMM
$1.1B
2,097 positions
#24LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$DDOG$MAR
$595M
360 positions
#25TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$MAR
$26.0B
702 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.