How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Comprehensive Financial Planning, /PA

13F Portfolio OverlapQ1 2026Comprehensive Financial Planning, /PA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Comprehensive Financial Planning, Inc./PA is an institutional investor managing $144M across 387 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 Comprehensive Financial Planning, /PA are Three Magnolias Financial Advisors,, First Financial Group, Lionshead Wealth ,, with shared positions in $JHG, $WT, $PLTR, $SHW, $QUBT, $CRWD. The full ranking of 25 similar funds is below.

#1Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$JHG $WT $PLTR $SHW $QUBT

$157M

103 positions

#2First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $WT $SHW $CRWD $GSAT

$122M

80 positions

#3Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $PLTR

$136M

108 positions

#4Symphony Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$JHG $WT $SHW $MAR

$195M

99 positions

#5PFS Partners, LLCActive

Notable overlap · 5 shared positions

$JHG $MU $MAR $MS $SLV

$218M

590 positions

#6Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $WT $MS

$462M

53 positions

#7Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $MS $KKR

$290M

485 positions

#8Mason & Associates IncActive

Notable overlap · 6 shared positions

$JHG $WT $SHW $PLTR $MS $CRWD

$516M

160 positions

#9WT Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $WT $SHW $WM $GSAT

$336M

138 positions

#10Destiny Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $PLTR $CRWD $MS $KKR

$914M

1,148 positions

#11Accel Wealth ManagementPassive

Notable overlap · 7 shared positions

$JHG $PLTR $SHW $MS $MU $SLV

$383M

290 positions

#12Bulwark Capital CorpActive

Notable overlap · 6 shared positions

$JHG $WT $MAR $KKR $MS $SHW

$162M

100 positions

#13Prasad Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $PLTR $LEN $MU $SLV

$367M

146 positions

#14INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$803M

181 positions

#15IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$JHG $MAR $CRWD $PLTR

$96M

72 positions

#16DAHRING {-} CUSMANO LLCActive

Notable overlap · 6 shared positions

$JHG $PLTR $BAH $SLV $KKR $NTRB

$163M

58 positions

#17CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $MAR $SLV

$309M

132 positions

#18Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $PLTR $GSAT

$145M

98 positions

#19Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $SHW

$1.4B

281 positions

#20E6 Portfolios, LLCActive

Notable overlap · 3 shared positions

$JHG $MS $MU

$96M

58 positions

#21WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$156M

139 positions

#22Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $GSAT $KKR

$807M

135 positions

#23Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $WM $KKR

$158M

103 positions

#241900 WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$JHG $WT $NTRB $KKR

$1.6B

253 positions

#251 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $QUBT $GSAT

$277M

270 positions

Compare Comprehensive Financial Planning, /PA’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Comprehensive Financial Planning, /PA’s holdings

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.