13F Pro

Hedge Funds Similar to Mallini Complete Financial Planning

13F Portfolio OverlapQ1 2026Mallini Complete Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mallini Complete Financial Planning LLC is an institutional investor managing $140M across 70 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 Mallini Complete Financial Planning are Luminvest Wealth, Seneca Financial Advisors, 25, with shared positions in $BRZE, $DDOG, $KKR, $HUM, $AFRM, $SO. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Substantial overlap · 4 shared positions
$BRZE$DDOG$KKR$HUM
$382M
55 positions
#2Seneca Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$BRZE$DDOG$KKR$HUM
$341M
64 positions
#325 LLCActive
Substantial overlap · 3 shared positions
$BRZE$DDOG$AFRM
$324M
69 positions
#4Gleason Group, Inc.Active
Notable overlap · 5 shared positions
$BRZE$DDOG$KKR$HUM$SO
$1.0B
229 positions
#5VANGUARD ADVISERS INCSmart money
Notable overlap · 5 shared positions
$BRZE$AFRM$DDOG$HUM$KKR
$25.5B
668 positions
#6Topsail Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$BRZE$TXN$HUM
$678M
294 positions
#7Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$KKR
$162M
56 positions
#8Tribridge Partners Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$AFRM
$242M
80 positions
#9Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$AFRM
$254M
59 positions
#10SVRN Asset Management, LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$HUM$EPD
$103M
37 positions
#11Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$HUM
$199M
45 positions
#12Arbor Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$BRZE$KKR$HUM$DUK
$143M
56 positions
#13Tenon Financial LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$KKR
$255M
54 positions
#14Sageworth Trust CoActive
Notable overlap · 3 shared positions
$BRZE$KKR$AFRM
$2.3B
172 positions
#15Gibson Wealth Advisors LLCSmart money
Notable overlap · 5 shared positions
$BRZE$TXN$DUK$ENB$SO
$149M
37 positions
#16Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$BRZE$KKR$HUM
$255M
70 positions
#17Joel Adams & Associates, Inc.Active
Notable overlap · 4 shared positions
$DDOG$BRZE$AFRM$DUK
$135M
64 positions
#18Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$ET$KKR
$488M
115 positions
#19Charter Oak Capital Management, LLCActive
Notable overlap · 5 shared positions
$BRZE$AFRM$KKR$HUM$TXN
$1.3B
208 positions
#20Vanguard National Trust CoActive
Notable overlap · 4 shared positions
$BRZE$DDOG$KKR$HUM
$1.6B
751 positions
#21REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$DDOG$HUM$BRZE
$342M
70 positions
#22WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$DDOG$AFRM
$243M
977 positions
#23West Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$AFRM$BRZE$HUM
$589M
193 positions
#24New Covenant Trust Company, N.A.Active
Notable overlap · 3 shared positions
$BRZE$AFRM$KKR
$112M
96 positions
#25Joseph Group Capital ManagementPassive
Notable overlap · 3 shared positions
$BRZE$KKR$HUM
$400M
379 positions

Compare Mallini Complete Financial Planning’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 Mallini Complete Financial Planning’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.