13F Pro

Hedge Funds Similar to OFC FINANCIAL PLANNING,

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

OFC FINANCIAL PLANNING, LLC is an institutional investor managing $102M across 56 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 OFC FINANCIAL PLANNING, are Elwood & Goetz Wealth Advisory Group,, Plum Street Advisors,, MAIMON WEALTH LTD., with shared positions in $RELX, $IAU, $BRZE, $IBM, $UNIT, $MCD. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$RELX$IAU$BRZE$IBM
$589M
138 positions
#2Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$RELX$IAU$UNIT
$289M
98 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 5 shared positions
$RELX$IAU$UNIT$MCD$BRZE
$114M
77 positions
#4PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$BRZE$IAU$UNIT$RELX
$1.4B
283 positions
#5Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$IAU$BRZE$UNIT$C$IBM
$149M
70 positions
#6Integrity Wealth Solutions LLCPassive
Notable overlap · 4 shared positions
$BRZE$IAU$UNIT$PLTR
$255M
130 positions
#7CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$REGN$UNIT
$149M
96 positions
#8Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$IAU
$436M
126 positions
#9Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$REGN$VST$MCD$PLTR
$363M
117 positions
#10FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 5 shared positions
$UNIT$IAU$PWR$C$BRZE
$176M
104 positions
#11Rochester Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$RELX$IAU$IBM
$165M
24 positions
#12White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$BRZE$UNIT
$721M
145 positions
#13Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$UNIT$IAU
$2.9B
367 positions
#14LifeWealth Investments, LLCPassive
Some overlap · 3 shared positions
$IAU$REGN$BRZE
$335M
141 positions
#15Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$BRZE$MCD
$130M
96 positions
#16DCF Advisers, LLCActive
Some overlap · 3 shared positions
$IAU$REGN$C
$375M
86 positions
#17Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$BRZE$IBM
$135M
89 positions
#18Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$REGN$UNIT
$166M
127 positions
#19Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$BRZE$UNIT
$607M
110 positions
#20Greenhouse Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$BRZE$UNIT$IAU
$162M
57 positions
#21Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$IAU$UNIT$MCD$BRZE$PLTR
$365M
111 positions
#22Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$UNIT$BRZE
$98M
68 positions
#23Swisher Financial Concepts, Inc.Passive
Some overlap · 3 shared positions
$BRZE$REGN$IAU
$179M
102 positions
#24Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$REGN$TXN$IBM
$199M
130 positions
#25Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$BRZE$UNIT$PLTR
$354M
138 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.