13F Pro

Hedge Funds Similar to OFC FINANCIAL PLANNING

13F Portfolio OverlapQ2 2026OFC FINANCIAL PLANNING portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OFC FINANCIAL PLANNING, LLC is an institutional investor managing $113M across 56 U.S. equity positions as of Q2 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 FLYWHEEL PRIVATE WEALTH, Connective Portfolio, Modus Advisors, with shared positions in $IAU, $PWR, $C, $TXN, $VST, $MCD. The full ranking of 25 similar funds is below.

#1FLYWHEEL PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$IAU$PWR$C$TXN
$203M
109 positions
#2Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$C$PWR
$67M
39 positions
#3Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$VST$MCD$PLTR
$405M
118 positions
#4SENTINEL TRUST CO LBASmart money
Notable overlap · 5 shared positions
$PWR$IAU$TXN$MCD$PLTR
$1.1B
136 positions
#5ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$C$PWR
$1.3B
135 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PWR$IAU$TXN$MCD
$767M
184 positions
#7VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$TXN$C
$399M
99 positions
#8Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$TXN
$497M
120 positions
#9FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 4 shared positions
$PWR$C$NUE$TXN
$1.3B
201 positions
#10CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$MCD$PLTR
$616M
107 positions
#11Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$C
$154M
96 positions
#12JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$C$MCD
$593M
122 positions
#13Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TXN$SBUX
$281M
154 positions
#14GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 4 shared positions
$PWR$VST$TXN$MCD
$1.9B
270 positions
#15Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MCD$PWR
$309M
142 positions
#16Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$NUE$MCD
$346M
194 positions
#17Silverleafe Capital Partners, LLCActive
Some overlap · 5 shared positions
$IAU$PLTR$VST$PWR$MCD
$351M
100 positions
#18Red Mountain Financial, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$VST
$119M
82 positions
#19Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TXN$SBUX
$304M
194 positions
#20Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 3 shared positions
$IAU$C$SBUX
$197M
143 positions
#21NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$MCD
$283M
75 positions
#22LiftPoint Family Wealth Advisors LLCActive
Some overlap · 3 shared positions
$PWR$IAU$C
$148M
69 positions
#23LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$TXN
$360M
139 positions
#24ETF Store, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$SBUX
$122M
109 positions
#25ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$C$TXN$MCD$SBUX
$1.8B
792 positions

Compare OFC 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 OFC 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.