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Hedge Funds Similar to Financial Life Planners

13F Portfolio OverlapQ2 2026Financial Life Planners portfolio →
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Most similar hedge funds by 13F overlap

Financial Life Planners is an institutional investor managing $156M across 339 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 Financial Life Planners are MORGENS WATERFALL VINTIADIS, GLYNN, Steadview, with shared positions in $HOOD, $PLTR, $ARM, $APP, $CARR, $HWM. The full ranking of 25 similar funds is below.

#1MORGENS WATERFALL VINTIADIS & CO INCActive
Some overlap · 3 shared positions
$HOOD$PLTR$ARM
$131M
18 positions
#2GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$APP
$363M
43 positions
#3Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$APP
$333M
14 positions
#4Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$HOOD$PLTR$CARR
$260M
86 positions
#5ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$HWM
$551M
40 positions
#6Capital Impact Advisors, LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$APP
$1.8B
29 positions
#7Fox Hill Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$HWM$HOOD
$249M
120 positions
#8Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$MDY$SLV
$142M
408 positions
#9Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$PLTR$APP
$293M
126 positions
#10FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$HWM$NRG
$490M
188 positions
#11Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$HOOD$ARM$APP
$766M
194 positions
#12Networth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$HWM$MS
$172M
383 positions
#13Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$HWM$MS
$214M
76 positions
#14Aster Capital Management (DIFC) LtdPassive
Some overlap · 4 shared positions
$PLTR$MDY$MS$APP
$470M
808 positions
#15Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HOOD$PLTR$APP
$93M
81 positions
#16Elite Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$HWM$HOOD
$337M
47 positions
#17RFG HOLDINGS, INC.Smart money
Some overlap · 3 shared positions
$HOOD$PLTR$CI
$477M
87 positions
#18BankChampaign, National AssociationPassive
Some overlap · 4 shared positions
$PLTR$HWM$HOOD$ARM
$130M
200 positions
#19PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$ARM$MS$APP
$3.2B
77 positions
#20Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PLTR$HWM$SLV
$866M
147 positions
#21Investment Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$SLV
$461M
220 positions
#22UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$PLTR$ARM$APP
$1.5B
39 positions
#23Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$NRG$MS
$524M
92 positions
#24Aft, Forsyth & Sober, LLCActive
Some overlap · 3 shared positions
$PLTR$NRG$MS
$320M
60 positions
#25Trifecta Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$MS
$776M
493 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.