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Hedge Funds Similar to Financial Life Planners

13F Portfolio OverlapQ1 2026Financial Life Planners portfolio →
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Most similar hedge funds by 13F overlap

Financial Life Planners is an institutional investor managing $130M across 367 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 Financial Life Planners are Intrepid Financial Planning Group, Kingstone Partners Texas,, KADENSA Ltd, with shared positions in $PLTR, $MDY, $DIA, $BAC, $SCHW, $AGQ. The full ranking of 25 similar funds is below.

#1Intrepid Financial Planning Group LLCPassive
Some overlap · 6 shared positions
$PLTR$MDY$DIA$BAC$SCHW$AGQ
$248M
125 positions
#2Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$HOOD$BAC
$162M
57 positions
#3KADENSA CAPITAL LtdActive
Some overlap · 4 shared positions
$PLTR$HOOD$HWM$GE
$718M
39 positions
#4Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 3 shared positions
$PLTR$HOOD$AGQ
$210M
76 positions
#5Hound Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$HOOD$HUM
$799M
35 positions
#6GFS Advisors, LLCPassive
Some overlap · 4 shared positions
$HOOD$MDY$PLTR$SLV
$785M
159 positions
#7Genesis Financial Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$HOOD$SCHW$AGQ$DHR
$158M
103 positions
#8Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 6 shared positions
$PLTR$MDY$HUM$SLV$GE$CI
$132M
408 positions
#9Bay Rivers GroupPassive
Some overlap · 5 shared positions
$MDY$PLTR$DIA$HUM$SCHW
$240M
109 positions
#10Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$NTRB$MDY$DIA$HUM
$145M
35 positions
#11FAGAN ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$PLTR$HOOD$BAC$SCHW$GBTC$AGQ
$719M
135 positions
#12Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$NTRB$BAC
$230M
124 positions
#13Prosperity Wealth Management, Inc.
Some overlap · 5 shared positions
$PLTR$NTRB$GBTC$AGQ$GE
$300M
251 positions
#14Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$NTRB$GE
$261M
128 positions
#15ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$HWM
$482M
38 positions
#16Optiver Holding B.V.Active
Some overlap · 4 shared positions
$PLTR$DIA$BAC$SLV
$289.5B
2,301 positions
#17Blue Sparrow, LLC /DEActive
Some overlap · 4 shared positions
$PLTR$BAC$HOOD$SCHW
$5.8B
176 positions
#18Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$DIA$GE
$108M
97 positions
#19MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$PLTR$MDY$DIA$BAC
$420M
237 positions
#20HOEY INVESTMENTS, INCActive
Some overlap · 5 shared positions
$PLTR$BAC$SLV$GE$AGQ
$693M
420 positions
#21GTS SECURITIES LLCPassive
Some overlap · 6 shared positions
$MDY$PLTR$NTRB$DIA$SCHW$AGQ
$2.8B
1,482 positions
#22Clarity Financial LLCActive
Some overlap · 3 shared positions
$PLTR$NTRB$HUM
$919M
118 positions
#23Verde Capital ManagementActive
Some overlap · 5 shared positions
$PLTR$HOOD$SCHW$GBTC$SLV
$468M
69 positions
#24Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$HOOD$SCHW
$588M
240 positions
#25Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$NTRB$MDY$SCHW$GE
$394M
513 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.