How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Partners in Financial Planning

13F Portfolio OverlapQ1 2026Partners in Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Partners in Financial Planning is an institutional investor managing $603M across 122 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 Partners in Financial Planning are Silver Coast Investments, GPWM, SWAN, with shared positions in $UNIT, $SCHW, $USB, $DDOG, $BRZE, $SNOW. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive

Notable overlap · 6 shared positions

$UNIT $SCHW $USB $DDOG $BRZE $SNOW

$313M

119 positions

#2GPWM LLCSmart money

Notable overlap · 3 shared positions

$UNIT $SCHW $DDOG

$191M

20 positions

#3SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$UNIT $SCHW $USB $GE $GEV $MKL

$272M

554 positions

#4Wrenne Financial Planning LLCSmart money

Notable overlap · 6 shared positions

$UNIT $SCHW $DDOG $GMM $MKL $BRZE

$255M

49 positions

#525 LLCActive

Notable overlap · 5 shared positions

$UNIT $DDOG $USB $BRZE $NKE

$324M

69 positions

#6Brooklyn FI, LLCActive

Notable overlap · 7 shared positions

$UNIT $DDOG $SE $GMM $SCHW $BRZE

$476M

78 positions

#7Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$SCHW $UNIT $DDOG $MKL $USB $NSC

$480M

160 positions

#8Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $SCHW $MKL $BRZE $SNOW $SE

$1.4B

58 positions

#9Grey Fox Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $SCHW $GMM $DDOG $SNOW $MKL

$518M

140 positions

#10TrueWealth Financial PartnersActive

Notable overlap · 5 shared positions

$UNIT $SCHW $MKL $SNOW $SE

$251M

66 positions

#11Traveka Wealth, LLCPassive

Notable overlap · 6 shared positions

$UNIT $SCHW $SE $MKL $BRZE $SNOW

$262M

186 positions

#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 8 shared positions

$DDOG $UNIT $SCHW $SE $GMM $USB

$206M

97 positions

#13Family CFO IncActive

Notable overlap · 6 shared positions

$UNIT $USB $SCHW $MKL $BRZE $NKE

$223M

41 positions

#14ASPIRIANT, LLCActive

Notable overlap · 6 shared positions

$UNIT $DDOG $MKL $SCHW $NKE $SE

$3.5B

338 positions

#15FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 7 shared positions

$UNIT $SCHW $MKL $SE $BRZE $SNOW

$293M

105 positions

#16Financial Advisory CorpSmart money

Notable overlap · 4 shared positions

$UNIT $SCHW $SE $MKL

$720M

51 positions

#17Rodgers & Associates, LTDActive

Notable overlap · 6 shared positions

$UNIT $SCHW $GMM $SNOW $BRZE $MKL

$982M

101 positions

#18Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SCHW $DDOG $USB $SNOW $NSC $GE

$420M

120 positions

#19Zeit Capital LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $MKL

$149M

52 positions

#20Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$UNIT $DDOG $SCHW $MKL $BRZE $NKE

$473M

582 positions

#21Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$UNIT $USB $SE $MKL $GEV $GE

$160M

82 positions

#22TME FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$UNIT $USB $SE $DDOG $SNOW

$144M

65 positions

#23Sentinel Dome Partners, LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $SNOW

$105M

29 positions

#24West Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$SCHW $DDOG $USB $BRZE $UNIT $NSC

$589M

193 positions

#25American Investment Services, Inc.Active

Notable overlap · 7 shared positions

$UNIT $SCHW $DDOG $USB $GMM $SNOW

$448M

132 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.