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 United Financial Planning Group

13F Portfolio OverlapQ1 2026United Financial Planning Group portfolio →

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Most similar hedge funds by 13F overlap

United Financial Planning Group LLC is an institutional investor managing $169M across 462 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 United Financial Planning Group are Efficient Advisors,, WealthCollab,, Amicus Financial Advisors,, with shared positions in $SCHW, $BRZE, $SNOW, $UNIT, $COP, $KKR. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$SCHW $BRZE $SNOW $UNIT $COP

$1.4B

58 positions

#2WealthCollab, LLCPassive

Some overlap · 4 shared positions

$SCHW $BRZE $SNOW $COP

$243M

977 positions

#3Amicus Financial Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $SNOW $BRZE $KKR

$363M

90 positions

#4Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 3 shared positions

$SCHW $SLV $SNOW

$101M

307 positions

#5Clarity Capital Advisors, LLCActive

Some overlap · 9 shared positions

$SCHW $BRZE $SNOW $ED $KKR $HUM

$215M

95 positions

#6Allen Investment Management, LLCActive

Some overlap · 5 shared positions

$SCHW $BRZE $KKR $MCO $COP

$8.1B

221 positions

#7Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 6 shared positions

$SCHW $SLV $KKR $HUM $UNIT $COP

$230M

21 positions

#8CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$SCHW $SNOW $KKR $HUM $UNIT $COP

$232M

44 positions

#9Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$SCHW $SNOW $KKR $HUM $MCD $COP

$420M

120 positions

#10FC Advisory LLCActive

Some overlap · 5 shared positions

$SCHW $SNOW $BRZE $HUM $COP

$342M

115 positions

#11Opus Financial Solutions LLCPassive

Some overlap · 6 shared positions

$SCHW $SNOW $BRZE $SLV $HUM $COP

$106M

103 positions

#12Passive Capital Management, LLC.Active

Some overlap · 5 shared positions

$SCHW $SNOW $KKR $UNIT $MCD

$335M

104 positions

#13SVRN Asset Management, LLCActive

Some overlap · 5 shared positions

$SCHW $BRZE $HUM $UNIT $GLDM

$103M

37 positions

#14Ariston Services GroupActive

Some overlap · 5 shared positions

$SCHW $SNOW $KKR $HUM $COP

$167M

71 positions

#15Wrenne Financial Planning LLCSmart money

Some overlap · 4 shared positions

$SCHW $BRZE $UNIT $HUM

$255M

49 positions

#16FIDELIS iM, LLCSmart money

Some overlap · 4 shared positions

$SCHW $BRZE $HUM $COP

$264M

25 positions

#17Financial Futures Ltd Liability Co.Active

Some overlap · 5 shared positions

$SCHW $SNOW $UNIT $KKR $IBM

$228M

72 positions

#18B & T Capital Management DBA Alpha Capital ManagementActive

Some overlap · 4 shared positions

$SCHW $SNOW $KKR $IBM

$690M

115 positions

#19Carter Financial, LLCSmart money

Some overlap · 3 shared positions

$SCHW $BRZE $SNOW

$115M

28 positions

#20Prairiewood Capital, LLCActive

Some overlap · 3 shared positions

$SCHW $SNOW $BRZE

$346M

77 positions

#21ARK & TLK INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$SCHW $SNOW $UNIT $COP

$370M

119 positions

#22Delta Global Management LPPassive

Some overlap · 3 shared positions

$SCHW $SNOW $KKR

$1.2B

154 positions

#23KRM WEALTH MANAGEMENT L.L.C.Smart money

Some overlap · 3 shared positions

$SCHW $SNOW $KKR

$192M

43 positions

#24DecisionPoint Financial, LLCActive

Some overlap · 3 shared positions

$SCHW $BRZE $COP

$464M

679 positions

#25Seven Post Investment Office LPSmart money

Some overlap · 4 shared positions

$SCHW $SLV $GLDM $COP

$310M

36 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.