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Hedge Funds Similar to Xena Financial Planning,

13F Portfolio OverlapQ1 2026Xena Financial Planning, portfolio →
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Most similar hedge funds by 13F overlap

Xena Financial Planning, LLC is an institutional investor managing $89M across 33 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 Xena Financial Planning, are Vested Financial Planning,, IMPACTfolio,, RCS Financial Planning,, with shared positions in $DDOG, $GMM, $DOV, $NOW, $NU, $MUFG. The full ranking of 25 similar funds is below.

#1Vested Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$131M
27 positions
#2IMPACTfolio, LLCSmart money
Notable overlap · 3 shared positions
$NOW$NU$MUFG
$235M
35 positions
#3RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$NOW$GMM
$193M
98 positions
#4Stanich Group LLCSmart money
Notable overlap · 3 shared positions
$NOW$GMM$MUFG
$131M
47 positions
#5Global Strategic Investment Solutions, LLCActive
Notable overlap · 3 shared positions
$DDOG$GMM$AFRM
$1.0B
145 positions
#6West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$AFRM$DOV
$589M
193 positions
#7Bond & Devick Financial Network, Inc.Passive
Notable overlap · 4 shared positions
$NOW$GMM$MUFG$DDOG
$358M
188 positions
#8LFA - Lugano Financial Advisors SAActive
Notable overlap · 3 shared positions
$NOW$MUFG$AFRM
$197M
223 positions
#9Joel Adams & Associates, Inc.Active
Notable overlap · 3 shared positions
$DDOG$AFRM$NU
$135M
64 positions
#10Astoria Strategic Wealth, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$DOV$GMM
$394M
37 positions
#11TRUE BLUE FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$NOW$NU$MUFG$GMM
$127M
52 positions
#12Balanced Rock Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$NOW$MUFG$NU$AFRM
$143M
96 positions
#13MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$NOW$MUFG
$507M
67 positions
#14Laurel Wealth Planning LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$NU$AFRM
$190M
59 positions
#15Values Added Financial LLCPassive
Notable overlap · 4 shared positions
$GMM$DDOG$NOW$AFRM
$238M
134 positions
#16Fort Point Capital Partners LLCPassive
Notable overlap · 3 shared positions
$DDOG$GMM$DOV
$825M
225 positions
#17GeoWealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$GMM$NOW$DOV$MUFG
$2.8B
853 positions
#18BSW Wealth PartnersPassive
Some overlap · 4 shared positions
$DDOG$NOW$DOV$NU
$819M
312 positions
#19Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$MUFG$NOW
$238M
108 positions
#20Orgel Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$AFRM$NOW
$4.6B
95 positions
#21Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$GMM
$1.5B
100 positions
#22Brooklyn FI, LLCActive
Some overlap · 5 shared positions
$DDOG$GMM$NOW$AFRM$MUFG
$476M
78 positions
#23TPG Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GMM$DDOG$NU$MUFG$NOW
$307M
76 positions
#24Financial Planning Fort Collins, LLCSmart money
Some overlap · 5 shared positions
$GMM$NOW$DOV$NU$MUFG
$133M
33 positions
#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$GMM$NOW
$206M
97 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.