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Hedge Funds Similar to Xena Financial Planning

13F Portfolio OverlapQ3 2026Xena Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Xena Financial Planning, LLC is an institutional investor managing $105M across 38 U.S. equity positions as of Q3 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 McCartney Wealth, Affiance Financial, Financial Planning Fort Collins, with shared positions in $NU, $MUFG, $DOV. The full ranking of 6 similar funds is below.

#1McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NU$MUFG$DOV
$132M
65 positions
#2Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MUFG$DOV$NU
$701M
111 positions
#3Financial Planning Fort Collins, LLCSmart money
Some overlap · 3 shared positions
$DOV$MUFG$NU
$137M
34 positions
#4Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$NU
$59.1B
675 positions
#5RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MUFG$NU$DOV
$914M
124 positions
#6VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DOV$MUFG$NU
$29.4B
715 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.