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Hedge Funds Similar to Financial Planning Navigators

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

Financial Planning Navigators CORP is an institutional investor managing $228M across 51 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 Planning Navigators are Astoria Strategic Wealth,, Newton One Investments, Topsail Wealth ,, with shared positions in $DDOG, $MKL, $DOV, $TXN, $PLTR, $NVS. The full ranking of 25 similar funds is below.

#1Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$DDOG$MKL$DOV
$394M
37 positions
#2Newton One Investments LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$DOV
$368M
121 positions
#3Topsail Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$TXN
$678M
294 positions
#4CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$DDOG$TXN$PLTR$DOV$NVS
$157M
130 positions
#5Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$TXN
$182M
57 positions
#6PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$CEF$MKL$TXN
$361M
67 positions
#7TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CEF$MKL$DOV
$106M
70 positions
#8MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$DDOG$MKL$CEF$NVS
$240M
234 positions
#9Bleakley Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$DDOG$DOV
$6.4B
760 positions
#10Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$CEF$DDOG$DOV
$81M
67 positions
#11BSW Wealth PartnersPassive
Some overlap · 3 shared positions
$DDOG$PLTR$DOV
$819M
312 positions
#12Lexington Hill Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$PLTR$NVS
$177M
78 positions
#13Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$DOV$IBIT
$661M
123 positions
#14Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$IBIT
$488M
115 positions
#15CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$DOV
$6.8B
222 positions
#16Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$DOV
$374M
86 positions
#17GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$TXN
$2.8B
853 positions
#18Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$DOV$MKL
$478M
42 positions
#19West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$IBIT$DOV
$589M
193 positions
#20RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DDOG$PLTR$IBIT
$618M
216 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$DDOG$DOV$NVS
$578M
118 positions
#22VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$MKL$DDOG$DOV
$335M
505 positions
#23Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$DDOG$TXN
$5.8B
439 positions
#24Smith Partners Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$TXN$DDOG
$112M
76 positions
#25Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$DDOG$TXN$MKL
$318M
87 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.