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Hedge Funds Similar to Financial Planning Navigators

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

Financial Planning Navigators CORP is an institutional investor managing $274M across 72 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 Financial Planning Navigators are NavPoint Financial, PENOBSCOT WEALTH, My Portfolio Guide, with shared positions in $GLDM, $DOV, $PLTR, $MMM, $PM, $CEF. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Substantial overlap · 4 shared positions
$GLDM$DOV$PLTR$MMM
$283M
75 positions
#2PENOBSCOT WEALTH MANAGEMENTActive
Substantial overlap · 3 shared positions
$GLDM$DOV$MMM
$388M
120 positions
#3My Portfolio Guide, LLC
Substantial overlap · 3 shared positions
$GLDM$PM$PLTR
$181M
166 positions
#43EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$GLDM$CEF$DOV
$2.2B
94 positions
#5Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$ASML$PLTR
$378M
224 positions
#6Integrity Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$PLTR
$271M
129 positions
#7PALLADIEM, LLCActive
Notable overlap · 3 shared positions
$GLDM$ASML$NVS
$103M
136 positions
#8Chatterton & Associates Inc.Active
Notable overlap · 3 shared positions
$GLDM$DOV$ASML
$170M
101 positions
#9Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$ASML$DOV
$474M
148 positions
#10Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$PLTR$PM
$251M
74 positions
#11American National Bank of TexasActive
Notable overlap · 3 shared positions
$GLDM$DOV$PM
$109M
52 positions
#12Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$PM
$115M
76 positions
#13AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$DOV$PM$ASML
$840M
251 positions
#14Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$NVS$ASML
$686M
311 positions
#15Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$ASML$PLTR
$444M
935 positions
#16Bleakley Financial Group, LLCPassive
Some overlap · 4 shared positions
$CEF$DOV$ASML$PM
$7.9B
944 positions
#17MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$CEF$GLDM$NVS
$875M
51 positions
#18Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$DOV$PM
$1.1B
109 positions
#19Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$DOV$PM
$166M
570 positions
#20CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$PLTR
$184M
143 positions
#21Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$ASML$NVS
$490M
80 positions
#22PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$PLTR
$312M
131 positions
#23SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$PLTR$GLDM
$4.4B
4,126 positions
#24Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$DOV
$753M
338 positions
#25Three Magnolias Financial Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$PLTR$PM
$167M
106 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.