What hedge funds are most similar to Financial Planning Hawaii, Inc.?

The funds with the most similar 13F portfolios to Financial Planning Hawaii, Inc. are Juno Financial Group, Aurdan ,, Evergreen Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Financial Planning Hawaii,

13F Portfolio OverlapQ1 2026Financial Planning Hawaii, portfolio →

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Most similar hedge funds by 13F overlap

Financial Planning Hawaii, Inc. is an institutional investor managing $170M across 123 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 Hawaii, are Juno Financial Group, Aurdan ,, Evergreen Wealth ,, with shared positions in $HUM, $BRZE, $KKR, $LMT, $CMI, $AMGN. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$HUM $BRZE $KKR $LMT $CMI

$255M

70 positions

#2Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$HUM $AMGN $ROST $ITW $AFL $KR

$333M

88 positions

#3Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $LMT $AMGN

$194M

54 positions

#4Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $AMGN

$341M

64 positions

#5Mendel Capital Management LLCPassive

Notable overlap · 6 shared positions

$HUM $AMGN $LMT $VZ $KR $AFL

$199M

97 positions

#6Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $KKR

$104M

20 positions

#7Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $GLDM $KKR $GD

$356M

180 positions

#8BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KKR

$689M

134 positions

#9Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$3.0B

455 positions

#10New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $GLDM $KKR

$866M

194 positions

#11Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$HUM $KKR $AMGN $VZ $CMI $GD

$277M

154 positions

#12McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $AMGN

$169M

79 positions

#13STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HUM $AMGN $ITW $GD $NOC

$547M

180 positions

#14Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KKR

$163M

55 positions

#15D.B. Root & Company, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $CMI $LMT

$419M

191 positions

#16FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $AMGN

$176M

104 positions

#17Calder Financial LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $VZ $KKR

$101M

40 positions

#18Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $GLDM

$255M

1,563 positions

#19SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$HUM $KKR $VZ $AMGN $KR

$212M

66 positions

#20Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $AMGN $VZ

$180M

359 positions

#21WIMMER ASSOCIATES 1, LLCPassive

Notable overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$205M

110 positions

#22Aberdeen Wealth Management LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $AMGN

$219M

179 positions

#23Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$98M

197 positions

#24Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $BRZE $GLDM

$223M

41 positions

#25Investment Management Trust, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $LMT $CMI

$103M

81 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.