13F Pro

Hedge Funds Similar to Financial Planning Hawaii

13F Portfolio OverlapQ2 2026Financial Planning Hawaii portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Planning Hawaii, Inc. is an institutional investor managing $186M across 134 U.S. equity positions as of Q2 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 Weaver C. Barksdale & Associates, CONNING, Exeter Financial, with shared positions in $AMGN, $CMI, $LMT, $ITW, $GD, $SNA. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 7 shared positions
$AMGN$CMI$LMT$ITW$GD$SNA
$111M
62 positions
#2CONNING INC.Passive
Notable overlap · 7 shared positions
$AMGN$CMI$LMT$TRV$ITW$GD
$3.3B
327 positions
#3Exeter Financial, LLCPassive
Notable overlap · 7 shared positions
$AMGN$TRV$GD$LMT$ITW$VZ
$261M
101 positions
#4Buck Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$GLDM$AMGN$LMT$VZ$KR
$956M
1,170 positions
#5UNITED BANKActive
Some overlap · 6 shared positions
$AMGN$CMI$ITW$GD$LMT$AFL
$853M
130 positions
#6Grey Ledge Advisors, LLCPassive
Some overlap · 7 shared positions
$AMGN$CMI$TRV$LMT$GD$SNA
$498M
248 positions
#7Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$LMT$AMGN$GD$AXP$SNA$DE
$142M
106 positions
#8Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$LMT$AMGN$GD$AXP$VZ$DE
$181M
81 positions
#9Sierra Legacy GroupPassive
Some overlap · 5 shared positions
$LMT$CMI$ROST$GD$NOC
$129M
79 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 6 shared positions
$AMGN$TRV$ITW$GD$AXP$AFL
$906M
153 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMGN$LMT$ITW$GD$DE
$214M
33 positions
#12Mendel Capital Management LLCActive
Some overlap · 6 shared positions
$AMGN$LMT$VZ$AFL$AXP$KR
$222M
99 positions
#13Integras Partners LLCPassive
Some overlap · 4 shared positions
$AMGN$LMT$CMI$ITW
$181M
100 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$CMI$AMGN$VZ$ITW$LMT$DE
$239M
126 positions
#15Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$AMGN$CMI$GD$VZ$AFL
$316M
157 positions
#16Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$CMI$TRV$GD$ITW$AFL$NOC
$134M
103 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AMGN$LMT$CMI$AFL$DE
$124M
100 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$LMT$TRV$VZ$AXP
$515M
142 positions
#19Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$LMT$ITW$GD$AFL
$817M
89 positions
#20ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ROST$AMGN$LMT$GD$ITW$NOC
$286M
144 positions
#21SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 4 shared positions
$AMGN$LMT$ITW$GD
$1.8B
176 positions
#22Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$AMGN$ROST$ITW$AFL$KR
$394M
99 positions
#23CROBANPassive
Some overlap · 5 shared positions
$AMGN$LMT$GD$NOC$KR
$227M
81 positions
#24Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$CMI$LMT$TRV$AXP$DE$AMGN
$540M
77 positions
#25Somerset Trust CoPassive
Some overlap · 5 shared positions
$AMGN$ITW$GD$ROST$AFL
$354M
186 positions

Compare Financial Planning Hawaii’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Financial Planning Hawaii’s holdings

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.