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Hedge Funds Similar to Arnold Financial Planning

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

Arnold Financial Planning LLC is an institutional investor managing $134M across 41 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 Arnold Financial Planning are Moisand Fitzgerald Tamayo,, Reliant Wealth Planning, DROMS STRAUSS ADVISORS /MO/ /ADV, with shared positions in $SNOW, $IAU, $HLT, $SSL. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$SNOW$IAU$HLT
$931M
518 positions
#2Reliant Wealth PlanningActive
Substantial overlap · 4 shared positions
$SNOW$SSL$HLT$IAU
$331M
51 positions
#3DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 3 shared positions
$SNOW$SSL$HLT
$383M
77 positions
#4HARBOR ADVISORY CORP /MA/Passive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$333M
79 positions
#5Conrad Siegel Investment Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$554M
63 positions
#6Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SNOW$SSL$HLT$IAU
$148M
44 positions
#7Mendota Financial Group, LLCActive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$135M
32 positions
#8Wilkins Miller Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$165M
89 positions
#9NOVEM GROUPPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$873M
437 positions
#10MCF Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$2.3B
1,338 positions
#11InvesTrustPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$238M
91 positions
#12Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$129M
51 positions
#13Granite Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$229M
129 positions
#14LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$HLT$SSL
$135M
83 positions
#15Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$HLT$SSL$SNOW
$254M
108 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Slight overlap · 3 shared positions
$SNOW$HLT$SSL
$257M
109 positions
#17ALTERNA WEALTH MANAGEMENT, INCPassive
Slight overlap · 3 shared positions
$IAU$HLT$SSL
$132M
105 positions
#184J Wealth Management LLCActive
Slight overlap · 3 shared positions
$IAU$HLT$SSL
$176M
101 positions
#19SPINNAKER TRUSTActive
Slight overlap · 3 shared positions
$IAU$SSL$HLT
$1.8B
285 positions
#20COWA, LLCActive
Slight overlap · 3 shared positions
$IAU$HLT$SSL
$371M
158 positions
#21SONATA CAPITAL GROUP INCPassive
Slight overlap · 3 shared positions
$SNOW$HLT$SSL
$271M
123 positions
#22Sightline Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$SNOW$HLT$SSL
$236M
91 positions
#23Straight Path Wealth ManagementActive
Slight overlap · 3 shared positions
$IAU$SSL$HLT
$374M
129 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 3 shared positions
$HLT$SSL$IAU
$1.9B
194 positions
#25MV CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$HLT$SSL$SNOW
$1.0B
1,197 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.