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Hedge Funds Similar to Oath Planning,

13F Portfolio OverlapQ1 2026Oath Planning, portfolio →
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Most similar hedge funds by 13F overlap

Oath Planning, LLC is an institutional investor managing $113M across 69 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 Oath Planning, are ASPIRIANT,, Opal Wealth Advisors,, Mason Investment Advisory Services,, with shared positions in $UNIT, $CTVA, $NKE, $SCHW, $IBM, $AMN. The full ranking of 25 similar funds is below.

#1ASPIRIANT, LLCActive
Notable overlap · 4 shared positions
$UNIT$CTVA$NKE$SCHW
$3.5B
338 positions
#2Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$IBM$AMN
$442M
606 positions
#3Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 4 shared positions
$UNIT$AMN$API$SCHW
$2.2B
79 positions
#4Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$SCHW$IBM
$543M
103 positions
#5Financial Advisory CorpSmart money
Notable overlap · 3 shared positions
$UNIT$SCHW$MCD
$720M
51 positions
#6Aurelius Family Office LLCActive
Notable overlap · 3 shared positions
$UNIT$NKE$CTVA
$230M
47 positions
#7TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UNIT$SCHW$DOV
$251M
66 positions
#8Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$DOV
$313M
119 positions
#9Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$UNIT$SCHW$SLV$DOV
$950M
192 positions
#10LAM GROUP, INC.Passive
Notable overlap · 5 shared positions
$UNIT$NKE$SCHW$AMN$IBM
$182M
136 positions
#11Family CFO IncActive
Notable overlap · 3 shared positions
$UNIT$NKE$SCHW
$223M
41 positions
#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 3 shared positions
$UNIT$NKE$DOV
$111M
63 positions
#13Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$DOV
$1.4B
58 positions
#14RF&L WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UNIT$NKE$CTVA
$134M
52 positions
#15Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$NKE$DOV
$171M
106 positions
#16Rodgers & Associates, LTDActive
Notable overlap · 4 shared positions
$UNIT$SLV$SCHW$CTVA
$982M
101 positions
#17WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$DOV
$453M
74 positions
#18Zeit Capital LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$IBM
$149M
52 positions
#19Asset Management Group, Inc.Passive
Notable overlap · 4 shared positions
$UNIT$CTVA$SCHW$DOV
$619M
138 positions
#20FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$UNIT$AMN$SCHW
$176M
104 positions
#21Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$NKE$MCD$SCHW
$364M
112 positions
#22Clayton Financial Group LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$NKE$PNC$IBM
$195M
614 positions
#23Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$AMN$DOV
$743M
264 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$UNIT$NKE$DOV$IBM$ELV
$1.1B
121 positions
#25Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$CTVA$PNC
$518M
140 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.