What hedge funds are most similar to Reality Financial Planning Services, LLC?

The funds with the most similar 13F portfolios to Reality Financial Planning Services, LLC are Ariston Services Group, FIDELIS iM,, SWAN, 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 Reality Financial Planning Services,

13F Portfolio OverlapQ1 2026Reality Financial Planning Services, portfolio →

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Most similar hedge funds by 13F overlap

Reality Financial Planning Services, LLC is an institutional investor managing $104M across 20 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 Reality Financial Planning Services, are Ariston Services Group, FIDELIS iM,, SWAN, with shared positions in $HUM, $KKR, $SNOW, $SCHW, $WT, $BRZE. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $KKR $SNOW $SCHW

$167M

71 positions

#2FIDELIS iM, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $WT $BRZE $SCHW

$264M

25 positions

#3SWAN Capital LLCPassive

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$272M

554 positions

#4Seneca Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$341M

64 positions

#5Juno Financial Group LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $BRZE $SCHW

$255M

70 positions

#6SimpliFi, Inc.Smart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$238M

43 positions

#7Western Pacific Wealth Management, LPActive

Substantial overlap · 4 shared positions

$HUM $KKR $SCHW $BRZE

$98M

197 positions

#8Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$187M

121 positions

#9Sherman Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$HUM $KKR $WT

$116M

80 positions

#10McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$HUM $BRZE $SNOW

$192M

27 positions

#11truNorth Financial Services, Inc.Active

Substantial overlap · 3 shared positions

$KKR $WT $HUM

$97M

49 positions

#12Martel Wealth Advisors IncSmart money

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$587M

73 positions

#13Forum Private Client Group LLCActive

Substantial overlap · 3 shared positions

$KKR $HUM $SNOW

$300M

80 positions

#14360 Financial, Inc.Active

Substantial overlap · 3 shared positions

$HUM $SNOW $KKR

$332M

80 positions

#15CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SNOW $BRZE

$121M

54 positions

#16Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$3.0B

455 positions

#17Keystone Financial Group, Inc.Active

Notable overlap · 4 shared positions

$HUM $SCHW $TXN $WT

$192M

134 positions

#18Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$251M

83 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $KKR $HUM $SCHW $BRZE

$365M

111 positions

#20Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $SNOW $KKR

$484M

76 positions

#21Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $WT $HUM

$116M

77 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $HUM $SCHW

$90M

65 positions

#23FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SCHW

$176M

104 positions

#24INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $TXN $HUM

$803M

181 positions

#25Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$123M

33 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.