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Hedge Funds Similar to Townsend Financial Planning,

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

Townsend Financial Planning, LLC is an institutional investor managing $103M across 29 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 Townsend Financial Planning, are Beta Wealth Group,, SENTINEL WEALTH ,, Fund Evaluation Group,, with shared positions in $DHR, $SNOW, $AFRM, $SCHW, $IAUM. The full ranking of 25 similar funds is below.

#1Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$DHR$SNOW$AFRM
$242M
112 positions
#2SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$DHR$SNOW$SCHW
$125M
39 positions
#3Fund Evaluation Group, LLCSmart money
Notable overlap · 4 shared positions
$DHR$SNOW$AFRM$SCHW
$3.3B
73 positions
#4Hardy Reed LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$SCHW
$1.4B
243 positions
#5WealthCollab, LLCPassive
Some overlap · 4 shared positions
$DHR$SNOW$AFRM$SCHW
$243M
977 positions
#6Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$749M
23 positions
#7CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$DHR$AFRM$SCHW$SNOW
$185M
76 positions
#8Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$262M
186 positions
#9PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$1.4B
283 positions
#10CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DHR$SCHW$AFRM
$324M
77 positions
#11Downshift Financial, LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$193M
77 positions
#12Manuka Financial, LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$162M
56 positions
#13LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$1.0B
232 positions
#14D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$DHR$AFRM$SCHW
$11.2B
44 positions
#15FC Advisory LLCActive
Some overlap · 4 shared positions
$DHR$SNOW$SCHW$AFRM
$342M
115 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$DHR$SNOW$AFRM$SCHW
$721M
145 positions
#17Burk Holdings LLCPassive
Some overlap · 3 shared positions
$DHR$SNOW$SCHW
$233M
676 positions
#18Geneos Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$DHR$SNOW$SCHW
$4.3B
2,465 positions
#19Westfuller Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAUM$SNOW$AFRM$SCHW
$232M
756 positions
#20Life Planning Partners, IncActive
Slight overlap · 3 shared positions
$DHR$SNOW$SCHW
$131M
68 positions
#21MorganRosel Wealth Management, LLCActive
Slight overlap · 3 shared positions
$IAUM$SNOW$DHR
$254M
103 positions
#22CMH Wealth Management LLCPassive
Slight overlap · 3 shared positions
$DHR$SNOW$SCHW
$583M
113 positions
#23Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$DHR$IAUM$SCHW
$480M
160 positions
#24World Investment AdvisorsPassive
Slight overlap · 3 shared positions
$DHR$SNOW$SCHW
$6.2B
1,572 positions
#25Patriot Financial Group Insurance Agency, LLCPassive
Slight overlap · 3 shared positions
$DHR$SNOW$SCHW
$1.8B
701 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.