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Hedge Funds Similar to ATLas Financial Planning

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

ATLas Financial Planning LLC is an institutional investor managing $112M 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 ATLas Financial Planning are Shotwell Rutter Baer, Capstone Wealth ,, Financial Futures Ltd Liability, with shared positions in $AMN, $USB, $NKE, $SO, $BRZE, $DHR. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$AMN$USB$NKE
$170M
38 positions
#2Capstone Wealth Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NKE$SO$BRZE$DHR
$143M
50 positions
#3Financial Futures Ltd Liability Co.Active
Substantial overlap · 3 shared positions
$USB$AMN$NKE
$228M
72 positions
#4JDH Wealth Management, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$BRZE$DOV$DHR
$148M
54 positions
#5Golden Bell Financial Planning LLCActive
Substantial overlap · 4 shared positions
$AMN$USB$NKE$DOV
$125M
37 positions
#6COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$BRZE$DHR
$97M
56 positions
#7Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$DOV
$556M
61 positions
#8Plancorp, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$BAC$USB
$3.5B
378 positions
#9KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SO$MAR
$522M
97 positions
#10Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$WT
$337M
41 positions
#11Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$USB$WT
$1.5B
686 positions
#12Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$USB$DOV
$1.1B
81 positions
#13McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$DOV$WT
$119M
65 positions
#14COWA, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$WT
$371M
158 positions
#15Burk Holdings LLCPassive
Substantial overlap · 5 shared positions
$AMN$NKE$WT$DHR$BAC
$233M
676 positions
#16ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 6 shared positions
$NKE$AMN$SO$SAN$DOV$MAR
$158M
125 positions
#17EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$BRZE
$377M
64 positions
#18Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$WT$BAC
$266M
69 positions
#19POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$BAC
$127M
130 positions
#20BENNINGFIELD FINANCIAL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$127M
18 positions
#21Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$179M
70 positions
#22Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$NKE$AMN$WT$DOV$BRZE
$398M
88 positions
#23Ballast Financial Advisors LLCActive
Notable overlap · 6 shared positions
$AMN$USB$DOV$BRZE$DHR$BAC
$98M
68 positions
#24Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$NKE$BRZE
$2.1B
152 positions
#25Lauterbach Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$MAR
$205M
79 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.