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Hedge Funds Similar to ATX Financial Planning

13F Portfolio OverlapQ3 2026ATX Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

ATX Financial Planning, LLC is an institutional investor managing $156M across 79 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ATX Financial Planning are Cushing Partners, Upper Left Wealth, TME FINANCIAL, with shared positions in $IAU, $BTC, $KKR, $CEG, $IBIT, $ABT. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$BTC$KKR$CEG
$163M
113 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$BTC$IBIT
$193M
68 positions
#3TME FINANCIAL, INC.Active
Notable overlap · 3 shared positions
$IAU$BTC$IBIT
$163M
70 positions
#4VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$ABT
$399M
99 positions
#5Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$ABT
$497M
120 positions
#6Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$BX$IBIT
$405M
118 positions
#7Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$BX
$2.8B
691 positions
#8Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$ABT$IBIT
$534M
406 positions
#9Reliant Wealth PlanningSmart money
Notable overlap · 4 shared positions
$BTC$ETH$IAU$IBIT
$364M
54 positions
#10BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$ABT$IAU$BX
$309M
64 positions
#11TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$CEG
$142M
107 positions
#12Lalia Capital, LLCActive
Notable overlap · 4 shared positions
$APO$BX$KKR$IBIT
$206M
15 positions
#13Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$BX$CEG
$142M
408 positions
#14National Philanthropic TrustActive
Some overlap · 4 shared positions
$APO$BX$IAU$KKR
$6.9B
409 positions
#15Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$BX
$284M
112 positions
#16Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$BX$IBIT$APO
$490M
134 positions
#17LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$IAU$ABT$CEG$KKR
$248M
91 positions
#18Verde Capital ManagementActive
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$541M
80 positions
#19KALEIDOSCOPE CAPITAL LPActive
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$271M
16 positions
#20Enstar Group LTDActive
Some overlap · 3 shared positions
$APO$BX$KKR
$216M
9 positions
#21Partners Group Holding AGActive
Some overlap · 3 shared positions
$APO$BX$KKR
$1.5B
52 positions
#22Spinecap SASActive
Some overlap · 3 shared positions
$APO$BX$KKR
$335M
16 positions
#23BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$APO$BX$ABT
$5.1B
201 positions
#24ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$BTC$IBIT
$180M
109 positions
#25TSFG, LLCPassive
Some overlap · 4 shared positions
$ABT$IAU$IBIT$CEG
$434M
672 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.