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 ATX Financial Planning,

13F Portfolio OverlapQ1 2026ATX Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

ATX Financial Planning, LLC is an institutional investor managing $132M across 81 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 ATX Financial Planning, are Reliant Wealth Planning, Triton Financial Group, Financial Council,, with shared positions in $LEN, $BTC, $ETH, $IAU, $WT, $ARKO. The full ranking of 25 similar funds is below.

#1Reliant Wealth PlanningActive

Notable overlap · 4 shared positions

$LEN $BTC $ETH $IAU

$331M

51 positions

#2Triton Financial Group IncPassive

Notable overlap · 3 shared positions

$LEN $WT $ARKO

$57M

62 positions

#3Financial Council, LLCActive

Notable overlap · 4 shared positions

$LEN $MAR $ABT $CEG

$259M

101 positions

#4PTM WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$LEN $CEG $KKR

$189M

56 positions

#5Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$LEN $MAR $AGQ

$216M

89 positions

#6GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 3 shared positions

$LEN $MS $ABT

$1.2B

148 positions

#7Financial Services Advisory IncActive

Notable overlap · 3 shared positions

$LEN $AGQ $WT

$210M

58 positions

#8NewCorp Financial Services, Inc.Active

Notable overlap · 4 shared positions

$LEN $LAMR $WT $IBIT

$115M

50 positions

#9Winthrop Advisory Group LLCActive

Notable overlap · 4 shared positions

$LEN $RELX $WT $MS

$1.2B

195 positions

#10STAGE HARBOR FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$LEN $MS $MAR

$151M

61 positions

#11Hopwood Financial Services, Inc.Active

Notable overlap · 4 shared positions

$LEN $MAR $RELX $ABT

$148M

83 positions

#12Cushing Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $AGQ $BTC $KKR $CEG

$130M

96 positions

#13Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$LEN $AGQ $WT

$122M

348 positions

#14Physician Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$LEN $MS $MAR $AGQ

$719M

2,057 positions

#15Carmel Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$LEN $AGQ $APO $WT

$277M

118 positions

#16Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$IAU $MAR $RELX $WT

$589M

138 positions

#17PlanVest Financial, IncPassive

Notable overlap · 6 shared positions

$LEN $AGQ $WT $IAU $MS $ABT

$131M

565 positions

#18Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$LEN $MS $KKR

$121M

79 positions

#19Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$LEN $IAU $KKR

$115M

115 positions

#20TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$IAU $MS $KKR $IBIT

$144M

65 positions

#21Well Done, LLCActive

Some overlap · 4 shared positions

$IAU $MS $WT $ABT

$681M

197 positions

#22GM Advisory Group, LLCActive

Some overlap · 3 shared positions

$IAU $LEN $IBIT

$2.6B

374 positions

#23Trademark Financial Management, LLCPassive

Some overlap · 3 shared positions

$IAU $MS $WT

$204M

102 positions

#24Premier Path Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$LEN $MS $WT $MAR

$767M

398 positions

#25Holos Integrated Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $WT $IBIT

$198M

412 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.