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Hedge Funds Similar to Donalies Financial Planning

13F Portfolio OverlapQ2 2026Donalies Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Donalies Financial Planning, LLC is an institutional investor managing $136M across 78 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Donalies Financial Planning are Maytus, Coston, McIsaac & Partners, EDGAR LOMAX, with shared positions in $STX, $TXN, $T, $NEE, $SBUX, $DOV. The full ranking of 25 similar funds is below.

#1Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$STX$TXN$T
$636M
62 positions
#2Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$TXN$NEE$SBUX$DOV
$497M
948 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$NEE$SBUX$T
$1.3B
58 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$TXN$SBUX$NEE
$1.2B
106 positions
#5Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$TXN$NEE$STX
$169M
84 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$NEE$T
$239M
126 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STX$TXN$DOV
$418M
232 positions
#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$STX$TXN$NEE
$272M
149 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$SBUX$NEE$T
$151M
70 positions
#10Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$TXN$NEE$DOV
$208M
86 positions
#11Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$TXN$SBUX$NEE
$120M
49 positions
#12CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$TXN$NEE$DOV
$1.1B
157 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$TXN$NEE$T
$1.7B
256 positions
#14Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$STX$T$TXN
$866M
147 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TXN$SBUX$T
$233M
122 positions
#16SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SBUX$TXN$NEE
$3.0B
340 positions
#17Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$TXN$DOV$NEE
$1.1B
106 positions
#18UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$TXN$DOV$STX
$863M
423 positions
#19Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$NEE$STX$T
$723M
260 positions
#20Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$SBUX$DOV$NEE
$108M
90 positions
#21Aspen Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$DOV$SBUX
$453M
83 positions
#22Stack Financial Management, IncActive
Some overlap · 3 shared positions
$NEE$T$DOV
$1.3B
54 positions
#23Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$SBUX$DOV
$170M
121 positions
#24Farmers National BankPassive
Some overlap · 3 shared positions
$NEE$SBUX$T
$479M
180 positions
#25Evansbrook LLCActive
Some overlap · 3 shared positions
$STX$NEE$TXN
$168M
127 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.