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 Donalies Financial Planning,

13F Portfolio OverlapQ1 2026Donalies Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

Donalies Financial Planning, LLC is an institutional investor managing $117M across 74 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 Donalies Financial Planning, are Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Verus Financial Partners,, Sterling Financial Planning,, with shared positions in $NKE, $UNIT, $BRZE, $KKR, $SNOW, $NSC. The full ranking of 25 similar funds is below.

#1Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 8 shared positions

$NKE $UNIT $BRZE $KKR $SNOW $NSC

$111M

63 positions

#2Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$NKE $UNIT $BRZE $SNOW $DDOG $IAU

$1.1B

121 positions

#3Sterling Financial Planning, Inc.Active

Notable overlap · 9 shared positions

$NKE $KKR $SNOW $DDOG $SCHW $UNIT

$337M

117 positions

#4Altiora Financial Group, LLCActive

Notable overlap · 8 shared positions

$NKE $BRZE $SNOW $NEE $DDOG $NSC

$607M

110 positions

#5Glass Jacobson Investment Advisors llcPassive

Notable overlap · 8 shared positions

$NKE $UNIT $NEE $KKR $DDOG $SNOW

$290M

607 positions

#6Fonville Wealth Management LLCPassive

Notable overlap · 10 shared positions

$NKE $SNOW $SCHW $KKR $HUM $BRZE

$525M

138 positions

#7Sterling Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$NKE $UNIT $BRZE $SCHW $KKR $MAR

$364M

112 positions

#8DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$NKE $SNOW $SCHW $UNIT $NEE $HUM

$249M

92 positions

#9Pillar Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$NKE $UNIT $SNOW $IAU $BRZE

$171M

106 positions

#10CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 7 shared positions

$NKE $BRZE $SCHW $UNIT $KKR $IAU

$532M

162 positions

#11FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 8 shared positions

$NKE $SNOW $NEE $UNIT $HUM $SCHW

$754M

345 positions

#12Clarity Capital Advisors, LLCActive

Notable overlap · 9 shared positions

$BRZE $KKR $SNOW $SCHW $UNIT $NKE

$215M

95 positions

#13Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $DDOG $NKE

$473M

582 positions

#14Opus Financial Solutions LLCPassive

Notable overlap · 7 shared positions

$NKE $SNOW $SCHW $HUM $BRZE $IAU

$106M

103 positions

#15Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $SNOW $BRZE $SCHW $NEE $IAU

$950M

192 positions

#16Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$NKE $SNOW $SCHW $DDOG $IAU $UNIT

$228M

72 positions

#17Index Fund Advisors, Inc.Smart money

Notable overlap · 6 shared positions

$NKE $BRZE $MAR $UNIT $SCHW $NEE

$2.2B

127 positions

#18Disciplined Investments, LLCPassive

Notable overlap · 8 shared positions

$NKE $SCHW $NEE $DDOG $SNOW $UNIT

$279M

141 positions

#19Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$NKE $UNIT $KKR $HUM

$116M

77 positions

#20TOBIAS FINANCIAL ADVISORS, INC.Active

Notable overlap · 8 shared positions

$NKE $SNOW $SCHW $HUM $GMM $UNIT

$718M

143 positions

#21ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 7 shared positions

$NKE $BRZE $UNIT $SNOW $DDOG $HUM

$753M

159 positions

#22LAM GROUP, INC.Passive

Notable overlap · 6 shared positions

$NKE $UNIT $MAR $SCHW $NSC $NEE

$182M

136 positions

#23Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $BRZE $SNOW $SCHW $NEE

$1.4B

58 positions

#24OMNI 360 Wealth, Inc.Passive

Notable overlap · 6 shared positions

$NKE $KKR $SNOW $HUM $DDOG $NEE

$194M

125 positions

#25Savant Capital, LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $NEE $DDOG $UNIT $BRZE

$20.7B

1,500 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.