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Hedge Funds Similar to Financial Planning Fort Collins,

13F Portfolio OverlapQ1 2026Financial Planning Fort Collins, portfolio →
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Most similar hedge funds by 13F overlap

Financial Planning Fort Collins, LLC is an institutional investor managing $132M across 33 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 Financial Planning Fort Collins, are Xena Financial Planning,, Brio Consultants,, Archer Investment ,, with shared positions in $GMM, $NOW, $DOV, $NU, $MUFG, $ABT. The full ranking of 25 similar funds is below.

#1Xena Financial Planning, LLCActive
Some overlap · 5 shared positions
$GMM$NOW$DOV$NU$MUFG
$89M
33 positions
#2Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$NOW$NU
$818M
152 positions
#3Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$NOW$MUFG
$238M
108 positions
#4MA Private WealthActive
Some overlap · 3 shared positions
$GMM$NOW$MUFG
$591M
86 positions
#5JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$NOW$MUFG
$1.2B
819 positions
#6TPG Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$NU$MUFG$NOW
$307M
76 positions
#7Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$GMM$NOW$MUFG
$394M
100 positions
#8Affiance Financial, LLCActive
Some overlap · 5 shared positions
$GMM$DOV$NOW$MUFG$NU
$617M
106 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$GMM$NOW$ABT
$2.3B
143 positions
#10Opes Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$NU$MUFG
$609M
146 positions
#11Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$NU$MUFG
$157M
117 positions
#12Mascoma Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$NOW$MUFG
$484M
515 positions
#13GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$NOW$DOV$MUFG
$2.8B
853 positions
#14Brooklyn FI, LLCActive
Slight overlap · 3 shared positions
$GMM$NOW$MUFG
$476M
78 positions
#15VICUS CAPITALActive
Slight overlap · 3 shared positions
$GMM$NOW$NU
$1.4B
250 positions
#16OLIO Financial PlanningSmart money
Slight overlap · 3 shared positions
$GMM$NOW$MUFG
$361M
72 positions
#17Neumann Capital Management, LLCActive
Slight overlap · 4 shared positions
$DOV$NOW$NU$MUFG
$340M
102 positions
#18GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Slight overlap · 3 shared positions
$WWD$NOW$ABT
$328M
83 positions
#19Higgins & Schmidt Wealth Strategies LLCActive
Slight overlap · 3 shared positions
$GMM$NOW$MUFG
$219M
63 positions
#20HILLTOP WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$GMM$NOW$MUFG
$167M
53 positions
#21Alliance Wealth Management GroupActive
Slight overlap · 3 shared positions
$GMM$NOW$DOV
$457M
97 positions
#22TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Slight overlap · 4 shared positions
$GMM$NOW$NU$MUFG
$26.0B
702 positions
#23Stanich Group LLCSmart money
Slight overlap · 3 shared positions
$GMM$NOW$MUFG
$131M
47 positions
#24TRUE BLUE FINANCIAL, LLCActive
Slight overlap · 4 shared positions
$NOW$GMM$NU$MUFG
$127M
52 positions
#25BSW Wealth PartnersPassive
Slight overlap · 3 shared positions
$NOW$DOV$NU
$819M
312 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.