13F Pro

Hedge Funds Similar to ACTION POINT FINANCIAL PLANNING,

13F Portfolio OverlapQ1 2026ACTION POINT FINANCIAL PLANNING, portfolio →
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Most similar hedge funds by 13F overlap

ACTION POINT FINANCIAL PLANNING, LLC is an institutional investor managing $112M across 69 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 ACTION POINT FINANCIAL PLANNING, are Shotwell Rutter Baer, RW Investment, Ballast Financial Advisors, with shared positions in $AMN, $COP, $USB, $NOW, $AFRM. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Substantial overlap · 4 shared positions
$AMN$COP$USB$NOW
$170M
38 positions
#2RW Investment Management LLCActive
Notable overlap · 3 shared positions
$AMN$COP$USB
$1.0B
113 positions
#3Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$USB$COP
$98M
68 positions
#4Fort Vancouver Investment Management, LLCActive
Notable overlap · 4 shared positions
$AMN$COP$NOW$AFRM
$197M
59 positions
#5Morton Brown Family Wealth, LLCActive
Notable overlap · 4 shared positions
$AMN$USB$COP$NOW
$378M
292 positions
#6SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$AMN$COP$USB$NOW
$154M
39 positions
#7Avant Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$AMN$COP
$142M
65 positions
#8Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$NOW$USB
$718M
278 positions
#9Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$USB$NOW
$228M
72 positions
#10FINANCIAL MANAGEMENT NETWORK INCPassive
Notable overlap · 3 shared positions
$AMN$USB$COP
$653M
191 positions
#11Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 3 shared positions
$AMN$USB$COP
$1.1B
81 positions
#12Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$USB$NOW
$3.5B
378 positions
#13Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$COP$USB$AMN
$284M
91 positions
#14Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$COP$USB$AFRM
$184M
157 positions
#15NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$NOW
$5.0B
51 positions
#16Seaside Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$COP$USB$AMN
$356M
65 positions
#17Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$AMN$NOW
$318M
87 positions
#18Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$AMN$AFRM$NOW
$242M
112 positions
#19Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$USB$COP$AFRM$NOW
$167M
76 positions
#20Rialto Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$COP$AMN$USB
$445M
1,730 positions
#21Greenspring Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$AMN
$1.6B
318 positions
#22Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 4 shared positions
$COP$USB$AMN$NOW
$5.8B
996 positions
#23Oakwell Private Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$AMN$COP$USB
$560M
79 positions
#24W.H. Cornerstone Investments Inc.Passive
Notable overlap · 3 shared positions
$COP$USB$AMN
$160M
129 positions
#25LIBRA WEALTH LLCSmart money
Notable overlap · 3 shared positions
$AMN$AFRM$NOW
$355M
66 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.