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Hedge Funds Similar to Larry Mathis Financial Planning,

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

Larry Mathis Financial Planning, LLC is an institutional investor managing $124M across 149 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 Larry Mathis Financial Planning, are Landmark Wealth ,, IAM Advisory,, TOTH FINANCIAL ADVISORY, with shared positions in $AGQ, $BAC, $C, $LMT, $SHEL, $WFC. The full ranking of 25 similar funds is below.

#1Landmark Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$AGQ$BAC$C$LMT$SHEL$WFC
$373M
148 positions
#2IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$AGQ$NVS$SHW$GILD$LMT
$446M
95 positions
#3TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 3 shared positions
$AGQ$MCD$SHW
$911M
918 positions
#4MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$AGQ$SHW$SAN
$147M
52 positions
#5Stack Financial Management, IncActive
Notable overlap · 4 shared positions
$AGQ$COP$UPS$LMT
$1.4B
52 positions
#6Deane Retirement Strategies, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$LMT$SAN$NEM
$249M
57 positions
#7Valtrion Capital Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$MCD$SHW
$106M
93 positions
#8RHL GROUP, LLCActive
Notable overlap · 3 shared positions
$AGQ$SHW$WFC
$117M
240 positions
#9Pacific Wealth Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$AGQ$BAC$LMT
$160M
62 positions
#10Mowery & Schoenfeld Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$AGQ$BAC$ELV
$65M
357 positions
#11McElhenny Sheffield Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$SHW$MCD$LMT
$403M
95 positions
#12Generation Capital Management LLCPassive
Notable overlap · 4 shared positions
$AGQ$MCD$BAC$C
$137M
74 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$AGQ$BAC$WFC$COP$SCHW$SCCO
$166M
72 positions
#14ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$UPS$COP
$353M
75 positions
#15Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$AGQ$MCD$BAC$C$SCHW$LMT
$495M
128 positions
#16PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$AGQ$C$UPS$MCD
$1.1B
138 positions
#17Spectrum Financial Alliance Ltd LLCActive
Some overlap · 5 shared positions
$AGQ$BAC$C$SCHW$LMT
$520M
30 positions
#18Brookmont Capital ManagementActive
Some overlap · 7 shared positions
$MCD$BAC$WFC$SHEL$COP$UPS
$179M
59 positions
#19VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AGQ$BAC$COP$SCHW
$180M
159 positions
#20Hedges Asset Management LLC
Some overlap · 4 shared positions
$AGQ$WFC$SHEL$NEM
$142M
108 positions
#21Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$AGQ$BAC$SCHW$SAN
$105M
56 positions
#22Retirement Planning Co of New England, Inc.Passive
Some overlap · 6 shared positions
$AGQ$BAC$SCHW$GILD$MCD$WFC
$246M
248 positions
#23MLP3, LLCPassive
Some overlap · 3 shared positions
$AGQ$C$NU
$91M
86 positions
#24BWM Planning, LLCActive
Some overlap · 3 shared positions
$AGQ$WFC$COP
$379M
87 positions
#25Trek Financial, LLCPassive
Some overlap · 3 shared positions
$AGQ$SHEL$TTE
$1.9B
472 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.