13F Pro

Hedge Funds Similar to Frisco Financial Planning

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

Frisco Financial Planning LLC is an institutional investor managing $133M across 29 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 Frisco Financial Planning are Lexington Hill Partners,, West Financial Advisors,, Newton One Investments, with shared positions in $DDOG, $USB, $SCHW, $MKL. The full ranking of 25 similar funds is below.

#1Lexington Hill Partners, LLCActive
Substantial overlap · 3 shared positions
$DDOG$USB$SCHW
$177M
78 positions
#2West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$589M
193 positions
#3Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$MKL
$368M
121 positions
#4CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$SCHW$DDOG
$363M
102 positions
#5Pioneer Wealth Management GroupSmart money
Notable overlap · 4 shared positions
$USB$SCHW$DDOG$MKL
$357M
50 positions
#6Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$SCHW$DDOG
$228M
72 positions
#7Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$SCHW$MKL
$284M
91 positions
#8KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$SCHW
$227M
92 positions
#9Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$DDOG$SCHW$MKL
$335M
104 positions
#10SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$MKL
$146M
67 positions
#11Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$MKL
$426M
168 positions
#12Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$USB$MKL$SCHW
$382M
55 positions
#13Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$SCHW$DDOG
$420M
120 positions
#14MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$SCHW$USB
$507M
67 positions
#15Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$MKL
$678M
294 positions
#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DDOG$USB$SCHW
$350M
95 positions
#17Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$DDOG$MKL
$318M
87 positions
#18Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$USB$DDOG$SCHW$MKL
$167M
76 positions
#19REBALANCE, LLCSmart money
Notable overlap · 3 shared positions
$USB$SCHW$MKL
$1.7B
101 positions
#20ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$MKL
$3.5B
338 positions
#21Graetz Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$SCHW$DDOG
$112M
80 positions
#22Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DDOG$USB$SCHW$MKL
$1.5B
686 positions
#23HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$SCHW$MKL
$280M
107 positions
#24Capital Advisors Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$DDOG$SCHW
$745M
219 positions
#25Partners in Financial PlanningActive
Notable overlap · 4 shared positions
$SCHW$DDOG$USB$MKL
$603M
122 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.