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 ACTION POINT FINANCIAL PLANNING

13F Portfolio OverlapQ2 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 $984M across 2,794 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 ACTION POINT FINANCIAL PLANNING are FIDUCIENT ADVISORS, ELEMENT POINTE ADVISORS, Brindle & Bay Financial Advisors, with shared positions in $ITW, $GLDM, $MDY, $DELL, $ASML, $SYK. The full ranking of 25 similar funds is below.

#1FIDUCIENT ADVISORS LLCActive

Some overlap · 3 shared positions

$ITW $GLDM $MDY

$698M

153 positions

#2ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$MDY $GLDM $DELL $ASML

$621M

90 positions

#3Brindle & Bay Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$ITW $GLDM $DELL

$200M

86 positions

#4ENTRUST FINANCIAL LLCActive

Slight overlap · 3 shared positions

$GLDM $MDY $DELL

$154M

445 positions

#5WASHINGTON TRUST CoPassive

Slight overlap · 4 shared positions

$MDY $DELL $SYK $ASML

$3.2B

296 positions

#6Acorn Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$MDY $GLDM $DELL

$410M

303 positions

#7Ascent Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$MDY $ITW $SYK

$1.0B

200 positions

#8Cambridge Advisors Inc.Active

Slight overlap · 3 shared positions

$MDY $ITW $BITW

$582M

183 positions

#9Carter Financial Group, INC.Passive

Slight overlap · 3 shared positions

$ITW $BITB $ASML

$193M

134 positions

#10Wealth Watch Advisors, INCActive

Slight overlap · 3 shared positions

$MDY $BITB $SYK

$309M

142 positions

#11Tennessee Valley Asset Management PartnersActive

Slight overlap · 3 shared positions

$GLDM $DELL $MDY

$907M

207 positions

#12WorthPointe, LLCActive

Slight overlap · 3 shared positions

$MDY $BITB $ASML

$399M

124 positions

#13Livet Wealth, LLCActive

Slight overlap · 3 shared positions

$MDY $GLDM $ASML

$173M

122 positions

#14KOM Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$ITW $DELL $WPM

$165M

96 positions

#15Sky Investment Group LLCPassive

Slight overlap · 3 shared positions

$ITW $DELL $SYK

$637M

146 positions

#16Kingdom Financial Group LLC.Active

Slight overlap · 3 shared positions

$ITW $DELL $STRL

$391M

855 positions

#17BEARING POINT CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$MDY $DELL $SYK

$740M

203 positions

#18SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$MDY $DELL $ASML

$973M

379 positions

#19Petix & Botte CoActive

Slight overlap · 3 shared positions

$GLDM $MDY $ASML

$497M

144 positions

#20PETRA FINANCIAL ADVISORS INCPassive

Slight overlap · 4 shared positions

$DELL $AHR $WPM $STRL

$216M

168 positions

#21Liberty Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$ITW $SYK $ASML

$582M

184 positions

#22McGuire Investment Group, LLCActive

Slight overlap · 3 shared positions

$ITW $SYK $ASML

$1.1B

137 positions

#23ANB BANKPassive

Slight overlap · 3 shared positions

$ITW $SYK $ASML

$268M

127 positions

#24Harrington Investments, INCPassive

Slight overlap · 3 shared positions

$ITW $SYK $ASML

$206M

82 positions

#25Ramsay, Stattman, Vela & Price, Inc.Passive

Slight overlap · 3 shared positions

$ITW $SYK $ASML

$562M

84 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.