13F Pro

Hedge Funds Similar to ATLas Financial Planning

13F Portfolio OverlapQ2 2026ATLas Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ATLas Financial Planning LLC is an institutional investor managing $123M across 69 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 ATLas Financial Planning are HARRIS ASSOCIATES L P, SYM FINANCIAL, VISTA PARTNERS, with shared positions in $AIG, $TRGP, $DAL, $DOV, $APH, $SO. The full ranking of 3 similar funds is below.

#1HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$AIG$TRGP$DAL
$75.4B
162 positions
#2SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$DOV$TRGP$APH
$1.2B
531 positions
#3VISTA CAPITAL PARTNERS, INC.Smart money
Slight overlap · 3 shared positions
$DOV$SO$APH
$1.1B
170 positions

Compare ATLas Financial Planning’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ATLas Financial Planning’s holdings

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.