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Hedge Funds Similar to Blom & Howell Financial Planning

13F Portfolio OverlapQ2 2026Blom & Howell Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Blom & Howell Financial Planning, Inc. is an institutional investor managing $120M across 67 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 Blom & Howell Financial Planning are Front Row Advisors, Hudson Value Partners, Geneva Partners, with shared positions in $ASML, $DELL, $GLW, $DOV, $TJX, $ISRG. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive
Notable overlap · 6 shared positions
$ASML$DELL$GLW$DOV$TJX$ISRG
$345M
576 positions
#2Hudson Value Partners, LLCPassive
Notable overlap · 3 shared positions
$DELL$ASML$GLW
$399M
113 positions
#3Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$DELL$GLW$ASML
$375M
75 positions
#4Lifeworks Advisors, LLCPassive
Notable overlap · 3 shared positions
$DELL$GLW$CMI
$955M
337 positions
#5BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$DELL$CMI$TJX$ORLY
$1.7B
401 positions
#6Werlinich Asset Management, LLCActive
Notable overlap · 3 shared positions
$DELL$GLW$ASML
$262M
58 positions
#7Godfrey Financial Associates, Inc.Passive
Some overlap · 4 shared positions
$DELL$ASML$GLW$DOV
$131M
1,090 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$CMI$TJX$ASML
$710M
193 positions
#9Karras Company, Inc.Active
Some overlap · 3 shared positions
$ASML$GLW$DELL
$110M
61 positions
#10MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$GLW$CMI
$140M
63 positions
#11Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ASML$O$PEG
$272M
72 positions
#12ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$ASML$CMI$GLW$TJX
$2.8B
914 positions
#13FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$GLW$ASML$TJX
$118M
56 positions
#14Triton Financial Group IncPassive
Some overlap · 3 shared positions
$GLW$DELL$DOV
$174M
99 positions
#15Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$CMI$VICI
$1.5B
138 positions
#16Red Door Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$ASML$ORLY
$1.1B
320 positions
#17KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$DELL$ISRG$GLW
$246M
65 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$ASML$GLW$MTB
$146.1B
107 positions
#19CIM, LLCPassive
Some overlap · 3 shared positions
$ASML$CMI$ISRG
$773M
171 positions
#20Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DELL$DOV$ISRG
$108M
90 positions
#21MWA Asset ManagementPassive
Some overlap · 3 shared positions
$DELL$CMI$TJX
$221M
129 positions
#22WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$GLW$DELL$ASML$TJX
$3.2B
296 positions
#23Mainstream Capital Management LLCActive
Some overlap · 4 shared positions
$GLW$TJX$DOV$ORLY
$166M
90 positions
#24Stiles Financial Services IncPassive
Some overlap · 4 shared positions
$ASML$GLW$CMI$TJX
$398M
183 positions
#25ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$ASML$ISRG$ORLY
$99M
22 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.