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Hedge Funds Similar to Capasso Planning Partners

13F Portfolio OverlapQ2 2026Capasso Planning Partners portfolio →
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Most similar hedge funds by 13F overlap

Capasso Planning Partners LLC is an institutional investor managing $201M across 86 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 Capasso Planning Partners are Financial Planning Fort Collins, MOLLER WEALTH PARTNERS, North Berkeley Wealth, with shared positions in $NU, $ABT, $MUFG. The full ranking of 4 similar funds is below.

#1Financial Planning Fort Collins, LLCSmart money
Slight overlap · 3 shared positions
$NU$ABT$MUFG
$132M
33 positions
#2MOLLER WEALTH PARTNERSActive
Slight overlap · 3 shared positions
$NU$ABT$MUFG
$553M
75 positions
#3North Berkeley Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NU$MUFG$ABT
$247M
77 positions
#4VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$MUFG$ABT$NU
$29.4B
715 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.