What hedge funds are most similar to Center for Financial Planning, Inc.?

The funds with the most similar 13F portfolios to Center for Financial Planning, Inc. are Haverford Financial Services, Haverford, LaFleur & Godfrey, based on overlapping conviction holdings in the latest SEC filings.

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 Center for Financial Planning

13F Portfolio OverlapQ3 2026Center for Financial Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Center for Financial Planning, Inc. is an institutional investor managing $1.1B across 836 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Center for Financial Planning are Haverford Financial Services, Haverford, LaFleur & Godfrey, with shared positions in $NEE, $MCK, $MSI, $TMO, $PEP, $ETN. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active

Some overlap · 7 shared positions

$NEE $MCK $MSI $TMO $PEP $ETN

$339M

49 positions

#2Haverford Trust CoActive

Some overlap · 7 shared positions

$NEE $TMO $MCK $PEP $ETN $SYK

$11.6B

424 positions

#3LaFleur & Godfrey LLCPassive

Some overlap · 7 shared positions

$NEE $AXP $TMO $SYK $ABT $CRM

$842M

149 positions

#4Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$NEE $AXP $ABT $PEP $SYK $MCD

$455M

118 positions

#5TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 6 shared positions

$NEE $MCK $AXP $TMO $ETN $SYK

$217M

114 positions

#6DOVER ADVISORS, LLCPassive

Some overlap · 7 shared positions

$AXP $TMO $ABT $PEP $ETN $NEE

$244M

153 positions

#7BOSTON FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$NEE $TMO $ETN $SYK $PEP $UNP

$1.6B

314 positions

#8WENDELL DAVID ASSOCIATES INCActive

Some overlap · 7 shared positions

$NEE $ABT $PEP $SYK $MCD $CL

$947M

155 positions

#9BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$NEE $TMO $CL $ABT $PEP $MCD

$453M

121 positions

#10Strategic Wealth Investment Group, LLCPassive

Some overlap · 6 shared positions

$NEE $AXP $TMO $PEP $CRM $ETN

$825M

104 positions

#11Phoenix Wealth AdvisorsActive

Some overlap · 7 shared positions

$NEE $MSI $ETN $AXP $UNP $PEP

$297M

129 positions

#12CAPITAL CITY TRUST CO/FLPassive

Some overlap · 7 shared positions

$NEE $TMO $CL $ETN $UNP $MPC

$484M

118 positions

#13Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$AXP $TMO $ABT $PEP $SYK $UNP

$2.6B

365 positions

#14PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$NEE $ABT $PEP $ETN $CRM $MCD

$441M

87 positions

#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $CL $ABT $PEP $ETN $UNP

$381M

144 positions

#16HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$NEE $AXP $ABT $PEP $MCD $UNP

$321M

107 positions

#17Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$MSI $AXP $NEE $ETN $MCD $UNP

$657M

159 positions

#18LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$AXP $ABT $PEP $SYK $MCD $UNP

$273M

104 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEE $TMO $ABT $PEP $ETN $CRM

$8.0B

1,334 positions

#20Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$NEE $ABT $PEP $MCK $SYK $UNP

$170M

121 positions

#21Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$NEE $AXP $ABT $PEP $CRM $UNP

$116M

240 positions

#22Bath Savings Trust CoActive

Some overlap · 6 shared positions

$NEE $ABT $PEP $SYK $CL $MCD

$966M

178 positions

#23Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$NEE $TMO $ETN $SYK $MCD $UNP

$170M

61 positions

#24Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$CL $ABT $PEP $ETN $MCD $UNP

$108M

52 positions

#25Adelphi Trust CoPassive

Some overlap · 7 shared positions

$RJF $PEP $ETN $TMO $MCD $SYK

$152M

113 positions

Compare Center for 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 Center for 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.