13F Pro

Hedge Funds Similar to Donalies Financial Planning

13F Portfolio OverlapQ3 2026Donalies Financial Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Donalies Financial Planning, LLC is an institutional investor managing $136M across 78 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 Donalies Financial Planning are Maytus, Coston, McIsaac & Partners, EDGAR LOMAX, with shared positions in $STX, $TXN, $T, $NEE, $SBUX, $DOV. The full ranking of 25 similar funds is below.

#1Maytus Capital Management, LLCActive
Some overlap · 3 shared positions
$STX$TXN$T
$636M
62 positions
#2Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$TXN$NEE$SBUX$DOV
$497M
948 positions
#3EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$NEE$SBUX$T
$1.3B
58 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$TXN$SBUX$NEE
$1.2B
100 positions
#5Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$TXN$NEE$STX
$158M
78 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$NEE$T
$231M
125 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STX$TXN$DOV
$418M
232 positions
#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$STX$TXN$NEE
$277M
147 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$SBUX$NEE$T
$143M
66 positions
#10Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$TXN$NEE$DOV
$215M
84 positions
#11Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$TXN$SBUX$NEE
$120M
49 positions
#12CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$TXN$NEE$DOV
$1.1B
157 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$TXN$NEE$T
$1.7B
256 positions
#14Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$STX$T$TXN
$869M
144 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TXN$SBUX$T
$233M
122 positions
#16SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SBUX$TXN$NEE
$3.0B
340 positions
#17Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$TXN$DOV$NEE
$1.1B
109 positions
#18UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$TXN$DOV$STX
$863M
423 positions
#19Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$NEE$STX$T
$723M
260 positions
#20Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$SBUX$DOV$NEE
$108M
90 positions
#21Aspen Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$DOV$SBUX
$453M
83 positions
#22Stack Financial Management, IncActive
Some overlap · 3 shared positions
$NEE$T$DOV
$1.3B
54 positions
#23Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$SBUX$DOV
$170M
121 positions
#24Farmers National BankPassive
Some overlap · 3 shared positions
$NEE$SBUX$T
$479M
180 positions
#25Evansbrook LLCActive
Some overlap · 3 shared positions
$STX$NEE$TXN
$171M
126 positions

Compare Donalies 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 Donalies 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.