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 Fiduciary Planning

13F Portfolio OverlapQ2 2026Fiduciary Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fiduciary Planning LLC is an institutional investor managing $382M across 80 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 Fiduciary Planning are Nikko Asset Americas, IQ EQ FUND (IRELAND) Ltd, CORNERSTONE ENTERPRISES, with shared positions in $SHOP, $HOOD, $NET, $PLTR, $CRWD, $ALPS. The full ranking of 25 similar funds is below.

#1Nikko Asset Management Americas, Inc.Passive

Slight overlap · 5 shared positions

$SHOP $HOOD $NET $PLTR $CRWD

$7.7B

276 positions

#2IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 5 shared positions

$SHOP $HOOD $NET $PLTR $CRWD

$1.6B

289 positions

#3CORNERSTONE ENTERPRISES, LLCActive

Slight overlap · 5 shared positions

$SHOP $NET $PLTR $HOOD $CRWD

$219M

42 positions

#4Clay Northam Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$ALPS $SHOP $PLTR $CRWD $IBIT

$203M

109 positions

#5Independent Solutions Wealth Management, LLCActive

Slight overlap · 4 shared positions

$SHOP $HOOD $NET $PLTR

$766M

194 positions

#6UDINE WEALTH MANAGEMENT, INC.Active

Slight overlap · 6 shared positions

$HOOD $YMM $PLTR $LMND $IREN $IBIT

$243M

40 positions

#7Yarbrough Capital, LLCSmart money

Slight overlap · 5 shared positions

$HOOD $PLTR $SHOP $NET $CRWD

$3.3B

88 positions

#8ITHAKA GROUP LLCActive

Slight overlap · 4 shared positions

$SHOP $HOOD $PLTR $CRWD

$551M

40 positions

#9Meadowbrook Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$SHOP $HOOD $PLTR $CRWD

$93M

81 positions

#10MONETTA FINANCIAL SERVICES INCPassive

Slight overlap · 4 shared positions

$SHOP $HOOD $PLTR $CRWD

$148M

59 positions

#11Equity Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$SHOP $NET $PLTR $CRWD

$278M

109 positions

#12Faithward Advisors, LLCPassive

Slight overlap · 4 shared positions

$SHOP $NET $PLTR $CRWD

$819M

339 positions

#13Mason & Associates IncActive

Slight overlap · 4 shared positions

$ALPS $YMM $PLTR $CRWD

$619M

161 positions

#14GLYNN CAPITAL MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$HOOD $NET $PLTR $CRWD $SHOP

$363M

43 positions

#15Fortis Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$HOOD $NET $PLTR $CRWD

$889M

408 positions

#16Cherry Creek Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SHOP $MMM $PLTR $CRWD

$254M

128 positions

#17Brevan Howard Capital Management LPPassive

Slight overlap · 6 shared positions

$PLTR $NET $CRWD $HOOD $IBIT $COP

$13.5B

2,030 positions

#18Prasad Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$SHOP $ALPS $PLTR

$416M

160 positions

#19Stonekeep Investments, LLCActive

Slight overlap · 4 shared positions

$SHOP $NET $PLTR $CRWD

$172M

81 positions

#20ICONIQ Capital, LLCSmart money

Slight overlap · 4 shared positions

$SHOP $HOOD $CRWD $NET

$3.5B

76 positions

#21GILDER GAGNON HOWE & CO LLCPassive

Slight overlap · 3 shared positions

$SHOP $HOOD $NET

$9.7B

274 positions

#22Oribel Capital Management, LPPassive

Slight overlap · 4 shared positions

$MMM $NET $PLTR $CRWD

$3.3B

143 positions

#23ARK Investment Management LLCActive

Slight overlap · 3 shared positions

$SHOP $HOOD $PLTR

$15.4B

191 positions

#24Synergy Financial Group, LTDPassive

Slight overlap · 4 shared positions

$SHOP $NET $CRWD $LMND

$139M

119 positions

#25Nova Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$ALPS $PLTR $CRWD $ODFL

$181M

570 positions

Compare Fiduciary 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 Fiduciary 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.