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Hedge Funds Similar to Financial Plan

13F Portfolio OverlapQ2 2026Financial Plan portfolio →
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Most similar hedge funds by 13F overlap

Financial Plan, Inc. is an institutional investor managing $1.1B across 95 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 Financial Plan are New England Professional Planning Group, HRC WEALTH, Neumann, with shared positions in $DOV, $SLV, $QCOM, $BA, $USB, $GLW. The full ranking of 25 similar funds is below.

#1New England Professional Planning Group Inc.Smart money
Notable overlap · 3 shared positions
$DOV$SLV$QCOM
$268M
50 positions
#2HRC WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$DOV$BA$USB
$244M
65 positions
#3Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$GLW$MS
$151M
58 positions
#4ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$ABT$BA
$525M
190 positions
#549 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$ABT$BA
$524M
189 positions
#6SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$QCOM$MS
$10.6B
485 positions
#7Goldstone Financial Group, LLCPassive
Notable overlap · 3 shared positions
$DOV$BA$MS
$1.1B
243 positions
#8SWP FINANCIAL LLCActive
Notable overlap · 4 shared positions
$DOV$TRMB$GLW$QCOM
$216M
78 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$BA$GLW$QCOM
$212M
171 positions
#10Coordinated Financial Services, Inc.
Some overlap · 4 shared positions
$DOV$SLV$BA$MS
$174M
176 positions
#11RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SLV$GLW$QCOM
$1.1B
90 positions
#12Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$DOV$GLW
$437M
707 positions
#13Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$BNY$BA
$637M
125 positions
#14FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DOV$USB$BA$ABT
$149M
155 positions
#15Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$BNY$MS
$583M
187 positions
#16CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$GLW$USB
$1.6B
85 positions
#17AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$GLW$BA
$231M
93 positions
#18Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$ABT$QCOM
$170M
121 positions
#19CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GLW$BNY$BA$MS
$2.0B
76 positions
#20AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$GLW$ABT
$745M
184 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$GLW$QCOM
$1.2B
127 positions
#22Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GLW$MS
$475M
154 positions
#23VALLEY FORGE INVESTMENT CONSULTANTS INC ADVSmart money
Some overlap · 3 shared positions
$DOV$GLW$SLV
$388M
86 positions
#24MAYPORT, LLCSmart money
Some overlap · 5 shared positions
$DOV$BA$GLW$ABT$MS
$645M
134 positions
#25Networth Advisors, LLCActive
Some overlap · 3 shared positions
$BNY$BA$MS
$172M
383 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.