13F Pro

Hedge Funds Similar to Financial Planning Fort Collins

13F Portfolio OverlapQ2 2026Financial Planning Fort Collins portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Planning Fort Collins, LLC is an institutional investor managing $132M across 33 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 Planning Fort Collins are Affiance Financial, McCartney Wealth, Xena Financial Planning, with shared positions in $DOV, $MUFG, $NU, $ABT. The full ranking of 11 similar funds is below.

#1Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MUFG$NU
$695M
111 positions
#2McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$NU
$132M
65 positions
#3Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$DOV$MUFG$NU
$104M
38 positions
#4VANGUARD ADVISERS INCSmart money
Slight overlap · 4 shared positions
$DOV$MUFG$ABT$NU
$29.4B
715 positions
#5MOLLER WEALTH PARTNERSActive
Slight overlap · 3 shared positions
$MUFG$NU$ABT
$553M
75 positions
#6RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MUFG$NU$DOV
$917M
120 positions
#7North Berkeley Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MUFG$NU$ABT
$247M
77 positions
#8Capasso Planning Partners LLCActive
Slight overlap · 3 shared positions
$NU$ABT$MUFG
$201M
86 positions
#9BBR PARTNERS, LLCSmart money
Slight overlap · 3 shared positions
$DOV$ABT$NU
$2.1B
250 positions
#10Betterment LLCActive
Slight overlap · 3 shared positions
$MUFG$DOV$NU
$59.1B
675 positions
#11Financial Perspectives, IncPassive
Slight overlap · 3 shared positions
$DOV$ABT$NU
$411M
728 positions

Compare Financial Planning Fort Collins’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 Financial Planning Fort Collins’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.