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Hedge Funds Similar to United Financial Planning Group

13F Portfolio OverlapQ2 2026United Financial Planning Group portfolio →
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Most similar hedge funds by 13F overlap

United Financial Planning Group LLC is an institutional investor managing $197M across 465 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 United Financial Planning Group are Cadence Wealth, McAlvany Wealth, RED CEDAR INVESTMENT, with shared positions in $SLV, $NEM, $B, $AEM, $MCD, $FDX. The full ranking of 25 similar funds is below.

#1Cadence Wealth Management LLCActive
Some overlap · 4 shared positions
$SLV$NEM$B$AEM
$223M
63 positions
#2McAlvany Wealth Management LLCPassive
Some overlap · 4 shared positions
$SLV$B$NEM$AEM
$134M
48 positions
#3RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SLV$MCD$FDX$AEM$QCOM
$1.1B
90 positions
#4Lesa Sroufe & CoPassive
Some overlap · 3 shared positions
$SLV$NEM$MCD
$140M
67 positions
#5Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$SLV$NEM$AEM
$120M
40 positions
#6O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$NEM$AEM
$125M
61 positions
#7STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$SLV$ED$BA
$137M
55 positions
#8GK Wealth Management LLCPassive
Some overlap · 4 shared positions
$SLV$B$NEM$BA
$190M
234 positions
#9Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SLV$CEG$MCD
$145M
99 positions
#10Financial Plan, Inc.Smart money
Some overlap · 4 shared positions
$SLV$QCOM$MS$BA
$1.1B
95 positions
#11INSIGHT 2811, INC.Active
Some overlap · 7 shared positions
$B$NEM$MCD$AEM$QCOM$MS
$259M
108 positions
#12RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$SLV$MCD$EXC
$460M
154 positions
#13Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$MCD$SNDK
$437M
707 positions
#14ABBINGTON INVESTMENT GROUPActive
Some overlap · 3 shared positions
$SLV$NEM$AEM
$157M
52 positions
#15Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$NEM$B$FDX$QCOM$MS
$288M
82 positions
#16ALLIANZ SEActive
Some overlap · 5 shared positions
$NEM$B$FDX$QCOM$MS
$9.5B
519 positions
#17New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$SLV$AEM$NEM
$633M
68 positions
#18Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$SLV$NEM$B
$114M
57 positions
#19PKO Investment Management Joint-Stock CoPassive
Some overlap · 4 shared positions
$NEM$B$AEM$SNDK
$1.4B
228 positions
#20Cheviot Value Management, LLCActive
Some overlap · 4 shared positions
$NEM$B$AEM$SNDK
$984M
443 positions
#21VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$NEM$B$AEM$QCOM
$164.1B
1,337 positions
#22VectorGlobal IAG, Inc.
Some overlap · 3 shared positions
$NEM$B$CEG
$385M
134 positions
#23Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$NEM$B$ED$QCOM
$147M
54 positions
#24Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$SLV$NEM$QCOM
$187M
75 positions
#25Evergreen Quality Fund GP, Ltd.Active
Some overlap · 6 shared positions
$MCO$B$STX$QCOM$SNDK$CEG
$6.2B
43 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.