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Hedge Funds Similar to XY Planning Network

13F Portfolio OverlapQ2 2026XY Planning Network portfolio →
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Most similar hedge funds by 13F overlap

XY Planning Network, Inc. is an institutional investor managing $797M across 340 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 XY Planning Network are Noble Wealth Partners, Copia Wealth, Intergy Private Wealth, with shared positions in $DOV, $MUFG, $GLDM, $MO, $PM, $STT. The full ranking of 25 similar funds is below.

#1Noble Wealth Partners LLCPassive
Notable overlap · 5 shared positions
$DOV$MUFG$GLDM$MO$PM
$115M
76 positions
#2Copia Wealth Management
Some overlap · 6 shared positions
$DOV$STT$GLDM$PM$DE$DUK
$166M
570 positions
#3Intergy Private Wealth, LLCActive
Some overlap · 7 shared positions
$DOV$MUFG$STT$PM$MS$MO
$433M
147 positions
#4American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$STT$GLDM$PM
$110M
56 positions
#5WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$STT$GLDM$DE
$1.5B
363 positions
#6AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$GLDM$PM$DUK
$832M
230 positions
#7Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$DOV$STT$CRWD$MS
$1.1B
243 positions
#8SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$DOV$GLDM$MO$CRWD
$4.4B
4,072 positions
#9Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$GLDM$PM$DE
$1.1B
106 positions
#10Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$PM$STT$MS$DE
$397M
146 positions
#113EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$DOV$STT$GLDM
$2.2B
94 positions
#12BRANDYWINE TRUST COSmart money
Some overlap · 5 shared positions
$DOV$PM$WFC$MO$CRWD
$621M
33 positions
#13Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$MO$DUK$PM
$1.2B
127 positions
#14Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$STT$PM
$610M
184 positions
#15Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$DOV$MO$MS$DE
$336M
121 positions
#16Highland Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$PM$MO$DE
$229M
734 positions
#17CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$CME$PM
$5.2B
56 positions
#18Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$PM$WFC$DE
$3.8B
318 positions
#19Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$STT$WFC
$484M
126 positions
#20FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$GLDM$DE
$149M
155 positions
#21MidAtlantic Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$STT$DE
$161M
86 positions
#22New England Private Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$MUFG
$1.0B
205 positions
#23Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$PM$DUK
$212M
171 positions
#24Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MO$CRWD
$418M
232 positions
#25Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$DUK$WFC
$170M
121 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.