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Hedge Funds Similar to Plante Moran Financial Advisors,

13F Portfolio OverlapQ1 2026Plante Moran Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Plante Moran Financial Advisors, LLC is an institutional investor managing $1.5B across 718 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Plante Moran Financial Advisors, are FLYWHEEL PRIVATE WEALTH, JMAC ENTERPRISES, MAINSAIL ASSET ,, with shared positions in $UNIT, $MAR, $KKR, $HUM, $AMGN, $IBM. The full ranking of 25 similar funds is below.

#1FLYWHEEL PRIVATE WEALTH LLCPassive
Slight overlap · 5 shared positions
$UNIT$MAR$KKR$HUM$AMGN
$176M
104 positions
#2JMAC ENTERPRISES LLCPassive
Slight overlap · 5 shared positions
$UNIT$MAR$KKR$AMGN$IBM
$522M
117 positions
#3MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$UNIT$MAR$KKR$HUM
$223M
112 positions
#4Donalies Financial Planning, LLCActive
Slight overlap · 4 shared positions
$UNIT$MAR$KKR$HUM
$117M
74 positions
#5SWAN Capital LLCPassive
Slight overlap · 4 shared positions
$UNIT$MAR$KKR$HUM
$272M
554 positions
#6Black Diamond Financial, LLCActive
Slight overlap · 4 shared positions
$UNIT$MAR$KKR$HUM
$916M
185 positions
#7Financially in Tune, LLCActive
Slight overlap · 5 shared positions
$UNIT$KKR$NOW$HUM$IBM
$116M
77 positions
#8Monetary Solutions, LtdActive
Slight overlap · 4 shared positions
$UNIT$MAR$KKR$IBM
$103M
318 positions
#9Grove Street Fiduciary, LLCActive
Slight overlap · 5 shared positions
$UNIT$MAR$HUM$AMGN$IBM
$227M
74 positions
#10Arbor Wealth Advisors LLCActive
Slight overlap · 4 shared positions
$UNIT$KKR$DTB$HUM
$143M
56 positions
#11Pioneer Wealth Management GroupSmart money
Slight overlap · 4 shared positions
$UNIT$MAR$NOW$HUM
$357M
50 positions
#12Mokosak Advisory Group, LLCSmart money
Slight overlap · 4 shared positions
$UNIT$MAR$NOW$AMGN
$399M
34 positions
#13Sharper & Granite LLCPassive
Slight overlap · 4 shared positions
$UNIT$MAR$NOW$IBM
$293M
107 positions
#14John A. Wolfe & Associates, Inc.Active
Slight overlap · 3 shared positions
$UNIT$MAR$KKR
$65M
42 positions
#15Sterling Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$UNIT$MAR$KKR
$364M
112 positions
#16SUMMIT WEALTH & RETIREMENT PLANNING, INC.Active
Slight overlap · 3 shared positions
$UNIT$MAR$KKR
$419M
108 positions
#17CATHY PARETO & ASSOCIATES, INCPassive
Slight overlap · 3 shared positions
$UNIT$MAR$KKR
$149M
96 positions
#18OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 4 shared positions
$UNIT$MAR$AMGN$IBM
$311M
318 positions
#19American Investment Services, Inc.Active
Slight overlap · 4 shared positions
$UNIT$MAR$AMGN$IBM
$448M
132 positions
#20LAM GROUP, INC.Passive
Slight overlap · 4 shared positions
$UNIT$MAR$AMGN$IBM
$182M
136 positions
#21Zhang Financial LLCActive
Slight overlap · 4 shared positions
$UNIT$KKR$SYK$AMGN
$2.9B
367 positions
#22Capital Advantage, Inc.Active
Slight overlap · 4 shared positions
$UNIT$KKR$HUM$AMGN
$765M
145 positions
#23Lansing Street AdvisorsPassive
Slight overlap · 4 shared positions
$UNIT$KKR$HUM$AMGN
$397M
151 positions
#24Creekside PartnersPassive
Slight overlap · 4 shared positions
$UNIT$KKR$HUM$IBM
$243M
183 positions
#25Strategies Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$UNIT$MAR$SYK$HUM
$995M
193 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.