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Hedge Funds Similar to Plante Moran Financial Advisors

13F Portfolio OverlapQ2 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 $2.1B across 1,589 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 Plante Moran Financial Advisors are William Mack & Associates, Midwest Advisors, Stack Financial, with shared positions in $DTB, $SYK, $AMGN, $MDY, $DTM, $DIS. The full ranking of 25 similar funds is below.

#1William Mack & Associates, Inc.Active
Some overlap · 6 shared positions
$DTB$SYK$AMGN$MDY$DTM$DIS
$284M
108 positions
#2Midwest Capital Advisors, LLCActive
Some overlap · 6 shared positions
$DTB$SYK$IAU$DTM$KLAC$UNP
$246M
210 positions
#3Stack Financial Management, IncActive
Some overlap · 5 shared positions
$DTB$PEP$SYK$DHR$UNP
$1.3B
54 positions
#4Fiduciary Group, LLCPassive
Some overlap · 6 shared positions
$PEP$MAR$AMGN$DIS$AON$UNP
$1.3B
305 positions
#5HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$DTB$PEP$SYK$KLAC$UNP
$1.7B
479 positions
#6Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$PEP$MAR$SYK$AMGN$UNP
$149M
116 positions
#7AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 6 shared positions
$MAR$SYK$AMGN$DIS$KLAC$UNP
$1.2B
631 positions
#8Perkins Coie Trust CoPassive
Some overlap · 5 shared positions
$PEP$MAR$SYK$DHR$UNP
$603M
260 positions
#9Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$PEP$MAR$SYK$KLAC$UNP
$735M
152 positions
#10Cranbrook Wealth Management, LLCActive
Some overlap · 5 shared positions
$DTB$SYK$IAU$DTM$PEP
$534M
406 positions
#11Blue Water Asset ManagementActive
Some overlap · 5 shared positions
$DTB$SYK$DTM$CMS$AON
$310M
108 positions
#12Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$PEP$SYK$AMGN$KLAC$AON
$295M
65 positions
#13JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$PEP$SYK$AMGN$KLAC$AON
$748M
68 positions
#14CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$PEP$SYK$AMGN$KLAC$UNP
$1.2B
203 positions
#15Boit C F DavidPassive
Some overlap · 5 shared positions
$PEP$SYK$AMGN$DHR$UNP
$238M
85 positions
#16ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DTB$SYK$MDY$PEP$DHR
$248M
96 positions
#17Kaydan Wealth Management, Inc.Active
Some overlap · 5 shared positions
$SYK$DTB$AMGN$MDY$IAU
$328M
115 positions
#18Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$PEP$AMGN$DIS$DHR$UNP
$219M
95 positions
#19M1 Capital Management LLCActive
Some overlap · 3 shared positions
$DTB$PEP$DTM
$271M
113 positions
#20Stone Summit Wealth LLCPassive
Slight overlap · 5 shared positions
$PEP$SYK$AMGN$MDY$DIS
$394M
144 positions
#21NORTHSTAR ASSET MANAGEMENT CoActive
Slight overlap · 5 shared positions
$PEP$SYK$MDY$DHR$UNP
$531M
261 positions
#22MILESTONE ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PEP$MAR$AMGN$DIS
$636M
262 positions
#23FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 5 shared positions
$PEP$AMGN$DIS$UNP$SYK
$670M
79 positions
#24Dorato Capital ManagementPassive
Slight overlap · 5 shared positions
$PEP$MAR$AMGN$KLAC$UNP
$147M
254 positions
#25WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 4 shared positions
$PEP$MAR$AMGN$DIS
$1.3B
73 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.