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Hedge Funds Similar to Sigma Planning

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

Sigma Planning Corp is an institutional investor managing $4.0B across 1,404 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 Sigma Planning are Wealth Associates, Modus Advisors, VIMA, with shared positions in $CRWD, $IAU, $PLTR, $SLV, $VZ, $NEE. The full ranking of 25 similar funds is below.

#1Wealth Management Associates, Inc.Passive
Slight overlap · 5 shared positions
$CRWD$IAU$PLTR$SLV$VZ
$362M
254 positions
#2Modus Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$IAU$NEE$PLTR
$405M
118 positions
#3VIMA LLCPassive
Slight overlap · 4 shared positions
$CRWD$IAU$NEE$SLV
$103M
372 positions
#4Faithward Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$IAU$PLTR$SLV
$819M
339 positions
#5INVESTMENT MANAGEMENT CORP /VA/ /ADVActive
Slight overlap · 4 shared positions
$CRWD$IAU$VZ$SLV
$120M
50 positions
#6Foguth Wealth Management, LLC.Active
Slight overlap · 5 shared positions
$IAU$WM$SLV$PLTR$CRWD
$879M
213 positions
#7Strategies Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$IAU$CRWD$NEE$PLTR
$1.1B
202 positions
#8TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$CRWD$IAU$PLTR$WM
$1.5B
412 positions
#9Hamilton Wealth, LLCPassive
Slight overlap · 4 shared positions
$CRWD$IAU$WM$SLV
$546M
118 positions
#10QUANTUM FINANCIAL PARTNERS LLCPassive
Slight overlap · 4 shared positions
$CRWD$NEE$PLTR$SLV
$196M
153 positions
#11Integrity Wealth Solutions LLCActive
Slight overlap · 4 shared positions
$CRWD$IAU$NEE$PLTR
$271M
129 positions
#12SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 3 shared positions
$CRWD$IAU$NEE
$2.1B
218 positions
#13Lantern Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$CRWD$IAU$NEE
$218M
184 positions
#14Alaethes Wealth, LLCPassive
Slight overlap · 3 shared positions
$CRWD$IAU$NEE
$345M
111 positions
#15Skyline Advisors, Inc.Active
Slight overlap · 3 shared positions
$CRWD$IAU$NEE
$319M
123 positions
#16ETF Store, Inc.Passive
Slight overlap · 4 shared positions
$IAU$NEE$PLTR$VZ
$120M
114 positions
#17CATHY PARETO & ASSOCIATES, INCPassive
Slight overlap · 4 shared positions
$IAU$NEE$SLV$PLTR
$171M
102 positions
#18Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$251M
74 positions
#19WESPAC Advisors SoCal, LLCPassive
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$560M
122 positions
#20True Vision MN LLC
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$194M
98 positions
#21MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$466M
250 positions
#22Crown Wealth Group, LLCActive
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$393M
150 positions
#23IFC & Insurance Marketing, Inc.Active
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$114M
78 positions
#24Variant Private Wealth, LLCActive
Slight overlap · 3 shared positions
$CRWD$IAU$PLTR
$89M
42 positions
#25Henderson Brothers Financial Partners, LLCActive
Slight overlap · 4 shared positions
$IAU$NEE$WM$VZ
$211M
77 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.