Hedge Funds Similar to Retirement Planning Group

13F Portfolio OverlapQ2 2026Retirement Planning Group portfolio →

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Most similar hedge funds by 13F overlap

Retirement Planning Group, LLC is an institutional investor managing $3.9B across 543 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 Retirement Planning Group are Powers Advisory Group, MORTON COMMUNITY BANK, First City, with shared positions in $PM, $LMT, $DUK, $DE, $PEP, $SO. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Slight overlap · 6 shared positions

$PM $LMT $DUK $DE $PEP $SO

$319M

130 positions

#2MORTON COMMUNITY BANKPassive

Slight overlap · 5 shared positions

$PM $LMT $DUK $DE $SO

$491M

120 positions

#3First City Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$PM $LMT $DUK $PEP $SO

$206M

164 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$PM $LMT $DUK $PEP $SO

$233M

122 positions

#5ARS Wealth Advisors Group, LLCActive

Slight overlap · 5 shared positions

$LMT $DUK $BAH $PEP $SO

$1.3B

220 positions

#6Aull & Monroe Investment Management CorpPassive

Slight overlap · 5 shared positions

$LMT $DUK $DE $PEP $SO

$239M

126 positions

#7Pathway Financial Advisers, LLCPassive

Slight overlap · 5 shared positions

$PM $DUK $PEP $SO $EVRG

$397M

167 positions

#8Griffith & Werner, Inc.Passive

Slight overlap · 5 shared positions

$LMT $DUK $PEP $PM $SO

$213M

71 positions

#9OmniStar Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$PM $LMT $DUK $SO

$217M

118 positions

#10United Asset Strategies, Inc.Passive

Slight overlap · 4 shared positions

$PM $LMT $DUK $SPGI

$1.4B

259 positions

#11Orca Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PM $LMT $DUK $EXE

$167M

83 positions

#12IFG Advisory, LLCPassive

Slight overlap · 4 shared positions

$PM $DUK $BAH $SO

$2.9B

2,363 positions

#13Asset Advisory Group, Inc.Passive

Slight overlap · 4 shared positions

$PM $LMT $DE $PEP

$229M

125 positions

#14Northwest Quadrant Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$PM $LMT $DE $PEP

$540M

77 positions

#15Juno Financial Group LLCActive

Slight overlap · 4 shared positions

$PM $LMT $DE $PEP

$282M

73 positions

#16GGM Financials LLCActive

Slight overlap · 4 shared positions

$LMT $DUK $BAH $SPGI

$264M

265 positions

#17Atlas Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$PM $DUK $BAH $SO

$92M

64 positions

#18Csenge Advisory GroupPassive

Slight overlap · 4 shared positions

$PM $DUK $LMT $SO

$2.5B

764 positions

#19Papamarkou Wellner Asset Management inc.Passive

Slight overlap · 4 shared positions

$PM $LMT $DE $SPGI

$159M

75 positions

#20CWS Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$PM $LMT $PEP $SO

$451M

171 positions

#21OLD POINT TRUST & FINANCIAL SERVICES N APassive

Slight overlap · 4 shared positions

$PM $LMT $PEP $SO

$329M

323 positions

#22FARMERS TRUST CO

Slight overlap · 4 shared positions

$PM $LMT $PEP $SO

$637M

203 positions

#23Titan Investment Solutions LtdActive

Slight overlap · 4 shared positions

$PM $LMT $PEP $SPGI

$894M

60 positions

#24VAUGHAN DAVID INVESTMENTS LLC/ILActive

Slight overlap · 4 shared positions

$PM $DUK $DE $SO

$5.0B

245 positions

#25Belleair Asset Management, LLCActive

Slight overlap · 4 shared positions

$PM $DUK $DE $SO

$119M

84 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.