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Hedge Funds Similar to Creative Planning

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

Creative Planning is an institutional investor managing $171.1B across 4,294 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 Creative Planning are FLOW TRADERS U.S., MontVue, TIEMANN INVESTMENT ADVISORS, with shared positions in $STT, $KLAC, $MDY. The full ranking of 8 similar funds is below.

#1FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$KLAC$MDY
$2.4B
979 positions
#2MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$KLAC$MDY
$171M
73 positions
#3TIEMANN INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STT$KLAC$MDY
$276M
207 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$STT$KLAC$MDY
$487M
628 positions
#5Index Fund Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$STT$KLAC$MDY
$2.5B
135 positions
#6Tandem Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$STT$KLAC$MDY
$251M
48 positions
#7SEEDS INVESTOR LLCPassive
Slight overlap · 3 shared positions
$STT$KLAC$MDY
$973M
379 positions
#8Three Bearings Fiduciary Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$STT$KLAC
$112M
312 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.