What hedge funds are most similar to New England Professional Planning Group Inc.?

The funds with the most similar 13F portfolios to New England Professional Planning Group Inc. are Palmer Knight, Harfst & Associates,, Peterson Wealth Services, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to New England Professional Planning Group

13F Portfolio OverlapQ1 2026New England Professional Planning Group portfolio →

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Most similar hedge funds by 13F overlap

New England Professional Planning Group Inc. is an institutional investor managing $239M across 49 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 New England Professional Planning Group are Palmer Knight, Harfst & Associates,, Peterson Wealth Services, with shared positions in $RJF, $DHR, $LEN, $TXN, $CMI, $UNP. The full ranking of 25 similar funds is below.

#1Palmer Knight CoPassive

Some overlap · 4 shared positions

$RJF $DHR $LEN $TXN

$205M

32 positions

#2Harfst & Associates, Inc.Active

Some overlap · 3 shared positions

$RJF $TXN $CMI

$560M

121 positions

#3Peterson Wealth ServicesPassive

Some overlap · 5 shared positions

$RJF $UNP $ADI $CB $MCD

$405M

215 positions

#4CHIRON CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$RJF $DHR $LEN $PFE

$98M

117 positions

#5St. Louis Trust CoActive

Slight overlap · 6 shared positions

$DHR $DOV $UNP $LEN $BN $SNOW

$856M

145 positions

#6Millstone Evans Group, LLCPassive

Slight overlap · 5 shared positions

$RJF $KKR $GE $IBM $GEV

$167M

856 positions

#7Madison Wealth Partners, IncPassive

Slight overlap · 6 shared positions

$DHR $SLV $LEN $BAC $KKR $DE

$627M

220 positions

#8Greenfield Seitz Capital Management, LLCPassive

Slight overlap · 3 shared positions

$RJF $TXN $CMI

$332M

111 positions

#9Catalyst Investment Management LLCPassive

Slight overlap · 6 shared positions

$DHR $DOV $BAC $KKR $DE $IAU

$90M

65 positions

#10Courage Miller Partners, LLCActive

Slight overlap · 8 shared positions

$SLV $UNP $DHR $KKR $GE $SNOW

$354M

92 positions

#11Williams & Novak, LLCPassive

Slight overlap · 5 shared positions

$DHR $SLV $LEN $TXN $IAU

$134M

143 positions

#12TRITONPOINT WEALTH, LLCPassive

Slight overlap · 6 shared positions

$DHR $DOV $ADI $KKR $CB $SNOW

$934M

268 positions

#13BCV Asset Management Inc.Active

Slight overlap · 6 shared positions

$DHR $UNP $BAC $TXN $DE $BN

$2.9B

120 positions

#14Boit C F DavidPassive

Slight overlap · 7 shared positions

$DHR $UNP $PFE $ADI $BAC $CB

$225M

117 positions

#15KDT Advisors, LLCPassive

Slight overlap · 6 shared positions

$DHR $UNP $LEN $KKR $MCD $GEV

$63M

69 positions

#16Alpha Financial Partners, LLCActive

Slight overlap · 8 shared positions

$DHR $SLV $BAC $TXN $CMI $IAU

$169M

103 positions

#17Taylor & Morgan Wealth Management, LLCActive

Slight overlap · 5 shared positions

$DHR $SLV $KKR $TXN $DE

$175M

79 positions

#18SECURITY NATIONAL BANK OF SO DAKPassive

Slight overlap · 4 shared positions

$DHR $DOV $UNP $CMI

$207M

119 positions

#19Minot DeBlois Advisors LLCPassive

Slight overlap · 5 shared positions

$DHR $UNP $PFE $ADI $CB

$110M

226 positions

#20Shelter Mutual Insurance CoPassive

Slight overlap · 6 shared positions

$DHR $UNP $PFE $DE $BN $IBM

$450M

58 positions

#21Berkshire BankPassive

Slight overlap · 6 shared positions

$DHR $UNP $BAC $KKR $CB $SNOW

$488M

157 positions

#22Ironvine Capital Partners, LLCActive

Slight overlap · 5 shared positions

$DHR $UNP $ADI $BAC $DE

$910M

56 positions

#23COTTONWOOD CAPITAL ADVISORS, LLCPassive

Slight overlap · 6 shared positions

$DHR $UNP $BAC $DE $MCD $IBM

$142M

86 positions

#24FIDUCIARY ADVISORS, INC.Active

Slight overlap · 7 shared positions

$DHR $DOV $BAC $KKR $PFE $DE

$133M

121 positions

#25Ballast Financial Advisors LLCActive

Slight overlap · 5 shared positions

$DHR $DOV $BAC $KKR $IAU

$98M

68 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.