What hedge funds are most similar to Capital Wealth Planning, LLC?

The funds with the most similar 13F portfolios to Capital Wealth Planning, LLC are Focused Investors, MORGAN DEMPSEY, Vertrix Wealth ,, 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 Wealth Planning,

13F Portfolio OverlapQ1 2026Wealth Planning, portfolio →

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Most similar hedge funds by 13F overlap

Capital Wealth Planning, LLC is an institutional investor managing $18.1B across 151 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 Wealth Planning, are Focused Investors, MORGAN DEMPSEY, Vertrix Wealth ,, with shared positions in $AXP, $TJX, $MCD, $FDX, $CME, $IBM. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 4 shared positions

$AXP $TJX $MCD $FDX

$3.1B

22 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CME $IBM $MCD $KO $DUK $MDT

$220M

148 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $AXP $DUK $TJX $IBM $MCD

$272M

95 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $MCD $AXP $IBM $KO

$446M

104 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $TJX $DUK $IBM $MCD $KO

$353M

78 positions

#6GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$AMGN $IBM $KO $DUK $CME $MDT

$1.1B

389 positions

#7BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$AMGN $CME $MCD $MDT $DUK $KO

$480M

133 positions

#8Mirabaud Asset Management LtdPassive

Notable overlap · 5 shared positions

$CME $TJX $AXP $IBM $MDT

$121M

32 positions

#9Drexel Morgan & Co.Active

Notable overlap · 6 shared positions

$AXP $IBM $KO $VZ $MCD $MDT

$682M

60 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$IBM $MCD $AMGN $KO $VZ

$223M

109 positions

#11CINCINNATI FINANCIAL CORPActive

Notable overlap · 5 shared positions

$CME $MCD $TJX $NSC $VZ

$5.0B

55 positions

#12GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$AXP $AMGN $MPC $KO

$854M

145 positions

#13Oak Asset Management, LLCActive

Notable overlap · 7 shared positions

$AMGN $FDX $MCD $MDT $NSC $VZ

$290M

108 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$MCD $AMGN $DUK $NSC

$184M

32 positions

#15Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$AXP $IBM $AMGN $MCD $VZ $KO

$170M

82 positions

#16CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$CME $KO $MCD $MDT $VZ $NTR

$1.4B

80 positions

#17Paragon Capital Management LLCActive

Notable overlap · 4 shared positions

$MCD $TJX $FDX $IBM

$202M

57 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$MCD $KO $DUK $IBM $VZ $CME

$1.5B

235 positions

#19CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$AXP $IBM $KO $VZ $AMGN

$140M

72 positions

#20Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$AXP $TJX $AMGN $IBM $VZ

$649M

186 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 6 shared positions

$AMGN $MCD $KO $DUK $VZ $IBM

$351M

81 positions

#22Clear Trail Advisors, LLCPassive

Notable overlap · 8 shared positions

$MPC $CME $MDT $VZ $TJX $AXP

$601M

149 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$MCD $AMGN $DUK $MDT $VZ

$187M

55 positions

#24Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$CME $MCD $DUK $VZ

$199M

40 positions

#25Stillwater Wealth Management GroupPassive

Notable overlap · 5 shared positions

$TJX $MCD $AMGN $KO $VZ

$162M

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.