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Hedge Funds Similar to Plancorp,

13F Portfolio OverlapQ1 2026Plancorp, portfolio →
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Most similar hedge funds by 13F overlap

Plancorp, LLC is an institutional investor managing $4.1B across 425 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 Plancorp, are BAYSHORE ASSET ,, CLARIS ADVISORS, / MO /, Three Arch Wealth, with shared positions in $NKE, $AMN, $SCHW, $EMR, $SE, $NOW. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$AMN$SCHW
$251M
40 positions
#2CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$NKE$AMN$EMR$SE
$334M
70 positions
#3Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NOW
$556M
61 positions
#4Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$AMN$SE$USB
$1.1B
81 positions
#5TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$NKE$AMN$SCHW
$1.9B
251 positions
#6Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$USB$SCHW
$1.5B
686 positions
#7ATLas Financial Planning LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$BAC$USB
$112M
69 positions
#8ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 4 shared positions
$NKE$AMN$SCHW$SE
$158M
125 positions
#9Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$SCHW$BAC
$233M
676 positions
#10Shotwell Rutter Baer IncActive
Substantial overlap · 4 shared positions
$AMN$NKE$USB$NOW
$170M
38 positions
#11Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SE
$100M
49 positions
#12DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SCHW
$249M
92 positions
#13Valued Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$SCHW
$247M
751 positions
#14POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$BAC
$127M
130 positions
#15HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$213M
81 positions
#16Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$BAC
$266M
69 positions
#17Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WPM
$179M
70 positions
#18Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$SE$SCHW
$525M
138 positions
#19Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$SCHW
$398M
88 positions
#20Squire Investment Management Company, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$SE
$360M
76 positions
#21FMB WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$NKE$AMN$SCHW$BAC
$242M
73 positions
#22Parkwoods Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$SCHW
$408M
111 positions
#23Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$AMN$NKE$SCHW$USB$NOW
$228M
72 positions
#24Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$SCHW
$175M
53 positions
#25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$BAC$SCHW$NOW
$296M
80 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.