13F Pro

Hedge Funds Similar to MARK SHEPTOFF FINANCIAL PLANNING

13F Portfolio OverlapQ2 2026MARK SHEPTOFF FINANCIAL PLANNING portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MARK SHEPTOFF FINANCIAL PLANNING, LLC is an institutional investor managing $188M across 513 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 MARK SHEPTOFF FINANCIAL PLANNING are Financial Sense Advisors, Orion Investment, EDGAR LOMAX, with shared positions in $NEE, $PLTR, $AWK, $GD, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$NEE$PLTR$AWK
$508M
137 positions
#2Orion Investment CoActive
Notable overlap · 3 shared positions
$PLTR$NEE$GD
$343M
73 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$NEE$GD$PEP$ABT$MDLZ$TXN
$1.3B
58 positions
#4Financial & Tax Architects, LLCPassive
Notable overlap · 4 shared positions
$NEE$PEP$GD$ABT
$474M
110 positions
#5Tandem Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$NEE$PEP$ABT
$1.5B
68 positions
#6Cunning Capital Partners, LPActive
Notable overlap · 4 shared positions
$CLS$PLTR$PWR$HIG
$248M
55 positions
#7OPUS INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$NEE$PEP$LMT
$183M
31 positions
#8TORRAY LLCActive
Notable overlap · 5 shared positions
$NEE$PEP$VRTX$TXN$VEEV
$741M
91 positions
#9CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$NEE$VRTX$PEP$PWR$MDLZ$TXN
$767M
184 positions
#10Constitution Capital LLCActive
Some overlap · 3 shared positions
$NEE$PEP$AEP
$195M
62 positions
#11SENTINEL TRUST CO LBASmart money
Some overlap · 5 shared positions
$PLTR$PEP$PWR$TXN$MDLZ
$1.1B
136 positions
#12Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$NEE$AEP$LMT
$151M
70 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$PEP$ABT$ATRO
$513M
70 positions
#14Winthrop Capital Management, LLCPassive
Some overlap · 3 shared positions
$NEE$PEP$TXN
$414M
351 positions
#15Sulzberger Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$NEE$ABT$PEP
$102M
53 positions
#16OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$PEP$PLTR$NEE$LMT
$329M
323 positions
#17Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$VRTX$NEE$PEP
$473M
58 positions
#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VEEV$NEE$PEP$TXN
$499M
73 positions
#19Rockport Wealth LLCActive
Some overlap · 4 shared positions
$CLS$VEEV$AEP$NEE
$595M
110 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$PEP$NEE$AEP$TXN$LMT$ABT
$1.2B
106 positions
#21ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$PLTR$VRTX$LMT
$1.9B
495 positions
#22M. Kraus & CoPassive
Some overlap · 4 shared positions
$NEE$PEP$ABT$MDLZ
$377M
86 positions
#23Capital Innovations LLCPassive
Some overlap · 3 shared positions
$NEE$AEP$AWK
$385M
51 positions
#24TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$NEE$PEP$ABT$AEP$TXN
$798M
187 positions
#25CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$PEP$PWR
$1.2B
153 positions

Compare MARK SHEPTOFF FINANCIAL PLANNING’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MARK SHEPTOFF FINANCIAL PLANNING’s holdings

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.