What hedge funds are most similar to MARK SHEPTOFF FINANCIAL PLANNING, LLC?

The funds with the most similar 13F portfolios to MARK SHEPTOFF FINANCIAL PLANNING, LLC are Bannerstone ,, Forum Financial ,, Orion Investment, 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 MARK SHEPTOFF FINANCIAL PLANNING,

13F Portfolio OverlapQ1 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 $189M across 510 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 MARK SHEPTOFF FINANCIAL PLANNING, are Bannerstone ,, Forum Financial ,, Orion Investment, with shared positions in $CLS, $PLTR, $PWR, $KTOS, $NEE, $ABT. The full ranking of 25 similar funds is below.

#1Bannerstone Capital Management, LLCPassive

Notable overlap · 4 shared positions

$CLS $PLTR $PWR $KTOS

$108M

97 positions

#2Forum Financial Management, LPSmart money

Notable overlap · 3 shared positions

$NEE $PLTR $ABT

$7.1B

331 positions

#3Orion Investment CoActive

Notable overlap · 4 shared positions

$PLTR $NEE $GD $ABT

$315M

69 positions

#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$NEE $HUM $USB

$350M

95 positions

#5Planning Center, Inc.Smart money

Notable overlap · 5 shared positions

$NEE $HUM $KO $UNH $KKR

$987M

78 positions

#6Savant Capital, LLCActive

Notable overlap · 3 shared positions

$NEE $KO $USB

$20.7B

1,500 positions

#7CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$NEE $UNH $GD

$334M

70 positions

#8DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NEE $USB $KKR

$928M

1,345 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$NEE $GD $KO $ABT $MDLZ $USB

$1.4B

56 positions

#10BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$NEE $USB $TXN

$174M

32 positions

#11Torren Management, LLCActive

Notable overlap · 3 shared positions

$NEE $PLTR $KO

$201M

983 positions

#12Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$NEE $USB $ABT

$1.1B

81 positions

#13MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$NEE $KO $GD

$295M

82 positions

#14High Probability Advisors, LLCActive

Notable overlap · 3 shared positions

$NEE $MDLZ $HIG

$781M

67 positions

#15CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$NEE $KKR $MDLZ $HUM

$298M

99 positions

#16HMV Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $ABT $LMT $TXN $PLTR $KKR

$213M

81 positions

#17CONNORS INVESTOR SERVICES INCActive

Notable overlap · 4 shared positions

$PLTR $KO $ABT $PWR

$1.1B

149 positions

#18Slocum, Gordon & Co LLPPassive

Notable overlap · 3 shared positions

$NEE $AEP $LMT

$147M

64 positions

#19Constitution Capital LLCActive

Notable overlap · 5 shared positions

$NEE $KO $AEP $UNH $LMT

$200M

61 positions

#20Aureus Asset Management, LLCPassive

Some overlap · 7 shared positions

$NEE $ABT $UNH $SCI $AWK $TXN

$1.5B

225 positions

#21Financial Sense Advisors, Inc.Passive

Some overlap · 3 shared positions

$NEE $PLTR $AWK

$493M

142 positions

#22Sun Group Wealth PartnersPassive

Some overlap · 4 shared positions

$PLTR $ABT $KO $LMT

$127M

73 positions

#23Rockline Wealth Management, LLCActive

Some overlap · 5 shared positions

$PLTR $GD $NEE $AEP $KTOS

$460M

108 positions

#24ALLEN OPERATIONS LLCSmart money

Some overlap · 3 shared positions

$PLTR $KO $UNH

$670M

35 positions

#25ATWOOD & PALMER INCPassive

Some overlap · 3 shared positions

$PLTR $VRTX $LMT

$1.8B

531 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.