13F Pro

Hedge Funds Similar to Planning Advisors,

13F Portfolio OverlapQ1 2026Planning Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital Planning Advisors, LLC is an institutional investor managing $692M across 146 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 Planning Advisors, are Roan Partners, New Perspectives,, LWM Advisory Services,, with shared positions in $WT, $GLDM, $SE, $SHW, $IBM, $ETN. The full ranking of 25 similar funds is below.

#1Roan Capital PartnersPassive
Notable overlap · 3 shared positions
$WT$GLDM$SE
$108M
77 positions
#2New Perspectives, IncSmart money
Notable overlap · 3 shared positions
$WT$GLDM$SHW
$289M
44 positions
#3LWM Advisory Services, LLCPassive
Notable overlap · 5 shared positions
$WT$GLDM$IBM$ETN$APH
$94M
76 positions
#4Team Financial Group, LLCActive
Notable overlap · 5 shared positions
$WT$GLDM$AMN$DE$IBM
$220M
273 positions
#5Magnolia Private Wealth, LLCPassive
Notable overlap · 5 shared positions
$WT$GLDM$AMN$APH$GEV
$150M
134 positions
#6SNS Financial Group, LLCActive
Notable overlap · 4 shared positions
$WT$GLDM$AMN$ABT
$1.2B
208 positions
#7OakTrust Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLDM$WT$AMN$IBM
$110M
68 positions
#8Avid Wealth Partners LLCActive
Notable overlap · 4 shared positions
$GLDM$WT$GEV$BAC
$212M
71 positions
#9Tidemark, LLCPassive
Notable overlap · 3 shared positions
$WT$GLDM$ASML
$393M
901 positions
#10Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$WT$GLDM$SHW
$153M
96 positions
#11IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$WT$AMN$GEV$VRT$SHW
$446M
95 positions
#12Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$WT$SE$DE$BAC
$90M
65 positions
#13AIFG Consultants Ltd.
Notable overlap · 4 shared positions
$GLDM$WT$GEV$BAC
$58M
54 positions
#14SYM FINANCIAL CorpActive
Notable overlap · 4 shared positions
$WT$SE$GEV$APH
$1.0B
415 positions
#15Key FInancial IncPassive
Notable overlap · 3 shared positions
$WT$SE$ABT
$562M
1,394 positions
#16Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$SE$IBM
$253M
76 positions
#17Trilogy Capital Inc.Passive
Notable overlap · 4 shared positions
$WT$SE$AMN$VRT
$2.3B
390 positions
#18UPTICK PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$WT$AMN$GLDM
$502M
293 positions
#19WealthPoint Financial, LLCPassive
Notable overlap · 4 shared positions
$WT$GLDM$PH$BAC
$115M
117 positions
#20Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 4 shared positions
$WT$AMN$GLDM$SHW
$132M
80 positions
#21CONTINUUM WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$GLDM$WT$GEV$IBM
$241M
70 positions
#22Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 4 shared positions
$WT$IBM$GLDM$ETN
$153M
344 positions
#23Aspire Capital Advisors LLCActive
Notable overlap · 4 shared positions
$WT$AMN$SHW$DE
$444M
122 positions
#24Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$DE
$119M
51 positions
#25Etesian Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$AMN$BAC$IBM
$313M
138 positions

Compare Planning Advisors,’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 Planning Advisors,’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.