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Hedge Funds Similar to Planning Advisors

13F Portfolio OverlapQ1 2026Planning Advisors portfolio →
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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 SIGNATURE ESTATE & INVESTMENT ADVISORS, Hollow Brook Wealth, Cardinal Strategic Wealth Guidance, with shared positions in $GLDM, $VRT, $APH, $ANET, $ABT, $ASML. The full ranking of 25 similar funds is below.

#1SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$GLDM$VRT$APH$ANET
$5.6B
669 positions
#2Hollow Brook Wealth Management LLCActive
Notable overlap · 4 shared positions
$GLDM$ABT$VRT$ASML
$504M
78 positions
#3Cardinal Strategic Wealth GuidanceActive
Notable overlap · 4 shared positions
$GLDM$SHW$ABT$NEE
$441M
67 positions
#4Chatterton & Associates Inc.Passive
Notable overlap · 4 shared positions
$GLDM$ETN$ASML$FTNT
$170M
101 positions
#5Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$ETN$ASML
$165M
118 positions
#6My Portfolio Guide, LLC
Notable overlap · 3 shared positions
$GLDM$VRT$ANET
$181M
166 positions
#7Cedar Point Capital Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$DE$NEE
$174M
77 positions
#8Mission Creek Capital Partners, Inc.Passive
Notable overlap · 6 shared positions
$GLDM$VRT$ETN$ASML$ANET$NEE
$569M
231 positions
#9Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$ASML$ABT
$479M
155 positions
#10RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$ANET$ETN
$135M
79 positions
#11Bangor Savings BankActive
Notable overlap · 3 shared positions
$GLDM$FTNT$NEE
$1.4B
543 positions
#12RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$ETN$NEE
$581M
172 positions
#13Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$GLDM$ABT$ETN
$5.3B
1,313 positions
#14Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$BX$NEE
$214M
122 positions
#15KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$APH$ABT
$134M
103 positions
#16Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$ASML$VRT
$444M
935 positions
#17FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$GLDM$VRT$GWW$ASML$NEE
$1.7B
208 positions
#18INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$ABT$DE
$874M
189 positions
#19ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$GLDM$ASML$BX$VRT
$621M
90 positions
#20MAI Capital ManagementPassive
Some overlap · 3 shared positions
$GLDM$SHW$ETN
$26.6B
2,108 positions
#21Gradient Investments LLCPassive
Some overlap · 5 shared positions
$GLDM$ETN$APH$ASML$NEE
$7.2B
448 positions
#22LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$GLDM$VRT$FTNT
$218M
155 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$VRT$PH$APH$ASML$DE$ANET
$255M
144 positions
#24Aspetuck Financial Management LLCActive
Some overlap · 5 shared positions
$GLDM$VRT$BX$ASML$NEE
$170M
79 positions
#25Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$DE$NEE
$1.1B
106 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.