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Hedge Funds Similar to WealthPLAN Partners,

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

WealthPLAN Partners, LLC is an institutional investor managing $518M across 221 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 WealthPLAN Partners, are XML Financial,, RIDGECREST WEALTH PARTNERS,, Stillwater Wealth Group, with shared positions in $MS, $REGN, $KKR, $WT, $IBM, $AMGN. The full ranking of 25 similar funds is below.

#1XML Financial, LLCPassive
Notable overlap · 7 shared positions
$MS$REGN$KKR$WT$IBM$AMGN
$1.2B
421 positions
#2RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MS$KKR$IBM$AMGN$UNP$MCK
$181M
96 positions
#3Stillwater Wealth Management GroupPassive
Some overlap · 5 shared positions
$MS$REGN$AGQ$VZ$AMGN
$162M
77 positions
#4Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$MS$REGN$FSCO$IBM$VZ
$199M
130 positions
#5SWEENEY & MICHEL, LLCActive
Some overlap · 5 shared positions
$MS$KKR$VZ$AMGN$WT
$340M
145 positions
#6Provident Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$REGN$WT$AGQ
$331M
134 positions
#7Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$KKR$AGQ$IBM
$383M
290 positions
#8Talisman Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MS$KKR$WT
$124M
101 positions
#9YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$MS$KKR$WT
$248M
125 positions
#10truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$MS$KKR$WT
$97M
49 positions
#11Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$KKR$WT$AMGN
$175M
152 positions
#12FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MS$KKR$WT$IBM$BAH
$233M
350 positions
#13Meridian Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$WT$AGQ$KKR$IBM
$183M
141 positions
#14Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 4 shared positions
$MS$WT$KKR$REGN
$589M
590 positions
#15Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$WT$UNP$VZ
$263M
121 positions
#16Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$UNP$BAH$O$VZ$AMGN
$601M
149 positions
#17Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$WT$AMGN$EMR
$1.2B
262 positions
#18KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$MS$REGN$AGQ$KKR
$147M
89 positions
#19PSI Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$REGN$WT$VZ
$418M
156 positions
#20Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$MS$KKR$MCK
$255M
57 positions
#21Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$WT$REGN$VZ
$284M
125 positions
#22Flagship Capital Management Inc.Active
Some overlap · 5 shared positions
$MS$REGN$VZ$AMGN$IBM
$136M
48 positions
#23MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MS$KKR$WT
$145M
84 positions
#24Investment Partners Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MS$REGN$WT$IBM$VZ
$162M
163 positions
#25COFG Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$KKR$UNP$BAH
$404M
241 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.