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Hedge Funds Similar to Franklin, Parlapiano, Turner & Welch,

13F Portfolio OverlapQ1 2026Franklin, Parlapiano, Turner & Welch, portfolio →
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Most similar hedge funds by 13F overlap

Franklin, Parlapiano, Turner & Welch, LLC is an institutional investor managing $442M across 55 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 Franklin, Parlapiano, Turner & Welch, are CHRISTINE MESSMER PC, Gordian Advisors, Efficient Advisors,, with shared positions in $SNOW, $COP, $APD, $MDT, $EXPD, $CL. The full ranking of 25 similar funds is below.

#1CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$COP$APD$MDT
$156M
80 positions
#2Gordian Advisors LLCSmart money
Notable overlap · 5 shared positions
$SNOW$COP$EXPD$CL$GE
$150M
55 positions
#3Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$SCHW
$1.4B
58 positions
#4Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$SCHW
$184M
157 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$COP$MCD
$247M
71 positions
#6Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$SNOW$COP$PSX
$488M
799 positions
#7BCM ADVISORS, LLCActive
Notable overlap · 4 shared positions
$SNOW$COP$CNI$CL
$507M
78 positions
#8Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$SCHW
$950M
192 positions
#9KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 4 shared positions
$SNOW$MDT$SCHW$GE
$192M
43 positions
#10Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$SNOW$MDT$SCHW
$346M
77 positions
#11Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$SNOW$SCHW$WEC
$931M
518 positions
#12FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$SNOW$SCHW$MCD$MU
$754M
345 positions
#13SOUTHERN MICHIGAN BANK & TRUSTActive
Notable overlap · 3 shared positions
$SNOW$SCHW$MCD
$261M
424 positions
#14Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SNOW$SCHW$MCD
$335M
104 positions
#15HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$MCD
$187M
72 positions
#16Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$COP$PSX$MCD
$1.2B
67 positions
#17Courage Miller Partners, LLCActive
Notable overlap · 4 shared positions
$SNOW$GEV$GE$MCD
$354M
92 positions
#18Family Investment Center, Inc.Active
Notable overlap · 4 shared positions
$SNOW$COP$GE$MU
$520M
91 positions
#19Francis Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$GE$MCD
$539M
115 positions
#20Wealth Advisory Team LLC
Notable overlap · 3 shared positions
$SNOW$GE$MCD
$113M
39 positions
#21Planned Solutions, Inc.Active
Notable overlap · 3 shared positions
$SNOW$MCD$MU
$306M
139 positions
#22LVW Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$MCD$MU
$1.0B
436 positions
#23True Link Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$GE$GEV
$1.6B
418 positions
#24Zhang Financial LLCActive
Notable overlap · 4 shared positions
$SNOW$BDX$COP$MU
$2.9B
367 positions
#25CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SNOW$SCHW$COP
$232M
44 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.