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Hedge Funds Similar to MPS Loria Financial Planners,

13F Portfolio OverlapQ1 2026MPS Loria Financial Planners, portfolio →
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Most similar hedge funds by 13F overlap

MPS Loria Financial Planners, LLC is an institutional investor managing $379M across 89 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 MPS Loria Financial Planners, are BRANDES INVESTMENT PARTNERS,, WEALTHEDGE INVESTMENT ADVISORS,, Kinsale Group,, with shared positions in $EPAM, $PGR, $MCK, $UNH, $ABT, $MCD. The full ranking of 25 similar funds is below.

#1BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 4 shared positions
$EPAM$PGR$MCK$UNH
$14.1B
186 positions
#2WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$EPAM$PGR$UNH$ABT$MCD$GE
$272M
141 positions
#3Kinsale Capital Group, Inc.Active
Some overlap · 7 shared positions
$PGR$MCK$UNH$SHW$MAR$MCD
$624M
41 positions
#4NORRIS PERNE & FRENCH LLP/MIActive
Slight overlap · 4 shared positions
$EPAM$ABT$SHW$WM
$1.5B
139 positions
#5Embree Financial GroupPassive
Slight overlap · 5 shared positions
$EPAM$ABT$MAR$MCD$HUM
$849M
265 positions
#6Financial Council, LLCActive
Slight overlap · 5 shared positions
$EPAM$ABT$MAR$GE$GEV
$259M
101 positions
#7FAYEZ SAROFIM & COActive
Slight overlap · 5 shared positions
$PGR$UNH$ABT$MAR$MCD
$39.1B
294 positions
#8Mosaic Advisors LLCPassive
Slight overlap · 4 shared positions
$EPAM$SHW$MAR$HUM
$67M
42 positions
#9Nvest Financial, LLCPassive
Slight overlap · 4 shared positions
$EPAM$PGR$SHW$NEE
$268M
139 positions
#10MATTERN CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 7 shared positions
$UNH$ABT$SHW$MCD$WEC$NEE
$835M
170 positions
#11McClarren Financial Advisors, Inc.Active
Slight overlap · 5 shared positions
$EPAM$MCK$MAR$HUM$DIS
$169M
79 positions
#12ALLIANCEBERNSTEIN L.P.Passive
Slight overlap · 5 shared positions
$PGR$UNH$MCK$GE$DIS
$308.8B
3,228 positions
#13Great Diamond Partners, LLCPassive
Slight overlap · 4 shared positions
$EPAM$SHW$NEE$WM
$520M
228 positions
#14Zuckerman Investment Group, LLCActive
Slight overlap · 4 shared positions
$PGR$MCK$ABT$DIS
$1.1B
135 positions
#15Cornerstone Advisors, LLCActive
Slight overlap · 5 shared positions
$PGR$MCK$SHW$GE$GEV
$2.7B
99 positions
#16William B. Walkup & Associates, Inc.Active
Slight overlap · 5 shared positions
$MCK$UNH$ABT$MCD$VZ
$167M
163 positions
#17Portfolio Strategies, Inc.Active
Slight overlap · 3 shared positions
$EPAM$SHW$MAR
$811M
75 positions
#18LCNB CORPPassive
Slight overlap · 3 shared positions
$EPAM$ABT$MCD
$297M
186 positions
#19GM Advisory Group, LLCActive
Slight overlap · 3 shared positions
$EPAM$SHW$HUM
$2.6B
374 positions
#20Capital Research Global InvestorsActive
Slight overlap · 5 shared positions
$PGR$UNH$ABT$GE$NEE
$644.6B
459 positions
#21PATTEN & PATTEN INC/TNPassive
Slight overlap · 4 shared positions
$PGR$UNH$ABT$NEE
$1.7B
338 positions
#22MAIRS & POWER INCActive
Slight overlap · 6 shared positions
$UNH$ABT$SHW$WEC$VZ$WM
$9.8B
245 positions
#23EPIQ PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$EPAM$UNH$NEE
$214M
83 positions
#24Calamos Wealth Management LLCPassive
Slight overlap · 3 shared positions
$EPAM$SHW$WM
$2.9B
546 positions
#25Councilmark Asset Management, LLCActive
Slight overlap · 5 shared positions
$PGR$MCK$HUM$VZ$DIS
$174M
85 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.