13F Pro

Hedge Funds Similar to Midwest Professional Planners, LTD.

13F Portfolio OverlapQ1 2026Midwest Professional Planners, LTD. portfolio →
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Most similar hedge funds by 13F overlap

Midwest Professional Planners, LTD. is an institutional investor managing $425M across 137 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 Midwest Professional Planners, LTD. are Karani Asset, Glass Wealth, McGuire Investment Group,, with shared positions in $AMAT, $LRCX, $CMI, $AMD, $AXP, $ADI. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Notable overlap · 6 shared positions
$AMAT$LRCX$CMI$AMD$AXP$ADI
$122M
54 positions
#2Glass Wealth Management Co LLCPassive
Notable overlap · 6 shared positions
$AMAT$LRCX$LMT$ETN$NOC$CTVA
$258M
67 positions
#3McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$AMAT$LRCX$AMD$CMI$ADI$LMT
$885M
121 positions
#4CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$AMAT$ETN$LMT$AMD$COF
$1.0B
93 positions
#5Northwest Bancshares, Inc.Active
Some overlap · 4 shared positions
$AMAT$LRCX$CMI$LMT
$502M
168 positions
#6NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$AMAT$EPAM$MCO$UNP$WM$ETN
$1.5B
139 positions
#7Westhampton Capital, LLCPassive
Some overlap · 5 shared positions
$LRCX$CMI$ETN$LMT$WM
$214M
129 positions
#8Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$CMI$AMD$ETN$UNP
$156M
98 positions
#9Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$AMAT$LRCX$AMD$TER$ADI
$24.6B
1,057 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$CMI$ETN$AXP$UNP$CTVA$WM
$572M
150 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMAT$ETN$LMT$NSC$ADI
$184M
32 positions
#12Tairen Capital LtdActive
Some overlap · 4 shared positions
$AMAT$LRCX$AMD$TER
$924M
44 positions
#13Rydar Equities, Inc.Passive
Some overlap · 6 shared positions
$LMT$COF$CMI$AXP$UNP$WM
$129M
92 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$CMI$ETN$LMT$UNP$RF$WM
$215M
125 positions
#15Taylor Hoffman Capital Management LLCPassive
Some overlap · 4 shared positions
$AMAT$LRCX$MCO$UNP
$325M
116 positions
#16Pflug Koory, LLCPassive
Some overlap · 6 shared positions
$AMAT$UNP$LMT$NOC$SNOW$NSC
$218M
419 positions
#17MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$LRCX$ETN$LMT$AXP$RF
$460M
115 positions
#18Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$AMAT$AMD$AXP$WM$ADI$UNP
$1.2B
135 positions
#19Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$AMAT$LRCX$TER$AMD
$722M
61 positions
#20CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$LRCX$CMI$RF$NSC$ADI
$6.6B
63 positions
#21Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$LRCX$AMAT$AMD$ADI
$1.5B
64 positions
#22Western Financial Corp/CAActive
Some overlap · 5 shared positions
$LRCX$AMAT$LMT$AMD$ADI
$255M
127 positions
#23GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$LRCX$AMAT$TER$AMD$ADI
$6.0B
624 positions
#24Stiles Financial Services IncPassive
Some overlap · 5 shared positions
$LRCX$AMD$AMAT$CMI$LMT
$327M
177 positions
#25Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$LMT$AXP$NSC$WM
$101M
80 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.