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Hedge Funds Similar to Valtinson Bruner Financial Planning

13F Portfolio OverlapQ1 2026Valtinson Bruner Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Valtinson Bruner Financial Planning LLC is an institutional investor managing $364M across 171 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 Valtinson Bruner Financial Planning are Landing Point Financial Group,, MAIMON WEALTH LTD., Global Strategic Investment Solutions,, with shared positions in $RELX, $WFC, $UNH, $GMM, $AMD, $ECL. The full ranking of 25 similar funds is below.

#1Landing Point Financial Group, LLCActive
Notable overlap · 3 shared positions
$RELX$WFC$UNH
$206M
93 positions
#2MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 3 shared positions
$RELX$GMM$AMD
$114M
77 positions
#3Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$GMM$RELX$ECL
$1.0B
145 positions
#4MATAURO, LLCActive
Some overlap · 4 shared positions
$GMM$REGN$HON$UNH
$692M
145 positions
#5PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$RELX$REGN$GLDM
$226M
70 positions
#6WealthTrak Capital Management LLCPassive
Some overlap · 4 shared positions
$GMM$REGN$GLDM$SLV
$140M
80 positions
#7Tradewinds Capital Management, LLCActive
Some overlap · 6 shared positions
$GMM$GLDM$HON$RELX$XEL$WFC
$504M
719 positions
#8EPIQ PARTNERS, LLCPassive
Some overlap · 6 shared positions
$HBAN$GBTC$XEL$MDT$ECL$UNH
$214M
83 positions
#9Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GMM$WFC$GLDM$MCK
$225M
196 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$HBAN$REGN$MDT$HON$UNH
$151M
135 positions
#11JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$GMM$GLDM$GGG$MDT
$1.2B
819 positions
#12LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GMM$GLDM$GBTC
$108M
77 positions
#13Black Maple Capital Management LPActive
Some overlap · 3 shared positions
$HBAN$AMD$WFC
$179M
98 positions
#14Revisor Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$MDT$WFC$SLV
$362M
327 positions
#15Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$HBAN$AMD$ECL
$190M
464 positions
#16Prana Capital Management, LPPassive
Some overlap · 3 shared positions
$HBAN$WFC$TGT
$3.3B
131 positions
#17Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$RELX$REGN$HON$SLV
$381M
159 positions
#18Walsh & Associates, LLCPassive
Some overlap · 3 shared positions
$GMM$GGG$WFC
$101M
287 positions
#19BlueStem Wealth Partners, LLCActive
Some overlap · 5 shared positions
$GMM$REGN$UNH$TGT$WFC
$900M
124 positions
#20Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$REGN$WFC
$818M
152 positions
#21Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$GMM$WFC$MDT
$171M
132 positions
#22Chaney Capital Management, Inc.Smart money
Some overlap · 4 shared positions
$GMM$SLV$MDT$AMD
$284M
41 positions
#23KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GMM$ECL$SLV
$774M
216 positions
#24MA Private WealthActive
Some overlap · 3 shared positions
$GMM$AMD$GBTC
$591M
86 positions
#25LPWM LLCActive
Some overlap · 3 shared positions
$GMM$UNH$ECL
$396M
94 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.