How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to S.E.E.D. Planning Group

13F Portfolio OverlapQ1 2026S.E.E.D. Planning Group portfolio →

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Most similar hedge funds by 13F overlap

S.E.E.D. Planning Group LLC is an institutional investor managing $344M 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 S.E.E.D. Planning Group are COMPASS ,, M. Kraus &, Cincinnati Specialty Underwriters Insurance, with shared positions in $LIN, $SHW, $TMO, $ADP, $FAST, $ACN. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$LIN $SHW $TMO $ADP $FAST $ACN

$1.7B

87 positions

#2M. Kraus & CoActive

Notable overlap · 5 shared positions

$NEE $TMO $ENB $LIN $IBM

$343M

81 positions

#3Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$ENB $VLO $ADP $TMO $NEE $USB

$412M

46 positions

#4Paradiem, LLCPassive

Notable overlap · 6 shared positions

$NEE $VLO $LMT $A $ADP $FAST

$454M

70 positions

#5CINCINNATI CASUALTY COActive

Notable overlap · 5 shared positions

$ADP $ENB $TMO $USB $ACN

$191M

24 positions

#6PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$SHW $NEE $ADP $LOW $IBM

$196M

53 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 5 shared positions

$LIN $NEE $LMT $TMO $ACN

$1.2B

69 positions

#8America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$TMO $ADP $ENB $USB

$536M

41 positions

#9Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$LIN $CBRE $TMO $IBM

$207M

53 positions

#10ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Notable overlap · 5 shared positions

$SHW $NEE $VLO $LMT $TMO

$148M

106 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $NEE $LMT $LOW $TMO $AMAT

$1.1B

105 positions

#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 7 shared positions

$USB $LIN $TMO $NEE $LNG $AMAT

$60M

36 positions

#13Aureus Asset Management, LLCPassive

Notable overlap · 4 shared positions

$NEE $LIN $TMO $AMAT

$1.5B

225 positions

#14Mirova US LLCActive

Notable overlap · 4 shared positions

$NEE $TMO $LOW $ACN

$8.8B

42 positions

#15Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$NEE $LMT $ENB $ADP $LOW $ACN

$105M

62 positions

#16Ark Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$VLO $NEE $LMT $LIN $LOW

$101M

80 positions

#17Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$LMT $LIN $LOW $TMO $IBM

$353M

78 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$SHW $LMT $USB $ADP $ACN

$139M

62 positions

#19Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$TMO $VLO $USB

$216M

20 positions

#20SUMMITRY LLCPassive

Notable overlap · 4 shared positions

$A $TMO $LOW $USB

$2.3B

266 positions

#21Aviso Financial Inc.Active

Notable overlap · 4 shared positions

$ENB $TMO $LIN $SHW

$2.8B

338 positions

#22NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 4 shared positions

$NEE $LIN $A $LOW

$676M

125 positions

#23Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$LIN $ADP $LMT

$199M

40 positions

#24CANTILLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$CBRE $TMO $A $AMAT $FAST

$15.1B

38 positions

#25Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 4 shared positions

$TMO $A $EQIX $LNG

$566M

59 positions

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View S.E.E.D. Planning Group’s holdings

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.