Hedge Funds Similar to Bernardo Wealth Planning

13F Portfolio OverlapQ2 2026Bernardo Wealth Planning portfolio →

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Most similar hedge funds by 13F overlap

Bernardo Wealth Planning LLC is an institutional investor managing $585M across 139 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Bernardo Wealth Planning are Coyle Financial Counsel, American National Bank of Texas, Highland Investment Advisors, with shared positions in $DOV, $MCD, $PGR, $MRVL, $PM, $WFC. The full ranking of 25 similar funds is below.

#1Coyle Financial Counsel LLCActive

Notable overlap · 4 shared positions

$DOV $MCD $PGR $MRVL

$548M

126 positions

#2American National Bank of TexasActive

Notable overlap · 3 shared positions

$110M

56 positions

#3Highland Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$229M

734 positions

#4BRANDYWINE TRUST COSmart money

Notable overlap · 3 shared positions

$621M

33 positions

#5Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $MCD $MRVL

$300M

68 positions

#6PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $MCD $MRVL

$216M

110 positions

#7TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$667M

135 positions

#8Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$484M

126 positions

#9Rakuten Investment Management, Inc.

Notable overlap · 3 shared positions

$34.6B

467 positions

#10Neumann Capital Management, LLCActive

Notable overlap · 3 shared positions

$151M

58 positions

#11Intelligent Financial StrategiesSmart money

Notable overlap · 3 shared positions

$208M

60 positions

#12Newton One Investments LLCActive

Notable overlap · 3 shared positions

$397M

146 positions

#13AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$832M

230 positions

#14Addison Capital CoActive

Notable overlap · 3 shared positions

$610M

184 positions

#15Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$197M

228 positions

#16Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$637M

125 positions

#17Novak & Powell Financial Services, Inc.Passive

Some overlap · 4 shared positions

$DOV $PM $MCD $GLW

$212M

171 positions

#18Coordinated Financial Services, Inc.

Some overlap · 3 shared positions

$174M

176 positions

#19Foster Group, Inc.Active

Some overlap · 4 shared positions

$DOV $PM $MCD $WFC

$3.8B

318 positions

#20SilverOak Wealth Management LLCActive

Some overlap · 3 shared positions

$DOV $WFC $MRVL

$777M

126 positions

#21SWP FINANCIAL LLCActive

Some overlap · 3 shared positions

$216M

78 positions

#22Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$149M

636 positions

#23XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$797M

340 positions

#24Park Edge Advisors, LLCActive

Some overlap · 4 shared positions

$DOV $GLW $PM $WFC

$475M

154 positions

#25WBH ADVISORY INCPassive

Some overlap · 3 shared positions

$1.5B

363 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.