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 Planning

13F Portfolio OverlapQ1 2026Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital Planning LLC is an institutional investor managing $307M across 82 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 Planning are Gratus Wealth Advisors,, DAGCO,, Wheelhouse Advisory Group, with shared positions in $MS, $NTRB, $MAR, $HUM, $PWR, $GE. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive

Substantial overlap · 6 shared positions

$MS $NTRB $MAR $HUM $PWR $GE

$691M

138 positions

#2DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $MAR $TMO

$461M

353 positions

#3Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$MAR $NTRB $HUM $BA

$302M

51 positions

#4Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $HUM $NTRB $GE

$156M

44 positions

#5Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $HUM $DOV

$151M

97 positions

#6APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $MAR $BA

$117M

72 positions

#7Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $NTRB $HUM $DOV

$191M

88 positions

#8FC Advisory LLCActive

Notable overlap · 4 shared positions

$MS $NTRB $HUM $DOV

$342M

115 positions

#9Seven Springs Wealth Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $GE

$432M

81 positions

#10Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$MS $PWR $BA $APH

$159M

55 positions

#11KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $PWR

$147M

89 positions

#12Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $HUM $MAR

$124M

101 positions

#13LongView Asset Management LLC

Notable overlap · 3 shared positions

$MS $HUM $ABT

$143M

51 positions

#14Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MAR $GE

$995M

193 positions

#15SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $TMO $BAH

$103M

37 positions

#16Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $NTRB $HUM

$526M

77 positions

#17Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $MAR $HUM

$453M

103 positions

#18Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$MS $MAR $BA $TMO

$224M

47 positions

#19Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $NTRB $HUM

$269M

81 positions

#20VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$MAR $NTRB $MS

$11.8B

55 positions

#21Wall Street Financial Group, Inc.Passive

Notable overlap · 3 shared positions

$MAR $MS $GE

$169M

667 positions

#22Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$MAR $NTRB $MS

$811M

75 positions

#23Caldwell Investment Management Ltd.Active

Notable overlap · 4 shared positions

$MS $TMO $PWR $CLS

$255M

57 positions

#24Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 5 shared positions

$NTRB $PWR $MAR $HUM $BA

$450M

187 positions

#25Clifford Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $MS $ABT

$130M

80 positions

Compare Planning’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Planning’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.