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Hedge Funds Similar to Game Plan Financial Advisors,

13F Portfolio OverlapQ1 2026Game Plan Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Game Plan Financial Advisors, LLC is an institutional investor managing $222M across 348 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 Game Plan Financial Advisors, are Regents Gate LLP, J. L. Bainbridge & ,, Joseph Group, with shared positions in $ETN, $RPM, $SHW, $AXP, $T, $HON. The full ranking of 25 similar funds is below.

#1Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$ETN$RPM$SHW
$469M
36 positions
#2J. L. Bainbridge & Co., Inc.Active
Some overlap · 3 shared positions
$ETN$AXP$T
$1.1B
107 positions
#3Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$ETN$RPM$T
$400M
379 positions
#4BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$ETN$AXP$HON$AMD
$326M
390 positions
#5Perkins Coie Trust CoPassive
Some overlap · 4 shared positions
$ETN$SHW$HON$T
$520M
257 positions
#6SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$ETN$SHW$PLTR
$111M
52 positions
#7Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$SHW$PM
$509M
210 positions
#8MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ETN$HON$PLTR$AMD
$314M
163 positions
#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$ETN$AXP$AMD
$180M
58 positions
#10ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$RPM$AXP$HON
$1.7B
86 positions
#11MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$AXP$SHW$SAN$AMD
$508M
88 positions
#12Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$ETN$AXP$HON
$100M
54 positions
#13Parrish Capital LLCPassive
Some overlap · 4 shared positions
$ETN$T$AXP$PM
$112M
86 positions
#14Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$SAN$AXP$PLTR
$102M
84 positions
#15ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 4 shared positions
$SHW$AXP$HON$AMD
$155M
150 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$SHW$HON
$446M
104 positions
#17CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$AXP$SHW$ETN
$4.3B
280 positions
#18Port Capital LLCActive
Some overlap · 3 shared positions
$ETN$SHW$AXP
$2.2B
82 positions
#19Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$ETN$HON$SHW
$118M
85 positions
#20DOVER ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ETN$HON$AXP$PM
$242M
159 positions
#21WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$ETN$SHW$PLTR
$470M
119 positions
#22Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$GRWG$AXP$PLTR$AMD
$247M
66 positions
#23Resolute Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$T$SAN$PLTR$AXP$SHW
$232M
114 positions
#24Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$SAN$AXP
$112M
97 positions
#25SEARLE & CO.Passive
Some overlap · 4 shared positions
$AXP$HON$ETN$PM
$398M
194 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.