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Hedge Funds Similar to Game Plan Financial Advisors

13F Portfolio OverlapQ2 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 $269M across 465 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 Game Plan Financial Advisors are Winthrop Partners - WNY, Two Point, SPRING, with shared positions in $ETN, $GLW, $CB, $PM, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Winthrop Partners - WNY, LLCPassive
Notable overlap · 4 shared positions
$ETN$GLW$CB$PM
$202M
87 positions
#2Two Point Capital Management, Inc.Active
Notable overlap · 4 shared positions
$ETN$GLW$HON$HONA
$248M
30 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ETN$QCOM$PLTR
$205M
55 positions
#4BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$AXP$QCOM$HON$HONA
$371M
394 positions
#5J. L. Bainbridge & Co., Inc.Active
Some overlap · 3 shared positions
$ETN$AXP$PM
$1.3B
115 positions
#6J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$ETN$HON$HONA
$1.1B
51 positions
#7BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$AXP$ETN
$4.1B
151 positions
#8CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXP$GLW$CB$MS
$2.0B
76 positions
#9ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$RPM$CB$HON$HONA
$1.9B
88 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$AXP$ETN$PLTR
$560M
132 positions
#11BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$QCOM$CB$AXP$PM
$515M
142 positions
#12ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$ETN$GLW$PLTR
$753M
223 positions
#13Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$AXP$QCOM$MS
$212M
109 positions
#14RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$ETN$QCOM
$1.1B
90 positions
#15First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$GLW$ETN$QCOM$HON$HONA
$1.4B
208 positions
#16MCDONALD PARTNERS LLCPassive
Some overlap · 3 shared positions
$ETN$RPM$HON
$412M
621 positions
#17FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$ETN$AXP$MS
$1.7B
324 positions
#18Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$ETN$AXP$HON$HONA
$113M
58 positions
#19SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$ETN$GLW$QCOM$PM
$445M
194 positions
#20MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 4 shared positions
$ETN$QCOM$PLTR$HON
$314M
163 positions
#21Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$ETN$CB$AXP
$297M
129 positions
#22Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$ETN$GLW$CB
$251M
74 positions
#23Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$ETN$CB$HON$HONA
$739M
344 positions
#24BEARING POINT CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ETN$AXP$CB$GLW
$740M
203 positions
#25RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$AXP$GLW
$414M
188 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.