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Hedge Funds Similar to Consolidated Planning

13F Portfolio OverlapQ3 2026Consolidated Planning portfolio →
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Most similar hedge funds by 13F overlap

Consolidated Planning Corp is an institutional investor managing $735M across 186 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Consolidated Planning are ADE, Planning Strategies, D'Orazio & Associates, with shared positions in $BAH, $PM, $ADI, $SPCX, $VZ, $KLAC. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Substantial overlap · 4 shared positions
$BAH$PM$ADI$SPCX
$237M
93 positions
#2Planning Strategies Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$VZ
$169M
1,159 positions
#3D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$KLAC
$864M
322 positions
#4PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$HEI$ADP
$421M
67 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$FIX$APH$PM$VZ$ABT
$513M
70 positions
#6Monument Capital ManagementPassive
Notable overlap · 5 shared positions
$FIX$APH$CASY$CAH$KLAC
$480M
255 positions
#7AdvisorShares Investments LLCActive
Notable overlap · 5 shared positions
$FIX$CASY$APH$HEI$ABT
$828M
269 positions
#8Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$BAH$APH$ADI
$830M
159 positions
#9Freedom Day Solutions, LLCActive
Notable overlap · 5 shared positions
$FIX$CASY$KLAC$MS$HEI
$455M
133 positions
#10Dorsey Wright & AssociatesPassive
Notable overlap · 4 shared positions
$FIX$APH$CAH$BNY
$590M
131 positions
#11Wingate Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$VZ
$241M
128 positions
#12Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$ADI$SPCX
$849M
121 positions
#13SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$BAH$APH$HEI
$194M
51 positions
#14Horizon Investment Services, LLCPassive
Some overlap · 4 shared positions
$FIX$APH$KLAC$TEL
$360M
143 positions
#15Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$BAH$HEI$ABT
$558M
90 positions
#16NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$MS$VZ
$324M
194 positions
#17Great Diamond Partners, LLCPassive
Some overlap · 6 shared positions
$KLAC$CAH$BNY$MS$UNM$ADP
$596M
238 positions
#18DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$CASY$APH$VZ$ABT$ADP
$1.8B
269 positions
#19Harfst & Associates, Inc.Active
Some overlap · 5 shared positions
$BAH$KLAC$LAD$APH$MS
$667M
122 positions
#20RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$APH$KLAC$FIX$CAH
$2.5B
234 positions
#21JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$FIX$KLAC$ADI$ABT$ADP
$1.1B
242 positions
#22PCB Capital LLCPassive
Some overlap · 4 shared positions
$APH$KLAC$VZ$PM
$82M
114 positions
#23VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$APH$CAH$BNY$FIX
$189M
218 positions
#24Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$VZ$KLAC$BNY$ADI$CAH
$1.0B
204 positions
#25MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$BNY$PM
$350M
708 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.