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 Consolidated Planning

13F Portfolio OverlapQ1 2026Consolidated Planning portfolio →

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Most similar hedge funds by 13F overlap

Consolidated Planning Corp is an institutional investor managing $617M across 144 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 Consolidated Planning are Vigil Wealth ,, Beacon Harbor Wealth Advisors,, OakTrust Wealth Advisors,, with shared positions in $BAH, $PM, $MS, $WT, $FIX, $VZ. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BAH $PM $MS $WT

$124M

75 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$WT $FIX $VZ $PM $APH $KO

$477M

70 positions

#3OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BAH $WT $CME

$110M

68 positions

#4Crawford Fund Management, LLCPassive

Notable overlap · 4 shared positions

$WT $BAH $NXST $PM

$520M

183 positions

#5Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$BAH $CASY $MS $WT

$198M

290 positions

#6Freedom Day Solutions, LLCActive

Notable overlap · 4 shared positions

$WT $FIX $CASY $HEI

$373M

96 positions

#7D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$BAH $MS $PM

$772M

299 positions

#8PYA Waltman Capital, LLCActive

Notable overlap · 3 shared positions

$BAH $HEI $VZ

$361M

67 positions

#9Per Stirling Capital Management, LLC.Passive

Notable overlap · 3 shared positions

$WT $BAH $MS

$905M

310 positions

#10TrueWealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$BAH $HEI $VZ

$398M

233 positions

#11Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BAH $PM $ABT $CAH

$179M

102 positions

#12National Wealth Management Group, LLCPassive

Notable overlap · 4 shared positions

$BAH $WT $ADI $LRCX

$269M

215 positions

#13Haven Private, LLCPassive

Notable overlap · 5 shared positions

$WT $CAH $KLAC $VZ $TEL

$230M

166 positions

#14WealthPlan Investment Management, LLCPassive

Notable overlap · 5 shared positions

$WT $CASY $MS $VZ $KO

$1.8B

458 positions

#15McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$WT $ADI $CME $MS $LRCX

$885M

121 positions

#16SFM, LLCActive

Notable overlap · 4 shared positions

$WT $BAH $ADI $INTU

$165M

63 positions

#17Centerpoint Advisory GroupPassive

Notable overlap · 3 shared positions

$WT $BAH $MS

$133M

108 positions

#18GLR Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $FIX $KLAC $LRCX

$183M

100 positions

#19Transcendent Capital Group LLCPassive

Notable overlap · 3 shared positions

$WT $BAH $CASY

$219M

112 positions

#20Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $MS $KO $VZ $PM

$284M

125 positions

#21Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $ADI $MS $KO

$1.2B

262 positions

#22Almanack Investment Partners, LLC.Active

Some overlap · 3 shared positions

$WT $VZ $__PARK_1390777

$592M

177 positions

#23Compass Financial Services IncActive

Some overlap · 4 shared positions

$WT $CASY $MS $KO

$231M

56 positions

#24REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $APH $CME

$697M

218 positions

#25Centennial Wealth Advisory LLCPassive

Some overlap · 4 shared positions

$BAH $WT $VZ $PM

$413M

160 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.