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Hedge Funds Similar to WALLED LAKE PLANNING & WEALTH ,

13F Portfolio OverlapQ1 2026WALLED LAKE PLANNING & WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is an institutional investor managing $340M across 136 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 WALLED LAKE PLANNING & WEALTH , are Vertex Planning Partners,, Sanchez Wealth Group, Altrius, with shared positions in $SOLV, $WT, $ACN, $LMT, $NVS, $GSK. The full ranking of 25 similar funds is below.

#1Vertex Planning Partners, LLCActive
Notable overlap · 3 shared positions
$SOLV$WT$ACN
$515M
135 positions
#2Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$SOLV$WT$LMT
$462M
53 positions
#3Altrius Capital Management IncPassive
Notable overlap · 7 shared positions
$NVS$GSK$DVN$MO$LMT$GILD
$503M
87 positions
#4Spectrum Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$SOLV$WT$IBM
$269M
58 positions
#5MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$WT$SOLV$IBM
$260M
146 positions
#6Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$WT$LMT$PFE$ACN
$170M
48 positions
#7Rare Wolf Capital LLCPassive
Notable overlap · 4 shared positions
$WT$DG$PFE$LMT
$154M
127 positions
#8Solutions 4 Wealth, LtdPassive
Notable overlap · 3 shared positions
$WT$NVS$GILD
$66M
55 positions
#9Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$SOLV$WT$MDLZ
$436M
125 positions
#10Madson Wealth Advisors IncPassive
Notable overlap · 4 shared positions
$SOLV$NVS$MDLZ$ROST
$120M
84 positions
#11IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$WT$LMT$NVS$GILD
$446M
95 positions
#12NewEdge Wealth, LLCPassive
Notable overlap · 5 shared positions
$WT$GILD$NVS$LMT$IBM
$8.4B
1,124 positions
#13O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 7 shared positions
$MO$LMT$GILD$HII$IBM$MDLZ
$124M
55 positions
#14Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$DVN$GILD$LMT$PFE
$200M
53 positions
#15TFC Financial Management, Inc.Active
Notable overlap · 5 shared positions
$SOLV$ACN$IBM$WT$MO
$812M
998 positions
#16New Vernon Capital Holdings II LLCActive
Notable overlap · 3 shared positions
$WT$NVS$HPQ
$136M
77 positions
#17CLARK ESTATES INC/NYActive
Notable overlap · 4 shared positions
$SOLV$GILD$MO$PFE
$416M
97 positions
#18LAWOOD & COPassive
Notable overlap · 3 shared positions
$SOLV$GILD$IBM
$108M
90 positions
#19Peck Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$SOLV$WT$IBM
$100M
122 positions
#20Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$WT$PFE$IBM
$311M
40 positions
#21Able Wealth Management LLCPassive
Some overlap · 4 shared positions
$SOLV$MDLZ$WT$PFE
$374M
138 positions
#22Ares Financial Consulting, LLCPassive
Some overlap · 4 shared positions
$WT$PFE$PSA$MO
$127M
1,066 positions
#23Optimist Retirement Group LLCActive
Some overlap · 8 shared positions
$GSK$GILD$LMT$PFE$NVS$MO
$227M
113 positions
#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$WT$MO$MDLZ
$206M
97 positions
#25MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$WT$NVS$IBM$LMT
$240M
234 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.