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Hedge Funds Similar to Plotkin Financial Advisors,

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

Plotkin Financial Advisors, LLC is an institutional investor managing $199M across 100 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 Plotkin Financial Advisors, are Kraft, Davis & Associates,, Mosaic Advisors, Advantage, with shared positions in $SHW, $HUM, $AGQ, $OTIS, $COP, $SAN. The full ranking of 25 similar funds is below.

#1Kraft, Davis & Associates, LLCPassive
Notable overlap · 6 shared positions
$SHW$HUM$AGQ$OTIS$COP$SAN
$469M
151 positions
#2Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$SHW$COP
$67M
42 positions
#3Advantage Trust CoActive
Notable overlap · 3 shared positions
$SHW$HUM$SAN
$223M
123 positions
#4Joseph P. Lucia & Associates, LLCPassive
Notable overlap · 6 shared positions
$SHW$AGQ$HUM$IBM$SAN$OKTA
$280M
169 positions
#5Gerald Baker Financial Group LLCPassive
Notable overlap · 4 shared positions
$HUM$AGQ$CEG$KO
$253M
107 positions
#6Lakeridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SHW$IBM$HUM
$233M
169 positions
#7Frederick Financial Consultants, LLCPassive
Notable overlap · 5 shared positions
$HUM$SHW$AGQ$IBM$NEE
$201M
109 positions
#8Mendel Capital Management LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$IBM
$199M
97 positions
#9Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$OTIS
$116M
80 positions
#10SFI Advisors, LLCPassive
Notable overlap · 3 shared positions
$SHW$OTIS$AGQ
$95M
48 positions
#11Jackson, Grant Investment Advisers, Inc.Active
Notable overlap · 4 shared positions
$HUM$AGQ$KO$IBM
$300M
398 positions
#12MJP ASSOCIATES INC /ADVPassive
Notable overlap · 4 shared positions
$HUM$AGQ$IBM$KO
$824M
231 positions
#13WNY Asset Management, LLCPassive
Notable overlap · 4 shared positions
$SHW$HUM$SAN$OKTA
$967M
249 positions
#14PLANNING DIRECTIONS INCActive
Notable overlap · 6 shared positions
$HUM$CEG$USB$COP$SAN$PANW
$198M
106 positions
#15Centennial Advisors, LLCPassive
Notable overlap · 3 shared positions
$HUM$SHW$IBM
$79M
83 positions
#16FIDELITY D & D BANCORP INCActive
Notable overlap · 4 shared positions
$HUM$IBM$AGQ$NEE
$249M
107 positions
#17Allred Capital Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$KO
$275M
155 positions
#18Firestone Capital ManagementPassive
Notable overlap · 5 shared positions
$HUM$KO$USB$NEE$COP
$480M
160 positions
#19Kellett Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$HUM$AGQ$USB$KO$IBM
$184M
79 positions
#20Wolfstich Capital, LLCActive
Notable overlap · 3 shared positions
$HUM$IBM$KO
$114M
45 positions
#21WEST PACES ADVISORS INC.Active
Notable overlap · 4 shared positions
$HUM$AGQ$KO$NEE
$516M
197 positions
#22Milestones Private Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$SHW$IBM$COP$NEE
$114M
78 positions
#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$HUM$IBM$KO
$184M
66 positions
#24Snider Financial GroupPassive
Notable overlap · 4 shared positions
$HUM$SHW$PANW$ANET
$331M
102 positions
#25Paragon Capital Management LtdActive
Notable overlap · 4 shared positions
$HUM$AGQ$IBM$OKTA
$476M
199 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.