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Hedge Funds Similar to Plotkin Financial Advisors

13F Portfolio OverlapQ2 2026Plotkin Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Plotkin Financial Advisors, LLC is an institutional investor managing $241M across 110 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 Plotkin Financial Advisors are Beta Wealth Group, PLANNING DIRECTIONS, Partnership Wealth, with shared positions in $PTY, $ANET, $BX, $EMR, $CEG, $NEE. The full ranking of 25 similar funds is below.

#1Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$PTY$ANET$BX$EMR
$267M
114 positions
#2PLANNING DIRECTIONS INCActive
Some overlap · 6 shared positions
$CEG$NEE$AXP$EXC$MCD$NSC
$216M
110 positions
#3Partnership Wealth Management, LLCActive
Some overlap · 6 shared positions
$CEG$NEE$EMR$EXC$MCD$NSC
$148M
67 positions
#4GHE, LLCSmart money
Some overlap · 6 shared positions
$ANET$SPGI$AXP$MCO$MCD$PTY
$265M
57 positions
#5Caldwell Trust CoPassive
Some overlap · 5 shared positions
$ANET$NEE$BX$AXP$MCD
$1.2B
811 positions
#6Blue Zone Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$NEE$BX$SPGI$AXP$MCO
$573M
125 positions
#7Elm3 Financial Group, LLCPassive
Slight overlap · 3 shared positions
$PTY$ANET$CEG
$146M
135 positions
#8EASTERN BANKPassive
Slight overlap · 5 shared positions
$ANET$NEE$AXP$EMR$MCD
$6.5B
1,038 positions
#9Community Financial Services Group, LLCPassive
Slight overlap · 5 shared positions
$ANET$NEE$AXP$EMR$MCD
$686M
532 positions
#10ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 4 shared positions
$ANET$CEG$SPGI$AXP
$130M
106 positions
#11VIRTUE ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$ANET$CEG$NEE$NSC
$142M
108 positions
#12UNIVEST FINANCIAL CorpPassive
Slight overlap · 4 shared positions
$ANET$NEE$SPGI$AXP
$2.0B
275 positions
#13Covington Investment Advisors Inc.Active
Slight overlap · 4 shared positions
$ANET$CEG$SPGI$MCD
$774M
73 positions
#14Somerset Group LLCActive
Slight overlap · 5 shared positions
$NEE$BX$MMM$MCD$SPGI
$142M
58 positions
#15MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 5 shared positions
$NEE$MMM$AXP$MCD$CEG
$151M
465 positions
#16Aureus Asset Management, LLCPassive
Slight overlap · 4 shared positions
$NEE$BX$SPGI$AXP
$1.6B
239 positions
#17Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 4 shared positions
$NEE$BX$SPGI$AXP
$360M
69 positions
#18Ark Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$NEE$AXP$EMR$MCD$NSC
$113M
87 positions
#19Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$CEG$NEE$SPGI$MCD
$145M
99 positions
#20SCHRODER INVESTMENT MANAGEMENT GROUPPassive
Slight overlap · 4 shared positions
$ANET$NEE$EMR$AXP
$141.1B
1,167 positions
#21Carl P. Sherr & Co., LLCPassive
Slight overlap · 4 shared positions
$ANET$NEE$AXP$MCD
$239M
134 positions
#22Proactive Wealth Strategies LLCPassive
Slight overlap · 4 shared positions
$ANET$BX$EMR$NEE
$623M
222 positions
#23CAMBIENT FAMILY OFFICE, LLCPassive
Slight overlap · 4 shared positions
$ANET$NEE$EMR$MCD
$813M
328 positions
#24Lionhunter Capital Management, LLCPassive
Slight overlap · 4 shared positions
$CEG$NEE$AXP$EXC
$222M
109 positions
#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Slight overlap · 4 shared positions
$ANET$NEE$AXP$MCD
$195M
67 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.