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Hedge Funds Similar to Planned Solutions

13F Portfolio OverlapQ3 2026Planned Solutions portfolio →
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Most similar hedge funds by 13F overlap

Planned Solutions, Inc. is an institutional investor managing $365M across 156 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 Planned Solutions are STATE FARM MUTUAL AUTOMOBILE INSURANCE, KMT WEALTH, Windle Wealth, with shared positions in $ITW, $NUE, $ANET, $WFC, $AXON, $MCD. The full ranking of 25 similar funds is below.

#1STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$ITW$NUE$ANET$WFC
$146.1B
107 positions
#2KMT WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ITW$ANET$AXON
$118M
121 positions
#3Windle Wealth, LLCActive
Some overlap · 3 shared positions
$ITW$MCD$WELL
$249M
35 positions
#4InvesTrustPassive
Some overlap · 4 shared positions
$ITW$MCD$NUE$WFC
$247M
91 positions
#5COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$ITW$MCD$WFC
$166M
90 positions
#6BETO FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$ITW$MCD$WELL
$190M
154 positions
#7Bank & Trust CoPassive
Some overlap · 3 shared positions
$ITW$MCD$NUE
$159M
308 positions
#8RDA Financial NetworkPassive
Some overlap · 4 shared positions
$ANET$AXON$WELL$MCD
$459M
267 positions
#9Liberty Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$ITW$MCD$WELL
$582M
184 positions
#10Sawyer & Company, IncPassive
Slight overlap · 3 shared positions
$ANET$ITW$MCD
$298M
199 positions
#11FIRST UNITED BANK & TRUSTPassive
Slight overlap · 3 shared positions
$ANET$ITW$MCD
$347M
408 positions
#12Integrated Investment Consultants, LLCPassive
Slight overlap · 3 shared positions
$ITW$MCD$WFC
$508M
271 positions
#13Kuhn & Co Investment CounselPassive
Slight overlap · 3 shared positions
$ITW$MCD$WFC
$173M
149 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 4 shared positions
$MCD$NUE$PHM$WFC
$2.5B
270 positions
#15Legacy Financial Strategies, LLCActive
Slight overlap · 3 shared positions
$ITW$MCD$NUE
$615M
145 positions
#16First National Bank of Mount Dora, Trust Investment ServicesPassive
Slight overlap · 3 shared positions
$ANET$MCD$WELL
$503M
128 positions
#17PeakShares LLCActive
Slight overlap · 3 shared positions
$ANET$MCD$WELL
$134.4B
122 positions
#18CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$ANET$MCD$WFC
$3.1B
340 positions
#19WESPAC Advisors SoCal, LLCPassive
Slight overlap · 3 shared positions
$ANET$AXON$WELL
$553M
119 positions
#20Uncommon Cents Investing LLCPassive
Slight overlap · 3 shared positions
$ITW$NUE$WFC
$457M
216 positions
#21LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Slight overlap · 3 shared positions
$ANET$MCD$WFC
$476M
102 positions
#22Rockline Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ITW$MCD$NUE
$535M
108 positions
#23Inspire Investing, LLCPassive
Slight overlap · 3 shared positions
$ANET$WELL$NUE
$2.4B
1,285 positions
#24Richmond Brothers, Inc.Passive
Slight overlap · 3 shared positions
$ANET$MCD$WFC
$192M
96 positions
#25Evansbrook LLCActive
Slight overlap · 3 shared positions
$ANET$MCD$WFC
$171M
126 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.