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 Planned Solutions,

13F Portfolio OverlapQ1 2026Planned Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Planned Solutions, Inc. is an institutional investor managing $349M across 155 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 Planned Solutions, are Heritage Financial Services,, BetterWealth,, Pearl Planning, with shared positions in $SNOW, $AMN, $IBM, $MCD, $AMAT, $HUM. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC

Substantial overlap · 6 shared positions

$SNOW $AMN $IBM $MCD $AMAT $HUM

$1.2B

126 positions

#2BetterWealth, LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $AMN $AMAT $HUM $MU

$510M

85 positions

#3Pearl Planning LLCActive

Substantial overlap · 3 shared positions

$SNOW $AMN $IBM

$187M

52 positions

#4Family Investment Center, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $AMN $HUM $MU

$520M

91 positions

#5Passive Capital Management, LLC.Active

Substantial overlap · 4 shared positions

$SNOW $AMN $MCD $BAC

$335M

104 positions

#6Francis Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MCD $IBM $BAC

$539M

115 positions

#7NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MCD $IBM

$247M

71 positions

#8True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $IBM

$1.6B

418 positions

#9Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $BAC

$493M

58 positions

#10Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $IBM $AMAT

$492M

385 positions

#11TruNorth Capital Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMAT $MCD $IBM

$522M

114 positions

#12Momentum Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$SNOW $BAC $MU $ANET

$113M

36 positions

#13FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MCD $HUM $MU

$754M

345 positions

#14S Harris Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMAT $BAC

$110M

107 positions

#15ForthRight Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $IBM $HUM

$353M

75 positions

#16Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$155M

76 positions

#17Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$525M

138 positions

#18Retirement Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $IBM $MCD

$1.2B

67 positions

#19Andrews Advisory Associates, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $MCD $HUM

$190M

82 positions

#20LVW Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MU $MCD $BAC

$1.0B

436 positions

#21Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$SNOW $AMN $IBM

$228M

72 positions

#22Sequent Asset Management, LLC

Notable overlap · 5 shared positions

$SNOW $AMN $HUM $AMAT $MU

$225M

99 positions

#23Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$126M

74 positions

#24WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $MCD $HUM $CF

$156M

139 positions

#25FLC Capital AdvisorsPassive

Notable overlap · 4 shared positions

$SNOW $IBM $HUM $BAC

$560M

221 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.