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Hedge Funds Similar to Laurel Wealth Planning

13F Portfolio OverlapQ1 2026Laurel Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Laurel Wealth Planning LLC is an institutional investor managing $190M across 59 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 Laurel Wealth Planning are Forefront Analytics,, Torren ,, IMPACTfolio,, with shared positions in $NOW, $MUFG, $WT, $AGQ, $NU, $NKE. The full ranking of 25 similar funds is below.

#1Forefront Analytics, LLCSmart money
Notable overlap · 4 shared positions
$NOW$MUFG$WT$AGQ
$110M
39 positions
#2Torren Management, LLCActive
Notable overlap · 3 shared positions
$NOW$MUFG$WT
$201M
983 positions
#3IMPACTfolio, LLCSmart money
Notable overlap · 3 shared positions
$NOW$MUFG$NU
$235M
35 positions
#4Stanich Group LLCSmart money
Notable overlap · 3 shared positions
$NOW$MUFG$WT
$131M
47 positions
#5Avise Financial Cooperative, Inc.Passive
Notable overlap · 3 shared positions
$NKE$MUFG$NOW
$121M
102 positions
#6Prism Advisors, Inc.Active
Notable overlap · 4 shared positions
$NKE$WT$MUFG$AGQ
$375M
75 positions
#7McGrath & Associates, Inc.Active
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$68M
41 positions
#8Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$NKE$WT$NOW
$116M
77 positions
#9Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$114M
84 positions
#10Falcon Wealth PlanningActive
Notable overlap · 3 shared positions
$NKE$WT$NOW
$1.5B
236 positions
#11Impact Investors, IncPassive
Notable overlap · 4 shared positions
$NOW$MUFG$AMP$PWR
$144M
106 positions
#12Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$1.9B
321 positions
#13TRUE BLUE FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$NOW$MUFG$NU
$127M
52 positions
#14Balanced Rock Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$NOW$MUFG$NU$AFRM
$143M
96 positions
#15Clarity Asset Management, Inc.Passive
Notable overlap · 5 shared positions
$NKE$ZBRA$WT$BRZE$NOW
$198M
290 positions
#16McCartney Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$MUFG$WT$NU
$119M
65 positions
#17High Note Wealth, LLCPassive
Notable overlap · 3 shared positions
$NOW$WT$MUFG
$509M
938 positions
#18Freedom Investment Management, Inc.Active
Notable overlap · 6 shared positions
$WT$NKE$ZBRA$BRZE$NU$MUFG
$337M
106 positions
#19SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$WT$NKE$BRZE
$139M
37 positions
#20Opus Financial Solutions LLCPassive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$106M
103 positions
#21Trademark Financial Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$WT$ZBRA
$204M
102 positions
#22Xena Financial Planning, LLCActive
Notable overlap · 4 shared positions
$NOW$MUFG$NU$AFRM
$89M
33 positions
#23Beckerman Institutional, LLCPassive
Notable overlap · 3 shared positions
$WT$NKE$ZBRA
$188M
121 positions
#24ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$112M
69 positions
#25rebel Financial LLCPassive
Notable overlap · 4 shared positions
$WT$MUFG$NOW$NU
$231M
65 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.