What hedge funds are most similar to STRATEGIC PLANNING GROUP, LLC?

The funds with the most similar 13F portfolios to STRATEGIC PLANNING GROUP, LLC are Smith Group Asset ,, NatWest Group plc, CIM,, based on overlapping conviction holdings in the latest SEC filings.

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 STRATEGIC PLANNING GROUP,

13F Portfolio OverlapQ1 2026STRATEGIC PLANNING GROUP, portfolio →

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Most similar hedge funds by 13F overlap

STRATEGIC PLANNING GROUP, LLC is an institutional investor managing $918M across 75 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 STRATEGIC PLANNING GROUP, are Smith Group Asset ,, NatWest Group plc, CIM,, with shared positions in $FIX, $ANET, $CBOE, $TJX, $VRTX, $AMD. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 7 shared positions

$FIX $ANET $CBOE $TJX $VRTX $AMD

$2.0B

162 positions

#2NatWest Group plcActive

Notable overlap · 7 shared positions

$CBOE $GE $MS $NEM $LRCX $CTAS

$462M

44 positions

#3CIM, LLCPassive

Notable overlap · 7 shared positions

$PGR $ANET $CTAS $ISRG $ASML $FIX

$692M

168 positions

#4Winslow Capital Management, LLCActive

Notable overlap · 9 shared positions

$GE $ISRG $ASML $PLTR $TT $INTU

$25.6B

60 positions

#5Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$CBOE $MS $LIN $TJX $LRCX $TT

$231M

63 positions

#6McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$CBOE $LRCX $MS $ISRG $ASML $PLTR

$885M

121 positions

#7NZS Capital, LLCActive

Notable overlap · 6 shared positions

$PGR $LIN $HEI $LRCX $ISRG $TT

$3.0B

58 positions

#8NWK Group, Inc.Active

Notable overlap · 5 shared positions

$FIX $ANET $GE $LRCX $TJX

$261M

66 positions

#9WD RUTHERFORD LLCPassive

Notable overlap · 6 shared positions

$ANET $GE $TJX $ISRG $LRCX $AMD

$225M

71 positions

#10Freedom Day Solutions, LLCActive

Notable overlap · 6 shared positions

$FIX $CTAS $LIN $PGR $HEI $ASML

$373M

96 positions

#11CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$CTAS $LIN $HEI $LRCX $ISRG $INTU

$405M

73 positions

#12DJE Kapital AGActive

Notable overlap · 6 shared positions

$LIN $TJX $NEM $LRCX $ASML $INTU

$4.5B

113 positions

#13Passumpsic Savings Bank

Notable overlap · 5 shared positions

$ANET $GE $TJX $LRCX $CBOE

$183M

90 positions

#14Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$FIX $ANET $LRCX $ASML $PLTR $GE

$172M

76 positions

#15Eurizon SLJ Capital LtdPassive

Notable overlap · 5 shared positions

$ANET $CTAS $CBOE $LRCX $VRTX

$210M

167 positions

#16Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$ANET $GE $LIN $ISRG $TT

$1.2B

95 positions

#17Trifecta Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MS $LRCX $TJX $VRTX $PLTR $ISRG

$646M

274 positions

#18New Millennium Group LLC

Notable overlap · 6 shared positions

$FIX $GE $MS $PLTR $AMD $INTU

$231M

407 positions

#19Kepler Cheuvreux (Suisse) SAPassive

Notable overlap · 6 shared positions

$TJX $LIN $LRCX $GE $TT $PGR

$1.5B

171 positions

#20Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$GE $ANET $VRTX $AMD $DUK $INTU

$112M

54 positions

#21Alcosta Capital Management, Inc.Active

Some overlap · 4 shared positions

$ANET $GE $MS $TJX

$131M

23 positions

#22Paragon Advisors, LLCActive

Some overlap · 8 shared positions

$ANET $LRCX $ASML $PLTR $FIX $VEEV

$371M

76 positions

#23JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 5 shared positions

$ANET $LIN $TJX $LRCX $GE

$477M

129 positions

#24Titan Investment Solutions LtdActive

Some overlap · 5 shared positions

$CBOE $ANET $LIN $LRCX $PLTR

$781M

56 positions

#25McLaughlin Asset Management, Inc.Passive

Some overlap · 6 shared positions

$TJX $LRCX $ISRG $GE $ANET $LIN

$105M

91 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.