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Hedge Funds Similar to Planning Center,

13F Portfolio OverlapQ1 2026Planning Center, portfolio →
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Most similar hedge funds by 13F overlap

Planning Center, Inc. is an institutional investor managing $987M across 78 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 Planning Center, are PINNEY & SCOFIELD,, Vestment Financial, Premier Financial Group, with shared positions in $NSC, $NKE, $NEE, $IBM, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Highly similar · 4 shared positions
$NSC$NKE$NEE$IBM
$185M
243 positions
#2Vestment Financial LLCActive
Highly similar · 3 shared positions
$NSC$NEE$HUM
$212M
42 positions
#3Premier Financial GroupSmart money
Highly similar · 3 shared positions
$NEE$NKE$KKR
$587M
44 positions
#4Oceanside Advisors LLCActive
Highly similar · 4 shared positions
$NEE$NKE$NSC$KO
$175M
53 positions
#5DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 4 shared positions
$NEE$NKE$IBM$KKR
$928M
1,345 positions
#6McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$119M
65 positions
#7CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$NKE$NEE$UNH
$334M
70 positions
#8Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$NSC$IBM
$221M
60 positions
#9Foundry Financial LLCActive
Substantial overlap · 3 shared positions
$NSC$NEE$NKE
$236M
71 positions
#10Kane Co Wealth Management, Inc.Active
Substantial overlap · 4 shared positions
$NEE$NKE$DE$NSC
$119M
51 positions
#11Rather & Kittrell, Inc.Active
Substantial overlap · 4 shared positions
$NSC$NKE$DHR$NEE
$648M
113 positions
#12Forum Financial Management, LPSmart money
Substantial overlap · 4 shared positions
$NEE$NKE$NSC$DE
$7.1B
331 positions
#13Geometric Wealth AdvisorsSmart money
Substantial overlap · 3 shared positions
$NSC$IBM$KO
$799M
85 positions
#14Shearwater Capital LLCSmart money
Substantial overlap · 5 shared positions
$NKE$NSC$DE$HUM$NEE
$191M
71 positions
#15Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$NEE$ISRG$WEC
$1.1B
81 positions
#16DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$HUM
$249M
92 positions
#17VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 5 shared positions
$NKE$NSC$HUM$IBM$KO
$213M
99 positions
#18Parkwoods Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$IBM
$408M
111 positions
#19COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$DHR
$97M
56 positions
#20KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$NEE$DE$IBM$UNH
$522M
97 positions
#21JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$KO
$1.1B
286 positions
#22Lauterbach Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$HUM$NEE
$205M
79 positions
#23Financially in Tune, LLCActive
Substantial overlap · 4 shared positions
$NKE$HUM$IBM$KKR
$116M
77 positions
#24Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$DHR
$143M
50 positions
#25Index Fund Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$NEE$KO
$2.2B
127 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.