13F Pro

Hedge Funds Similar to Planning Center

13F Portfolio OverlapQ2 2026Planning Center portfolio →
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Most similar hedge funds by 13F overlap

Planning Center, Inc. is an institutional investor managing $1.1B across 84 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Planning Center are Juno Financial Group, Tarbox Group, Skyline Advisors, with shared positions in $DE, $BA, $DHR, $UNP, $WEC, $SBUX. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$DE$BA$DHR$UNP
$286M
72 positions
#2Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$DE$WEC$BA
$711M
100 positions
#3Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$DE$SBUX$TMUS$BA
$319M
123 positions
#4Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$TEX$BA
$1.1B
34 positions
#5Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DE$ISRG$SBUX
$796M
112 positions
#6BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$DE$ISRG$SBUX$TMUS$UNP
$6.8B
62 positions
#7Waycross Investment Management CoActive
Some overlap · 3 shared positions
$DE$TMUS$DHR
$124M
58 positions
#8Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$DE$SBUX$XEL$BA
$207M
89 positions
#9BAKER BOYER NATIONAL BANKSmart money
Some overlap · 4 shared positions
$DE$XEL$UNP$BA
$364M
94 positions
#10ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DE$BA$SBUX
$878M
73 positions
#11Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$SBUX$ISRG
$1.4B
700 positions
#12Trust Co of KansasActive
Some overlap · 3 shared positions
$DE$UNP$DHR
$195M
59 positions
#13BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$DE$ISRG$UNP$BA
$4.1B
151 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DE$SBUX$BA$DHR
$121M
100 positions
#15TriCert Investment Counsel Inc.Passive
Some overlap · 3 shared positions
$DE$SBUX$UNP
$1.1B
88 positions
#16Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DE$UNP$BA
$673M
215 positions
#17SMA Capital LLCPassive
Some overlap · 3 shared positions
$DE$TEX$UNP
$238M
121 positions
#18Advantage Trust CoActive
Some overlap · 4 shared positions
$DE$SBUX$UNP$BA
$285M
193 positions
#19Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 3 shared positions
$DE$WEC$SBUX
$995M
677 positions
#20Fire Capital Management LLCPassive
Some overlap · 3 shared positions
$DE$ISRG$UNP
$246M
122 positions
#21Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$DE$ISRG$UNP$DHR
$72M
52 positions
#22Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$DE$ISRG$UNP$DHR
$424M
49 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 3 shared positions
$DE$WEC$XEL
$5.0B
245 positions
#24Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$DE$UNP$BA
$814M
61 positions
#25Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$DE$SBUX$UNP
$149M
116 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.