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Hedge Funds Similar to Capasso Planning Partners

13F Portfolio OverlapQ1 2026Capasso Planning Partners portfolio →
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Most similar hedge funds by 13F overlap

Capasso Planning Partners LLC is an institutional investor managing $185M across 73 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 Capasso Planning Partners are Shotwell Rutter Baer, Equita Financial Network,, SILVER OAK WEALTH ADVISORS SERVICES,, with shared positions in $USB, $COP, $AMN, $NOW, $NU, $IBM. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Some overlap · 7 shared positions
$USB$COP$AMN$NOW$NU$IBM
$170M
38 positions
#2Equita Financial Network, Inc.Active
Some overlap · 6 shared positions
$USB$COP$AMN$NOW$NU$MUFG
$318M
87 positions
#3SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 6 shared positions
$USB$COP$AMN$NOW$MUFG$KKR
$154M
39 positions
#4ACTION POINT FINANCIAL PLANNING, LLCActive
Some overlap · 4 shared positions
$USB$COP$AMN$NOW
$112M
69 positions
#5Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$USB$COP$AMN$UNIT$KKR
$98M
68 positions
#6Morton Brown Family Wealth, LLCActive
Some overlap · 5 shared positions
$USB$COP$AMN$NOW$MUFG
$378M
292 positions
#7Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$COP$AMN$UNIT
$142M
65 positions
#8Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$USB$COP$AMN$UNIT
$1.6B
318 positions
#9Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$USB$COP$NU$UNIT$MUFG$KKR
$109M
1,311 positions
#10Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$COP$UNIT$IBM$KKR
$149M
70 positions
#11Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$USB$COP$AMN$NOW$UNIT
$5.8B
996 positions
#12Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$USB$COP$AMN$UNIT
$284M
91 positions
#13Insight Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$USB$COP$AMN$REGN
$713M
120 positions
#14Seaside Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$USB$COP$AMN
$356M
65 positions
#15W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$USB$COP$AMN
$160M
129 positions
#16BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$USB$COP$NU$KKR$NOW
$129M
217 positions
#17BlueSky Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$USB$COP$UNIT$IBM
$777M
115 positions
#18VERUS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$USB$COP$AMN
$108M
49 positions
#19Farrell Financial LLCPassive
Some overlap · 3 shared positions
$USB$COP$NOW
$167M
76 positions
#20Steele Capital Management, Inc.Active
Some overlap · 4 shared positions
$USB$COP$UNIT$KKR
$2.4B
86 positions
#21PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$USB$COP$UNIT$KKR
$1.6B
236 positions
#22Legacy Edge Advisors, LLCActive
Some overlap · 7 shared positions
$USB$COP$AMN$NOW$MUFG$NU
$951M
223 positions
#23Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$USB$COP$UNIT
$160M
82 positions
#24WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$USB$COP$UNIT
$508M
107 positions
#25JBGlobal.com LLCActive
Some overlap · 3 shared positions
$USB$COP$UNIT
$102M
27 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.