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Hedge Funds Similar to Strategic Planning

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

Strategic Planning, Inc. is an institutional investor managing $199M across 54 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 are Disciplined Equity, Hillman, Measured Risk Portfolios, with shared positions in $F, $DOW, $KHC, $VZ, $MO, $CVS. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 5 shared positions
$F$DOW$KHC$VZ$MO
$226M
45 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$CVS$KHC$NKE$VZ$UPS$BA
$138M
54 positions
#3Measured Risk Portfolios, Inc.Active
Notable overlap · 6 shared positions
$KHC$VZ$MO$UPS$GIS$AEP
$112M
63 positions
#4Econ Financial Services CorpPassive
Notable overlap · 6 shared positions
$UPS$F$VZ$DOW$CARR$BA
$214M
72 positions
#5CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$VZ$MO$UPS$FTNT$WDAY
$171M
71 positions
#6EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$VZ$UPS$NKE$SNY
$5.2B
76 positions
#7Keystone Financial Planning, Inc.Smart money
Notable overlap · 6 shared positions
$VZ$MO$UPS$SNY$CVS$NVO
$388M
39 positions
#8Blue Capital, Inc.Passive
Notable overlap · 4 shared positions
$F$D$DOW$MO
$158M
122 positions
#9GQG Partners LLCActive
Notable overlap · 5 shared positions
$VZ$MO$CVS$EXC$AEP
$53.8B
102 positions
#10RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CVS$MO$UPS
$2.4B
181 positions
#11VAUGHAN & Co SECURITIES, INC.Smart money
Notable overlap · 4 shared positions
$CVS$UPS$VZ$DOW
$214M
61 positions
#12TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$VZ$UPS$MO$SNY$AEP
$798M
187 positions
#13John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$MO$D
$115M
39 positions
#14Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$VZ$UPS$NKE$MO$GD
$159M
62 positions
#15Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$CVS$UPS$NKE
$412M
29 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$UPS$SNY$VZ$CVS$GIS$BA
$160M
124 positions
#171834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$CVS$MO$VZ$F
$883M
211 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MO$VZ$GIS$NKE
$497M
948 positions
#19OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$VZ$UPS$MO$SNY$AEP
$560M
136 positions
#20CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$CVS$UPS$DOW
$1.5B
118 positions
#21Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$VZ$MO$D
$116M
65 positions
#22Richard W. Paul & Associates, LLCPassive
Some overlap · 6 shared positions
$UPS$VZ$CVS$D$MO$NVO
$327M
320 positions
#23LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$CVS$VZ$NKE$CTVA$GD
$143M
89 positions
#24ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$D$UPS$GIS
$665M
122 positions
#25Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$MO$SNY$UPS$KHC
$526M
89 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.