13F Pro

Hedge Funds Similar to Strategic Planning,

13F Portfolio OverlapQ1 2026Strategic Planning, portfolio →
Institutional-grade research for retail investors

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 $DOW, $F, $VZ, $MO, $NKE, $KHC. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Active
Notable overlap · 6 shared positions
$DOW$F$VZ$MO$NKE$KHC
$199M
44 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$CVS$KHC$VZ$NKE$UPS$BA
$144M
56 positions
#3Measured Risk Portfolios, Inc.Passive
Notable overlap · 6 shared positions
$VZ$KHC$MO$UPS$GIS$AEP
$91M
66 positions
#4MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$F$D$UPS$DOW$GE$BA
$121M
61 positions
#5TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$VZ$UPS$D$MO$AEP
$514M
167 positions
#6Econ Financial Services CorpPassive
Notable overlap · 6 shared positions
$CVS$NKE$UPS$DOW$F$BA
$215M
74 positions
#7CapWealth Advisors, LLCActive
Notable overlap · 5 shared positions
$DOW$CVS$UPS$GE$GEV
$1.3B
118 positions
#8Pacer Advisors, Inc.Passive
Notable overlap · 4 shared positions
$VZ$UPS$SNY$WDAY
$38.8B
2,537 positions
#9CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$VZ$MO$UPS$FTNT
$140M
72 positions
#10RNC CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$CVS$MO$UPS
$2.2B
173 positions
#11Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UPS$VZ$SNY$GIS$BA
$151M
135 positions
#12Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOW$KHC$UPS$BA
$155M
72 positions
#13OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$VZ$UPS$D$AEP
$565M
141 positions
#14GQG Partners LLCActive
Some overlap · 4 shared positions
$VZ$MO$EXC$AEP
$63.1B
81 positions
#15EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$VZ$UPS$SNY
$5.1B
71 positions
#16Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$SNY$DOW$MO$VZ$GD
$503M
87 positions
#17Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$F$UPS$VZ
$682M
60 positions
#18Keystone Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$VZ$MO$UPS$SNY$CVS
$374M
40 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$D$UPS$GIS
$639M
126 positions
#20Newport Trust Company, LLCSmart money
Some overlap · 7 shared positions
$F$NKE$GE$GEV$JCI$GD
$40.7B
64 positions
#21Contrarius Group Holdings LtdActive
Some overlap · 3 shared positions
$KHC$MO$NVO
$1.8B
39 positions
#22MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$VZ$SNY$WDAY
$834M
51 positions
#23HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$WDAY$D$KHC
$32.4B
465 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$UPS$GIS$GD
$220M
148 positions
#25PARK CIRCLE CoActive
Some overlap · 3 shared positions
$VZ$MO$NKE
$108M
51 positions

Compare Strategic Planning,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Strategic Planning,’s holdings

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.