Hedge Funds Similar to WealthPlan Investment

13F Portfolio OverlapQ2 2026WealthPlan Investment portfolio →

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Most similar hedge funds by 13F overlap

WealthPlan Investment Management, LLC is an institutional investor managing $2.0B across 478 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 WealthPlan Investment are Corient IA, DEARBORN PARTNERS, BUCKHEAD, with shared positions in $CASY, $VMI, $PLTR, $TXN, $VZ, $NUE. The full ranking of 25 similar funds is below.

#1Corient IA LLCPassive

Slight overlap · 3 shared positions

$CASY $VMI $PLTR

$108M

249 positions

#2DEARBORN PARTNERS LLCPassive

Slight overlap · 3 shared positions

$1.8B

269 positions

#3BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$292M

149 positions

#4Olistico Wealth, LLCPassive

Slight overlap · 3 shared positions

$CASY $PLTR $TXN

$234M

334 positions

#5WealthPLAN Partners, LLCPassive

Slight overlap · 3 shared positions

$CASY $NUE $TXN

$523M

227 positions

#6BENJAMIN EDWARDS INCPassive

Slight overlap · 3 shared positions

$11.0B

1,425 positions

#7111 CapitalPassive

Slight overlap · 3 shared positions

$AZN $PLTR $TXN

$582M

488 positions

#8Achmea Investment Management B.V.Active

Slight overlap · 3 shared positions

$4.0B

115 positions

#9SHERMAN PORFOLIOS, LLCSmart money

Slight overlap · 3 shared positions

$1.3B

97 positions

#10PINKERTON WEALTH, LLCActive

Slight overlap · 3 shared positions

$1.2B

103 positions

#11OFC FINANCIAL PLANNING, LLCActive

Slight overlap · 3 shared positions

$NUE $PLTR $TXN

$113M

56 positions

#12Rockline Wealth Management, LLCActive

Slight overlap · 3 shared positions

$NUE $PLTR $TXN

$522M

107 positions

#13Cornerstone Planning, LLCPassive

Slight overlap · 3 shared positions

$432M

136 positions

#14FARMERS TRUST CO

Slight overlap · 3 shared positions

$637M

203 positions

#15AmundiPassive

Slight overlap · 3 shared positions

$AZN $TXN $PLTR

$412.6B

2,062 positions

#16Community Bank, N.A.Passive

Slight overlap · 3 shared positions

$926M

530 positions

#17MAIRS & POWER INCActive

Slight overlap · 3 shared positions

$10.9B

254 positions

#18Axis Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$208M

183 positions

#19AGH Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$158M

129 positions

#20ADAPT Investment Managers SAActive

Slight overlap · 3 shared positions

$12.6B

133 positions

#21Grant Private Wealth Management IncPassive

Slight overlap · 3 shared positions

$237M

164 positions

#22Disciplined Equity Management, Inc.Smart money

Slight overlap · 3 shared positions

$226M

45 positions

#23Mid-American Wealth Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$277M

66 positions

#24CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$183M

146 positions

#25Inspire Investing, LLCPassive

Slight overlap · 3 shared positions

$PLTR $NUE $CASY

$2.4B

1,266 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.