What hedge funds are most similar to WealthPlan Investment Management, LLC?

The funds with the most similar 13F portfolios to WealthPlan Investment Management, LLC are Powers Advisory Group,, Glen Eagle Advisors,, Bravias Group,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WealthPlan Investment ,

13F Portfolio OverlapQ1 2026WealthPlan Investment , portfolio →

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Most similar hedge funds by 13F overlap

WealthPlan Investment Management, LLC is an institutional investor managing $1.8B across 458 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 WealthPlan Investment , are Powers Advisory Group,, Glen Eagle Advisors,, Bravias Group,, with shared positions in $WT, $MS, $REGN, $KO, $LMT, $VZ. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $MS $REGN $KO $LMT $VZ

$284M

125 positions

#2Glen Eagle Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $AGQ $REGN $LMT

$714M

1,021 positions

#3Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $VZ $REGN $AGQ $AMAT

$153M

96 positions

#4Consolidated Planning CorpActive

Notable overlap · 5 shared positions

$WT $CASY $MS $VZ $KO

$617M

144 positions

#5IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $PLTR $REGN $AGQ $LMT

$446M

95 positions

#6Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $MS $KO $LMT

$90M

65 positions

#7Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $CASY $MS $KO

$231M

56 positions

#8Carmel Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $VMI $AGQ $AMAT

$277M

118 positions

#9Key FInancial IncPassive

Notable overlap · 5 shared positions

$WT $PLTR $AGQ $KO $VZ

$562M

1,394 positions

#10United Advisor Group, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $VZ $AGQ

$811M

508 positions

#11Haven Private, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $VZ $AMAT

$230M

166 positions

#12Per Stirling Capital Management, LLC.Passive

Notable overlap · 4 shared positions

$WT $MS $REGN $AGQ

$905M

310 positions

#13truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $PLTR

$97M

49 positions

#14Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $REGN

$444M

232 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $KO

$1.2B

262 positions

#16Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $AGQ

$375M

75 positions

#17Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $MS $AGQ

$491M

137 positions

#18Avant Capital LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $MS $PLTR

$142M

76 positions

#19Sanchez Wealth Management GroupActive

Notable overlap · 6 shared positions

$WT $REGN $AGQ $AMAT $MS $LMT

$462M

53 positions

#20FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $KO

$313M

158 positions

#21Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $AMAT

$715M

404 positions

#22Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $PLTR $AGQ $VZ

$126M

67 positions

#23ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $KO $MS $PLTR

$235M

78 positions

#24Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $MS $VZ

$149M

51 positions

#25RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MS $REGN

$1.3B

176 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.