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Hedge Funds Similar to ESG Planning DBA Harper Investing

13F Portfolio OverlapQ1 2026ESG Planning DBA Harper Investing portfolio →
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Most similar hedge funds by 13F overlap

ESG Planning DBA Harper Investing is an institutional investor managing $229M across 75 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 ESG Planning DBA Harper Investing are OF OKLAHOMA, Financial Freedom,, Junk Investment Group,, with shared positions in $MAR, $HSY, $HON, $TMO, $UNP, $DHR. The full ranking of 25 similar funds is below.

#1TRUST CO OF OKLAHOMAPassive
Notable overlap · 6 shared positions
$MAR$HSY$HON$TMO$UNP$DHR
$343M
139 positions
#2Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$MAR$HSY$SHW$LOW
$201M
426 positions
#3Junk Investment Group, LLCPassive
Notable overlap · 4 shared positions
$MAR$MKL$HSY$TXN
$191M
88 positions
#4Capco Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$MAR$MKL$DHR
$367M
27 positions
#5SCHARF INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$MKL$HSY$UNH$TMO$UNP
$3.2B
70 positions
#6Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$MAR$HSY$TXN
$1.8B
57 positions
#7Wall Street Financial Group, Inc.Passive
Notable overlap · 3 shared positions
$MAR$HSY$TXN
$169M
667 positions
#8PGIM Custom Harvest LLCActive
Notable overlap · 5 shared positions
$MAR$HSY$DHR$SHW$UNH
$6.4B
276 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$MAR$UNH$HSY$UNP$LOW
$445M
77 positions
#10Leeward Financial Partners, LLCPassive
Notable overlap · 4 shared positions
$MAR$SHW$UNH$APP
$336M
97 positions
#11Stony Point Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$MKL$MAR$CRWD$TXN
$252M
96 positions
#12Odyssey Capital Advisors, Inc.Passive
Notable overlap · 5 shared positions
$MAR$SHW$HSY$CRWD$PANW
$112M
97 positions
#13Advantage Trust CoActive
Notable overlap · 5 shared positions
$MAR$SHW$HSY$BMY$UNP
$223M
123 positions
#14JM2 Capital Inc.Passive
Notable overlap · 6 shared positions
$MAR$HSY$HON$TMO$PANW$DHR
$121M
114 positions
#15Smith Partners Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$TXN$MKL$LOW
$112M
76 positions
#16WBH ADVISORY INCPassive
Notable overlap · 4 shared positions
$MAR$HSY$MKL$DHR
$1.3B
350 positions
#17FIRST FINANCIAL CORP /IN/Active
Notable overlap · 4 shared positions
$MAR$HSY$TMO$PANW
$255M
303 positions
#18INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$HSY$UNH
$98M
31 positions
#19FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MAR$UNH$UNP$LOW
$1.1B
175 positions
#20PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$HSY$DHR$UNH
$338M
107 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$MKL$SHW$HON$UNP
$280M
107 positions
#22WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MAR$IBIT$SHOP$CRWD
$240M
100 positions
#23Osbon Capital Management LLCPassive
Some overlap · 3 shared positions
$MAR$SHW$CRWD
$123M
493 positions
#24Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$HSY$SHW
$254M
108 positions
#25Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$MAR$APP$TMO$PANW
$109M
52 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.