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Hedge Funds Similar to Plan Group Financial

13F Portfolio OverlapQ3 2026Plan Group Financial portfolio →
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Most similar hedge funds by 13F overlap

Plan Group Financial, LLC is an institutional investor managing $510M across 228 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Plan Group Financial are FUKOKU MUTUAL LIFE INSURANCE, Columbus Macro, BCWM, with shared positions in $NOTV, $MO, $AEP, $SO, $DUK, $PFE. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 8 shared positions
$NOTV$MO$AEP$SO$DUK$PFE
$1.7B
256 positions
#2Columbus Macro, LLCPassive
Notable overlap · 6 shared positions
$SNPS$NOTV$MO$OHI$NLY$ARCC
$1.0B
208 positions
#3BCWM, LLCPassive
Notable overlap · 7 shared positions
$IAU$MO$PFE$DUK$DLR$VZ
$342M
57 positions
#4TECTONIC ADVISORS LLCPassive
Notable overlap · 8 shared positions
$MO$DUK$VICI$VZ$ARCC$PFE
$2.2B
277 positions
#5GW HENSSLER & ASSOCIATES LTDPassive
Notable overlap · 7 shared positions
$FITB$SO$AEP$D$MO$PM
$2.3B
224 positions
#6Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 6 shared positions
$PM$MO$SO$AEP$D$T
$182M
43 positions
#7Measured Risk Portfolios, Inc.Active
Notable overlap · 6 shared positions
$PM$MO$AEP$DUK$DLR$VZ
$94M
64 positions
#8Paradigm Capital Management, LLC/NVActive
Notable overlap · 7 shared positions
$MO$PM$D$DUK$VZ$T
$116M
65 positions
#9GQG Partners LLCActive
Notable overlap · 6 shared positions
$PM$MO$AEP$DUK$VZ$T
$53.8B
102 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$IAU$PM$MO$D$SO$DUK
$1.2B
127 positions
#11High Point Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$PM$SO$AEP$IAU$DUK$MO
$122M
250 positions
#12RAHLFS CAPITAL, LLCPassive
Notable overlap · 8 shared positions
$SO$DUK$VZ$PM$SLV$PFE
$150M
89 positions
#13John Boyer, Inc.Smart money
Notable overlap · 6 shared positions
$MO$PFE$D$DUK$VZ$T
$126M
227 positions
#14White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$IAU$PM$SNPS$SGOL$MO$SO
$829M
148 positions
#15Stablepoint Partners, LLCPassive
Notable overlap · 7 shared positions
$IAU$SNPS$VZ$D$FITB$T
$723M
260 positions
#16Lloyd Advisory Services, LLC.Passive
Notable overlap · 7 shared positions
$MO$DUK$VZ$PFE$T$PM
$258M
628 positions
#17PARK CIRCLE CoActive
Notable overlap · 7 shared positions
$PM$MO$PFE$VZ$TSLX$NLY
$117M
53 positions
#18Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$SO$PFE$D$VZ
$275M
82 positions
#19Northstar Financial Companies, Inc.Passive
Some overlap · 6 shared positions
$IAU$AEP$VZ$DUK$MO$SO
$148M
117 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MO$SO$PFE$OUNZ
$955M
337 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$D$DLR$DUK$VZ$SO$VICI
$703M
160 positions
#22Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MO$SO$PFE$VZ$ARCC
$221M
41 positions
#23Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$MO$DUK$VICI$T
$10.2B
208 positions
#24Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$AEP$PFE$DUK$VZ$T$D
$143M
66 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$SO$DUK$VZ$T
$233M
122 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.