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Hedge Funds Similar to Plan Group Financial,

13F Portfolio OverlapQ1 2026Plan Group Financial, portfolio →
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Most similar hedge funds by 13F overlap

Plan Group Financial, LLC is an institutional investor managing $426M across 229 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 Plan Group Financial, are Bellecapital International Ltd., Guilbault, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $REGN, $SHOP, $SNPS, $MO, $PFE, $IAU. The full ranking of 25 similar funds is below.

#1Bellecapital International Ltd.Passive
Notable overlap · 6 shared positions
$REGN$SHOP$SNPS$MO$PFE$IAU
$538M
116 positions
#2Guilbault Capital LLCActive
Notable overlap · 6 shared positions
$REGN$HUM$PM$MO$DUK$IBM
$91M
67 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 5 shared positions
$REGN$NTRB$SNPS$PM$MO
$206M
97 positions
#4SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 8 shared positions
$SOLV$APP$PFE$FITB$DUK$IBM
$119M
61 positions
#5Keudell/Morrison Wealth ManagementPassive
Notable overlap · 8 shared positions
$SHOP$SNPS$TECK$PM$VZ$T
$489M
245 positions
#6Pathway Financial Advisers, LLCPassive
Notable overlap · 9 shared positions
$HUM$PM$NTRB$SO$AEP$VZ
$354M
164 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 9 shared positions
$NOTV$MO$SO$PFE$AEP$T
$1.5B
235 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 7 shared positions
$IAU$APP$SLV$PM$TECK$PFE
$477M
70 positions
#9Smith Thornton Advisors LLCPassive
Some overlap · 7 shared positions
$REGN$IAU$SO$T$VZ$IBM
$199M
130 positions
#10DB&C Advisors, LLCActive
Some overlap · 8 shared positions
$SHOP$HUM$SO$PFE$FITB$DUK
$77M
67 positions
#11Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$REGN$SOLV$NTRB
$235M
88 positions
#12Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 4 shared positions
$REGN$IAU$NTRB$T
$166M
127 positions
#13Post Resch Tallon Group Inc.Passive
Some overlap · 5 shared positions
$REGN$HUM$OHI$PFE$IBM
$124M
120 positions
#14TABLEAUX LLCPassive
Some overlap · 3 shared positions
$REGN$SOLV$IBM
$206M
113 positions
#15CATHY PARETO & ASSOCIATES, INCActive
Some overlap · 4 shared positions
$REGN$IAU$SLV$ALPS
$149M
96 positions
#16American Alpha Advisors, LLCActive
Some overlap · 7 shared positions
$REGN$TECK$ALPS$SHOP$MO$PFE
$188M
96 positions
#17EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$SOLV$HUM$IAU$SLV$VZ
$174M
112 positions
#18Apollon Financial, LLCPassive
Some overlap · 7 shared positions
$HUM$NTRB$IAU$SO$DUK$REGN
$723M
260 positions
#19Sanchez Wealth Management GroupActive
Some overlap · 3 shared positions
$REGN$SOLV$IAU
$462M
53 positions
#20Drucker Wealth 3.0, LLCPassive
Some overlap · 3 shared positions
$REGN$HUM$PM
$573M
266 positions
#21Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$HUM$ALPS
$1.8B
613 positions
#22Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SOLV$HUM$OUNZ$IBM
$100M
122 positions
#23Oxford Wealth Group, LLCActive
Some overlap · 4 shared positions
$REGN$NTRB$FITB$PFE
$183M
88 positions
#24Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$HUM$SO$PFE$T$VZ$DUK
$277M
154 positions
#25Cyr Financial Inc.Active
Some overlap · 3 shared positions
$REGN$SHOP$IAU
$170M
58 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.