What hedge funds are most similar to Vertex Planning Partners, LLC?

The funds with the most similar 13F portfolios to Vertex Planning Partners, LLC are Warren Street Wealth Advisors,, RVW Wealth,, Alpha Zero, 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 Vertex Planning Partners,

13F Portfolio OverlapQ1 2026Vertex Planning Partners, portfolio →

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Most similar hedge funds by 13F overlap

Vertex Planning Partners, LLC is an institutional investor managing $515M across 135 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 Vertex Planning Partners, are Warren Street Wealth Advisors,, RVW Wealth,, Alpha Zero, with shared positions in $WT, $SOLV, $GLDM, $REGN, $MDY, $OKE. The full ranking of 25 similar funds is below.

#1Warren Street Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$WT $SOLV $GLDM

$393M

129 positions

#2RVW Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $SOLV $REGN $MDY

$1.3B

176 positions

#3Alpha Zero LLCActive

Substantial overlap · 6 shared positions

$WT $SOLV $OKE $CME $JHG $ISRG

$198M

79 positions

#4Sanchez Wealth Management GroupActive

Substantial overlap · 5 shared positions

$WT $SOLV $ABT $REGN $JHG

$462M

53 positions

#5Waterway Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $SOLV $ABT

$452M

90 positions

#6IAG Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $OKE $JHG $GMM

$896M

509 positions

#7Bravias Capital Group, LLCActive

Notable overlap · 8 shared positions

$WT $GLDM $REGN $DHR $VZ $SHW

$153M

96 positions

#8Key FInancial IncPassive

Notable overlap · 6 shared positions

$WT $SE $ABT $VZ $GMM $MAR

$562M

1,394 positions

#9Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $SE $JHG

$213M

153 positions

#10Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $OKE $REGN

$220M

273 positions

#11Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$WT $OKE $GLDM $SE $VZ

$377M

140 positions

#12Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$WT $OKE $REGN $JHG $MCK

$136M

85 positions

#13IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $TXN $REGN $MCK $SHW

$446M

95 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SE $REGN $GMM

$206M

97 positions

#15Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $SE $BP $MAR

$219M

145 positions

#16Tidemark, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $REGN $JHG $MAR

$393M

901 positions

#17SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $GMM

$1.0B

415 positions

#18Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $ISRG

$168M

176 positions

#19Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $ISRG

$2.1B

372 positions

#20STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$78M

30 positions

#21Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SE $JHG

$1.2B

177 positions

#22Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $GLDM $SHW

$132M

80 positions

#23Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $SE $MDY

$298M

81 positions

#24WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $GMM

$115M

117 positions

#25Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $BMO $VZ

$170M

125 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.