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Hedge Funds Similar to Essential Planning,

13F Portfolio OverlapQ1 2026Essential Planning, portfolio →
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Most similar hedge funds by 13F overlap

Essential Planning, LLC. is an institutional investor managing $315M across 85 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 Essential Planning, are Windward Private Wealth, Discipline Wealth Solutions,, Seek First, with shared positions in $VLTO, $UNIT, $DHR, $HUM, $UPST, $COP. The full ranking of 25 similar funds is below.

#1Windward Private Wealth Management Inc.Smart money
Some overlap · 7 shared positions
$VLTO$UNIT$DHR$HUM$UPST$COP
$289M
44 positions
#2Discipline Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$WT$BRZE$UNIT$UPST$COP$HUM
$950M
192 positions
#3Seek First Inc.Active
Some overlap · 5 shared positions
$WT$VLTO$UNIT$HUM$LRCX
$142M
58 positions
#4Grove Street Fiduciary, LLCActive
Some overlap · 6 shared positions
$WT$UNIT$NSC$HUM$UPST$WFC
$227M
74 positions
#5Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$BRZE$DHR$HUM$COP
$92M
82 positions
#6Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$WT$VLTO$UNIT$HUM
$137M
58 positions
#7Axis Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$WT$HUM$UNIT$BRZE$COP$T
$188M
174 positions
#8Valmark Advisers, Inc.Active
Some overlap · 5 shared positions
$WT$VLTO$HUM$UPST$COP
$8.4B
677 positions
#9truNorth Financial Services, Inc.Active
Some overlap · 6 shared positions
$WT$UNIT$HUM$UPST$COP$LRCX
$97M
49 positions
#10Winter & Associates, Inc.Passive
Some overlap · 6 shared positions
$WT$BRZE$UPST$COP$HON$LRCX
$114M
84 positions
#11CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 6 shared positions
$VLTO$BRZE$DHR$UPST$COP$IDXX
$106M
81 positions
#12Ares Financial Consulting, LLCPassive
Some overlap · 5 shared positions
$WT$BRZE$NSC$UPST$T
$127M
1,066 positions
#13Clearstead Advisors, LLCPassive
Some overlap · 5 shared positions
$VLTO$WT$DHR$NSC$HUM
$10.9B
2,241 positions
#14SC&H Financial Advisors, Inc.Active
Some overlap · 6 shared positions
$WT$UNIT$BRZE$DHR$HUM$LRCX
$663M
155 positions
#15White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$BRZE$UNIT$DHR$HUM$UPST$COP
$721M
145 positions
#16Hobart Private Capital, LLCPassive
Some overlap · 6 shared positions
$WT$VLTO$COP$HUM$LRCX$T
$509M
132 positions
#17Solutions 4 Wealth, LtdPassive
Some overlap · 5 shared positions
$WT$UNIT$DHR$COP$TT
$66M
55 positions
#18Roof Eidam Maycock Peralta, LLCActive
Some overlap · 4 shared positions
$WT$BRZE$UNIT$HUM
$436M
125 positions
#19Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$WT$UNIT$HUM$BRZE$UPST
$365M
111 positions
#20XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$WT$BRZE$UPST$COP$NSC
$626M
273 positions
#21Opus Financial Solutions LLCPassive
Some overlap · 5 shared positions
$WT$HUM$BRZE$UPST$COP
$106M
103 positions
#22Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$WT$VLTO$UPST$COP
$451M
146 positions
#23PFG AdvisorsPassive
Some overlap · 6 shared positions
$BRZE$WT$VLTO$HUM$DHR$WFC
$2.1B
788 positions
#24BIP Wealth, LLCActive
Some overlap · 5 shared positions
$WT$BRZE$HUM$UNIT$COP
$2.5B
453 positions
#25Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$WT$BRZE$HUM$T$LRCX
$400M
379 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.