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Hedge Funds Similar to Essential Planning

13F Portfolio OverlapQ2 2026Essential Planning portfolio →
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Most similar hedge funds by 13F overlap

Essential Planning, LLC. is an institutional investor managing $354M across 87 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Essential Planning are ARGUS INVESTORS' COUNSEL, PCB, GLOBALT Investments / GA, with shared positions in $TT, $ANET, $WFC, $KLAC, $T, $IDXX. The full ranking of 25 similar funds is below.

#1ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 4 shared positions
$TT$ANET$WFC$KLAC
$130M
106 positions
#2PCB Capital LLCPassive
Slight overlap · 4 shared positions
$ANET$WFC$T$KLAC
$82M
114 positions
#3GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$ANET$WFC$T$KLAC
$3.0B
213 positions
#4HARRELL INVESTMENT PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$TT$ANET$WFC
$461M
144 positions
#5RENAISSANCE GROUP LLCPassive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$2.5B
234 positions
#6Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$157M
85 positions
#7Lebenthal Global Advisors, LLCPassive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$741M
204 positions
#8Great Lakes Retirement, Inc.Passive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$1.1B
216 positions
#9Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$29.1B
66 positions
#10Moran Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$3.7B
491 positions
#11OneAscent Investment Solutions LLCPassive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$106M
144 positions
#12Hilltop National BankPassive
Slight overlap · 3 shared positions
$TT$ANET$KLAC
$468M
805 positions
#13Walter Public Investments Inc.Passive
Slight overlap · 3 shared positions
$TT$IDXX$KLAC
$416M
53 positions
#14Progressive Investment Management CorpActive
Slight overlap · 3 shared positions
$TT$IDXX$KLAC
$454M
56 positions
#15Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$ANET$IDXX$WFC
$952M
298 positions
#16NORTHSTAR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$ANET$IDXX$KLAC
$341M
91 positions
#17Nykredit A/SPassive
Slight overlap · 4 shared positions
$WFC$T$KLAC$CVS
$31.8B
1,945 positions
#18BLI - Banque de Luxembourg InvestmentsPassive
Slight overlap · 3 shared positions
$ANET$IDXX$KLAC
$2.8B
195 positions
#19Haven Private, LLCPassive
Slight overlap · 3 shared positions
$TT$IDXX$KLAC
$263M
171 positions
#20Railway Pension Investments LtdActive
Slight overlap · 3 shared positions
$ANET$TT$KLAC
$8.0B
102 positions
#21KCM INVESTMENT ADVISORS LLCActive
Slight overlap · 3 shared positions
$TT$WFC$KLAC
$3.4B
400 positions
#22Forum Private Client Group LLCActive
Slight overlap · 3 shared positions
$TT$T$CVS
$336M
86 positions
#23Widmann Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$TT$T$CVS
$186M
123 positions
#24Pictet Asset Management Holding SAPassive
Slight overlap · 3 shared positions
$ANET$TT$KLAC
$104.7B
2,143 positions
#25OneAscent Wealth Management LLCActive
Slight overlap · 3 shared positions
$TT$T$KLAC
$336M
169 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.