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 Phillips Wealth Planners

13F Portfolio OverlapQ1 2026Phillips Wealth Planners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Phillips Wealth Planners LLC is an institutional investor managing $133M across 210 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 Phillips Wealth Planners are MORGAN DEMPSEY, Meadowbrook Advisors Group,, BENEDICT FINANCIAL ADVISORS, with shared positions in $TXN, $DUK, $PM, $MCD, $KO, $CME. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 9 shared positions

$TXN $DUK $PM $MCD $KO $CME

$220M

148 positions

#2Meadowbrook Advisors Group, LLCPassive

Some overlap · 8 shared positions

$TXN $TJX $MCD $KO $CME $AMGN

$168M

136 positions

#3BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 8 shared positions

$DUK $PM $MCD $KO $CME $AMGN

$480M

133 positions

#4NICHOLAS COMPANY, INC.Active

Some overlap · 7 shared positions

$TJX $TXN $AMD $MCD $KO $AZN

$5.1B

203 positions

#5Capital Wealth Planning, LLCActive

Some overlap · 7 shared positions

$TJX $DUK $MCD $KO $CME $AMGN

$18.1B

151 positions

#6TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 8 shared positions

$DUK $PM $KO $AMGN $WFC $APD

$132M

96 positions

#7Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$TJX $DUK $MCD $KO $AMGN $MDT

$272M

95 positions

#8BAHL & GAYNOR INCActive

Some overlap · 6 shared positions

$WMB $TJX $TXN $PNC $MCD $CME

$19.8B

327 positions

#9BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$TJX $TXN $MCD $AMGN $APD $MDT

$321M

110 positions

#10CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$WMB $TJX $DUK $KO $WFC $MDT

$1.1B

149 positions

#11FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 6 shared positions

$WMB $TXN $DUK $MCD $KO $CME

$1.5B

235 positions

#12Code Waechter LLCPassive

Some overlap · 6 shared positions

$WMB $DUK $PM $PNC $TTE $AMGN

$168M

118 positions

#13Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$TXN $DUK $PM $PNC $MCD $KO

$583M

140 positions

#14Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$MKL $DUK $AMD $MCD $KO $MDT

$1.4B

211 positions

#15CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$TJX $TXN $PNC $CME $AZN $MDT

$2.2B

145 positions

#16CFM WEALTH PARTNERS LLCActive

Some overlap · 6 shared positions

$WMB $PM $TJX $AMD $MCD $KO

$667M

143 positions

#17Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TJX $DUK $MCD $KO $AMGN $SBUX

$353M

78 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$WMB $TJX $TXN $MCD $KO

$446M

104 positions

#19JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$WMB $MKL $TJX $KO $MCD

$12.4B

810 positions

#20Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$WMB $DUK $PNC $AMGN $WFC $MDT

$685M

380 positions

#21Haverford Trust CoActive

Some overlap · 7 shared positions

$TJX $KO $MCD $APD $MDT $TXN

$10.9B

419 positions

#22Advisors Capital Management, LLCPassive

Some overlap · 6 shared positions

$TJX $PM $DUK $MCD $TXN $KO

$8.6B

566 positions

#23Core Alternative CapitalPassive

Some overlap · 6 shared positions

$TJX $AMD $MCD $CME $APD $MDT

$339M

205 positions

#24GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 6 shared positions

$TXN $MCD $TJX $CME $KO $AMGN

$908M

286 positions

#25Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $PM $MCD $KO $AMGN $MDT

$240M

278 positions

Compare Phillips Wealth Planners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Phillips Wealth Planners’s holdings

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.