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Hedge Funds Similar to Sequent Planning

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

Sequent Planning LLC is an institutional investor managing $468M across 269 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 Sequent Planning are YACKTMAN ASSET, Premier Private Wealth, Brentview Investment, with shared positions in $PEP, $STT, $TLN, $SMA, $MCK, $MLI. The full ranking of 23 similar funds is below.

#1YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$PEP$STT$TLN
$8.1B
74 positions
#2Premier Private Wealth Management LLCActive
Some overlap · 3 shared positions
$SMA$MCK$STT
$114M
60 positions
#3Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MLI$PEP$MCK
$253M
63 positions
#4Verity & Verity, LLCActive
Some overlap · 3 shared positions
$PEP$NNN$STT
$1.5B
138 positions
#5TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$MCK$PEP$BALL$AZO$D
$1.0B
880 positions
#6Peoples Bank/KSPassive
Some overlap · 3 shared positions
$PEP$MCK$STT
$103M
98 positions
#7Addison Capital CoActive
Some overlap · 3 shared positions
$MLI$PEP$STT
$610M
184 positions
#8Titan Investment Management LLCActive
Some overlap · 3 shared positions
$PEP$MCK$AZO
$135M
38 positions
#9CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$PEP$MCK$STT
$859M
140 positions
#10GODSEY & GIBB, INCPassive
Slight overlap · 3 shared positions
$PEP$STT$D
$1.2B
383 positions
#11Bill Few Associates, Inc.Passive
Slight overlap · 3 shared positions
$PEP$STT$D
$470M
227 positions
#12BURNEY CO/Active
Slight overlap · 3 shared positions
$MCK$STT$AZO
$3.7B
605 positions
#13Allie Family Office LLCActive
Slight overlap · 3 shared positions
$STT$NNN$SPCX
$269M
107 positions
#14Delta Accumulation, LLCActive
Slight overlap · 3 shared positions
$MCK$STT$PEP
$2.5B
156 positions
#15Dominguez Wealth Management Solutions, Inc.Active
Slight overlap · 3 shared positions
$PEP$D$SPCX
$181M
75 positions
#16Thayer Partners, LLC / MAActive
Slight overlap · 3 shared positions
$STT$MCK$PEP
$242M
100 positions
#17GFS Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$PEP$SPCX
$1.7B
266 positions
#18SIMA Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$STT$PEP$D
$141M
130 positions
#19N10 WEALTH, LLCActive
Slight overlap · 3 shared positions
$MCK$AZO$SPCX
$282M
43 positions
#20Norris Financial Group, LLCPassive
Slight overlap · 3 shared positions
$STT$D$SPCX
$251M
82 positions
#21Ankerstar Wealth, LLCPassive
Slight overlap · 3 shared positions
$PEP$SPCX$D
$119M
989 positions
#22Three Bearings Fiduciary Advisors, Inc.Active
Slight overlap · 3 shared positions
$D$PEP$STT
$112M
312 positions
#23RVW Wealth, LLCActive
Slight overlap · 3 shared positions
$SPCX$STT$D
$1.5B
183 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.