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 Investment Planning Advisors

13F Portfolio OverlapQ2 2026Investment Planning Advisors portfolio →

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Most similar hedge funds by 13F overlap

Investment Planning Advisors, Inc. is an institutional investor managing $432M across 117 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 Investment Planning Advisors are Ferguson Shapiro, Verus Financial Partners, LongView Wealth, with shared positions in $DOV, $SO, $LIN, $QCOM, $D, $MCD. The full ranking of 25 similar funds is below.

#1Ferguson Shapiro LLCActive

Slight overlap · 3 shared positions

$DOV $SO $LIN

$342M

91 positions

#2Verus Financial Partners, Inc.Smart money

Slight overlap · 4 shared positions

$DOV $SO $QCOM $D

$1.2B

127 positions

#3LongView Wealth ManagementPassive

Slight overlap · 4 shared positions

$DOV $SO $MCD $UPS

$390M

227 positions

#4Asset Management Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $WRB $PEP

$683M

137 positions

#5HOGE FINANCIAL SERVICES, LLCActive

Slight overlap · 5 shared positions

$DOV $LIN $MCD $QCOM $PEP

$209M

83 positions

#6Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$DOV $SO $MCD $QCOM

$212M

171 positions

#7WMG Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $SO $CRWD

$265M

105 positions

#8BCR Wealth Strategies, LLCSmart money

Slight overlap · 3 shared positions

$DOV $SO $PEP

$356M

32 positions

#9St. Louis Trust CoActive

Slight overlap · 3 shared positions

$DOV $SO $PEP

$875M

125 positions

#10SECURITY NATIONAL BANK OF SO DAK

Slight overlap · 4 shared positions

$DOV $LIN $QCOM $PEP

$217M

287 positions

#11Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$DOV $SO $UPS

$166M

570 positions

#12Ridgewood Investments LLCPassive

Slight overlap · 5 shared positions

$DOV $QCOM $PGR $UPS $PEP

$267M

208 positions

#13OneDigital Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$DOV $SO $MCD

$11.8B

1,573 positions

#14LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$DOV $SO $PEP

$2.5B

117 positions

#15HFM Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $CRWD $CEG $MCD

$285M

1,293 positions

#16CFS Investment Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$DOV $LIN $MCD $CB

$1.5B

357 positions

#17Junk Investment Group, LLCActive

Slight overlap · 4 shared positions

$DOV $CEG $QCOM $D

$226M

97 positions

#18Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 3 shared positions

$DOV $LIN $MCD

$437M

707 positions

#19Prentice Wealth Management LLCActive

Slight overlap · 3 shared positions

$DOV $LIN $QCOM

$484M

126 positions

#20Newton One Investments LLCActive

Slight overlap · 4 shared positions

$DOV $CEG $MCD $PEP

$397M

146 positions

#21PLANNING DIRECTIONS INCActive

Slight overlap · 4 shared positions

$DOV $CEG $MCD $PEP

$216M

110 positions

#22River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$DOV $MCD $QCOM $PEP

$340M

177 positions

#23Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$DOV $MCD $QCOM $PEP

$208M

86 positions

#24Hubbell Strickland Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$DOV $MCD $QCOM $PEP

$277M

87 positions

#25Coston, McIsaac & PartnersPassive

Slight overlap · 4 shared positions

$DOV $SO $MCD $PEP

$497M

948 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.