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Hedge Funds Similar to BWM Planning

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

BWM Planning, LLC is an institutional investor managing $431M across 99 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 BWM Planning are Carlson, 5T Wealth, Spectrum Asset , (NB/CA), with shared positions in $WFC, $DVN, $PSX, $HAL, $ETN, $DE. The full ranking of 25 similar funds is below.

#1Carlson Capital, L.P.Passive
Notable overlap · 4 shared positions
$WFC$DVN$PSX$HAL
$494M
74 positions
#25T Wealth, LLCActive
Notable overlap · 3 shared positions
$WFC$PSX$ETN
$269M
134 positions
#3Spectrum Asset Management, Inc. (NB/CA)Passive
Notable overlap · 3 shared positions
$WFC$DE$SCHW
$362M
116 positions
#4Black Cypress Capital Management, LLCActive
Some overlap · 3 shared positions
$WFC$HAL$UAL
$150M
29 positions
#5LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$WFC$PEP$SCHW
$316M
55 positions
#6DCM Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$PSX$PEP$COP
$253M
38 positions
#7DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$WFC$PEP$ETN$DE
$530M
92 positions
#8Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$DVN$WFC$HP
$650M
125 positions
#9DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$WFC$DVN$COP
$23.3B
112 positions
#10Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$WFC$PSX$PEP
$173M
149 positions
#11Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$WFC$PEP$ET
$458M
85 positions
#12R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$WFC$COP$PEP
$133M
47 positions
#13OFS Enterprise LLCActive
Some overlap · 3 shared positions
$WFC$ETN$DE
$392M
106 positions
#14EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$WFC$DVN$SCHW
$5.2B
76 positions
#15Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$WFC$PSX$PEP$DE
$465M
29 positions
#16Scissortail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WFC$PSX$HP$ETN$COP
$520M
106 positions
#17ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$WFC$PEP$COP$SCHW
$1.5B
282 positions
#18Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$WFC$PEP$ETN$DE
$447M
77 positions
#19ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$COP$SCHW
$216M
231 positions
#20Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$WES$WFC$PEP$ET
$882M
88 positions
#21HOWARD BAILEY SECURITIES, LLCActive
Some overlap · 5 shared positions
$WFC$PEP$ETN$DE$SCHW
$267M
121 positions
#22Fulcrum Asset Management LLPPassive
Some overlap · 4 shared positions
$HP$DVN$PSX$HAL
$1.0B
1,027 positions
#23ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$DVN$PSX$HAL$COP$NUE
$763M
51 positions
#24Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$DVN$PSX$HAL
$5.3B
81 positions
#25RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DVN$PSX$PEP
$2.4B
181 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.