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Hedge Funds Similar to BWM Planning,

13F Portfolio OverlapQ1 2026BWM Planning, portfolio →
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Most similar hedge funds by 13F overlap

BWM Planning, LLC is an institutional investor managing $379M across 87 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 BWM Planning, are Moisand Fitzgerald Tamayo,, Team Hewins,, Burk, with shared positions in $AMN, $SNOW, $NKE, $MKL, $UNIT, $PSX. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 5 shared positions
$AMN$SNOW$NKE$MKL$UNIT
$931M
518 positions
#2Team Hewins, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$SNOW$NKE$UNIT
$337M
41 positions
#3Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$SNOW$NKE$PSX
$233M
676 positions
#4POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$INTC
$127M
130 positions
#5Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$SNOW$WFC
$266M
69 positions
#6QUARRY HILL ADVISORS, LLCSmart money
Substantial overlap · 5 shared positions
$AMN$NKE$MKL$BRZE$UNIT
$243M
51 positions
#7KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$MKL$UNIT
$522M
97 positions
#8MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$MKL$UNIT
$181M
66 positions
#9Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$MKL
$250M
40 positions
#10CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$AMN$NKE$COP$UNIT
$334M
70 positions
#11McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$SNOW$NKE
$119M
65 positions
#12Parkshore Wealth Management, Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$SNOW$INTC$BRZE
$299M
69 positions
#13Meredith Wealth PlanningActive
Substantial overlap · 6 shared positions
$AMN$NKE$BRZE$COP$UNIT$ETN
$369M
70 positions
#14Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$221M
60 positions
#15Three Arch Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$556M
61 positions
#16DEFINE FINANCIAL, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$MKL$AGQ
$184M
41 positions
#17Fort Vancouver Investment Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$MKL$COP$SNOW
$197M
59 positions
#18Burton Enright WelchActive
Substantial overlap · 3 shared positions
$AMN$INTC$BRZE
$736M
134 positions
#19ENZI WEALTHActive
Substantial overlap · 3 shared positions
$AMN$INTC$ETN
$288M
71 positions
#20BetterWealth, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$SNOW$BRZE$WFC
$510M
85 positions
#21RW Investment Management LLCActive
Notable overlap · 4 shared positions
$AMN$COP$AGQ$ETN
$1.0B
113 positions
#22Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$143M
50 positions
#23Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$AMN$SNOW$NKE$BRZE$UNIT
$525M
138 positions
#24Oak Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$MKL$BRZE
$182M
57 positions
#25Bare Financial Services, IncPassive
Notable overlap · 4 shared positions
$AMN$SNOW$COP$UNIT
$378M
1,730 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.