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Hedge Funds Similar to Next Level Wealth Planning,

13F Portfolio OverlapQ1 2026Next Level Wealth Planning, portfolio →
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Most similar hedge funds by 13F overlap

Next Level Wealth Planning, LLC is an institutional investor managing $195M across 73 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 Next Level Wealth Planning, are Ballast,, Breakwater Investment, VSM Wealth Advisory,, with shared positions in $MKL, $MU, $KKR, $REGN, $MAR, $HUM. The full ranking of 25 similar funds is below.

#1Ballast, Inc.Active
Some overlap · 5 shared positions
$MKL$MU$KKR$REGN$MAR
$432M
133 positions
#2Breakwater Investment ManagementPassive
Some overlap · 7 shared positions
$MKL$KKR$HUM$SNOW$DDOG$MAR
$269M
506 positions
#3VSM Wealth Advisory, LLCPassive
Some overlap · 6 shared positions
$MKL$KKR$HUM$SNOW$DDOG$MAR
$335M
505 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$MU$HUM$DDOG
$578M
118 positions
#5Evergreen Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$KKR$HUM$SNOW$REGN
$194M
54 positions
#6GreatBanc Trust COActive
Some overlap · 5 shared positions
$MKL$KKR$HUM$ABT$APH
$143M
67 positions
#7PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MKL$KKR$HUM$DDOG$MAR
$1.6B
236 positions
#8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MKL$KKR$HUM$DDOG$MAR
$648M
134 positions
#9Blankinship & Foster, LLCSmart money
Some overlap · 5 shared positions
$MKL$KKR$ABT$DDOG$HUM
$452M
75 positions
#10Grange Capital, LLCActive
Some overlap · 3 shared positions
$MKL$KKR$PLTR
$100M
46 positions
#11Summit Financial, LLCPassive
Some overlap · 4 shared positions
$MKL$PLTR$KKR$SNOW
$7.8B
1,397 positions
#12Values Added Financial LLCPassive
Some overlap · 4 shared positions
$MKL$KKR$HUM$DDOG
$238M
134 positions
#13Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MKL$KKR$HUM$MAR
$191M
88 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$KKR$HUM$PLTR
$365M
111 positions
#15Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$KKR$HUM$SNOW
$123M
111 positions
#16Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$MKL$KKR$OXY
$475M
153 positions
#17Luminvest Wealth Management LLCSmart money
Some overlap · 5 shared positions
$MKL$KKR$HUM$DDOG$MU
$382M
55 positions
#18Sightline Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$MKL$HUM$SNOW$DDOG$SSL$KKR
$236M
91 positions
#19Riverview Capital Advisers, LLCPassive
Some overlap · 4 shared positions
$MKL$MU$HUM$AFL
$300M
86 positions
#20MEANS INVESTMENT CO., INC.Active
Some overlap · 3 shared positions
$MKL$PLTR$KKR
$1.1B
212 positions
#21Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$KKR$HUM
$127M
57 positions
#22Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$MKL$KKR$SNOW
$325M
57 positions
#23Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$MKL$PLTR$HUM
$151M
54 positions
#24Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$OXY$APH$MAR
$528M
135 positions
#25Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$BITB$HUM$SNOW
$155M
74 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.