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 Asset Planning,

13F Portfolio OverlapQ1 2026Asset Planning, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Asset Planning,Inc is an institutional investor managing $141M across 299 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 Asset Planning, are Windle Wealth,, BENEDICT FINANCIAL ADVISORS, Shelter Rock ,, with shared positions in $MCD, $WELL, $MO, $O, $VZ, $SO. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive

Notable overlap · 7 shared positions

$MCD $WELL $MO $O $VZ $SO

$237M

32 positions

#2BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$MO $VZ $MCD $CB $SBUX $LMT

$480M

133 positions

#3Shelter Rock Management, LLCActive

Notable overlap · 3 shared positions

$TDG $MCD $WM

$94M

35 positions

#4East Coast Asset Management, LLC.Active

Notable overlap · 3 shared positions

$TDG $WM $LMT

$303M

68 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$MCD $O $VZ $CB $SO

$187M

55 positions

#6Patrick Mauro Investment Advisor, INC.Active

Some overlap · 7 shared positions

$MCD $VZ $SO $LMT $BMY $WM

$199M

40 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MCD $MO $VZ $SO $C

$1.5B

235 positions

#8HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 4 shared positions

$MCD $MO $O $CB

$243M

44 positions

#9EDMP, INC.Passive

Some overlap · 5 shared positions

$MO $O $VZ $BMY $C

$124M

71 positions

#10Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $VZ $O $CB $SBUX

$210M

79 positions

#11HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$MCD $VZ $CB $LMT $ED $HON

$351M

81 positions

#12FARMERS TRUST COPassive

Some overlap · 7 shared positions

$MCD $VZ $CB $SO $LMT $C

$637M

203 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MCD $VZ $SBUX $SO $LMT $C

$220M

148 positions

#14Core Alternative CapitalPassive

Some overlap · 7 shared positions

$MCD $O $VZ $CB $SO $LMT

$339M

205 positions

#15CORDA Investment Management, LLC.Active

Some overlap · 4 shared positions

$WELL $MCD $VZ $HON

$1.4B

80 positions

#16GQG Partners LLCActive

Some overlap · 4 shared positions

$MO $ALL $VZ $CB

$63.1B

81 positions

#17Kinloch Capital, LLCPassive

Some overlap · 4 shared positions

$MO $O $MCD $ED

$245M

83 positions

#18Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$MO $O $VZ $SO

$232M

44 positions

#19BCWM, LLCPassive

Some overlap · 5 shared positions

$MO $VZ $SRE $LMT $BMY

$353M

57 positions

#20Miramar Capital, LLCPassive

Some overlap · 5 shared positions

$MCD $VZ $LMT $BMY $WM

$449M

56 positions

#21Stillwater Wealth Management GroupPassive

Some overlap · 6 shared positions

$MCD $CB $MO $VZ $LMT $WM

$162M

77 positions

#22Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$O $VZ $MCD $SO $LMT $WM

$354M

164 positions

#23Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MO $VZ $MCD $LMT $BMY

$240M

278 positions

#24Welch Group, LLCPassive

Some overlap · 5 shared positions

$MCD $VZ $SO $LMT $ED

$2.7B

310 positions

#25Bank & Trust CoPassive

Some overlap · 6 shared positions

$VZ $ALL $MCD $SO $BMY $C

$148M

304 positions

Compare Asset Planning,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Asset Planning,’s holdings

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.