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Hedge Funds Similar to Planning Project

13F Portfolio OverlapQ4 2025Planning Project portfolio →
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Most similar hedge funds by 13F overlap

Planning Project LLC is an institutional investor managing $398M across 144 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Planning Project are Financial Enhancement Group, HEADINVEST,, Sandhill Partners, with shared positions in $LIN, $USB, $JHG, $UNIT, $WT, $NEE. The full ranking of 25 similar funds is below.

#1Financial Enhancement Group LLCPassive
Slight overlap · 6 shared positions
$LIN$USB$JHG$UNIT$WT$NEE
$807M
135 positions
#2HEADINVEST, LLCPassive
Slight overlap · 4 shared positions
$LIN$USB$JHG$MDT
$488M
225 positions
#3Sandhill Capital Partners LLCActive
Slight overlap · 4 shared positions
$LIN$USB$SCHW$TT
$1.2B
95 positions
#4Strategic Wealth Investment Group, LLCPassive
Slight overlap · 3 shared positions
$LIN$USB$SCHW
$788M
94 positions
#5CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$LIN$USB$HSY$CB
$6.4B
290 positions
#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$LIN$USB$ETN$CB$NEE
$7.8B
1,278 positions
#7Phraction Management LLCActive
Slight overlap · 4 shared positions
$LIN$USB$PHYS$ETN
$483M
65 positions
#8CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Slight overlap · 4 shared positions
$LIN$USB$SLB$NEE
$60M
36 positions
#9SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$LIN$USB$SLB
$1.3B
158 positions
#10S.E.E.D. Planning Group LLCPassive
Slight overlap · 3 shared positions
$LIN$USB$NEE
$344M
89 positions
#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$LIN$USB$NEE
$246M
145 positions
#12Stone Summit Wealth LLCPassive
Slight overlap · 5 shared positions
$LIN$USB$UNIT$MDT$NEE
$359M
142 positions
#13Mendel Money ManagementPassive
Slight overlap · 4 shared positions
$LIN$JHG$MS$NXPI
$239M
137 positions
#14Genesis Financial Group, LLCPassive
Slight overlap · 4 shared positions
$LIN$JHG$SCHW$UNIT
$158M
103 positions
#15StrongBox Wealth, LLCPassive
Slight overlap · 4 shared positions
$LIN$JHG$ETN$NEE
$313M
95 positions
#16CONNORS INVESTOR SERVICES INCActive
Slight overlap · 6 shared positions
$LIN$MS$SCHW$ETN$CB$MDT
$1.1B
149 positions
#17Rice Partnership, LLCActive
Slight overlap · 4 shared positions
$LIN$USB$ETN$WT
$732M
178 positions
#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$LIN$MS$SCHW$SLB$NEE
$506M
75 positions
#19Ayrshire Capital Management LLCPassive
Slight overlap · 4 shared positions
$LIN$MS$SCHW$ETN
$193M
50 positions
#20Aureus Asset Management, LLCPassive
Slight overlap · 4 shared positions
$LIN$MS$SCHW$NEE
$1.5B
225 positions
#21Van Cleef Asset Management,IncActive
Slight overlap · 5 shared positions
$LIN$SCHW$SLB$CB$UNIT
$929M
118 positions
#22Brentview Investment Management LLCPassive
Slight overlap · 5 shared positions
$LIN$MS$TT$MDT$NEE
$231M
63 positions
#23CAISSE DES DEPOTS ET CONSIGNATIONSSmart money
Slight overlap · 5 shared positions
$LIN$SCHW$TT$TTE$NEE
$6.1B
217 positions
#24ABN AMRO Bank N.V.Active
Slight overlap · 4 shared positions
$LIN$MS$TT$TTE
$9.3B
228 positions
#25Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$LIN$MS$CB$NEE
$446M
104 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.