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 & PLANNING,

13F Portfolio OverlapQ1 2026& PLANNING, portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL & PLANNING, LLC is an institutional investor managing $165M across 172 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 & PLANNING, are LIBERTY ONE INVESTMENT ,, EDGAR LOMAX /VA, Walsky Investment ,, with shared positions in $DUK, $SO, $MCD, $WM, $UNH, $KO. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$DUK $SO $MCD $WM $UNH $KO

$970M

154 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$DUK $SO $GD $TXN $UNH $KO

$1.4B

56 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$MCD $SO $TXN $LOW $PNC

$98M

50 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$DUK $SO $MCD $GD $TXN $KO

$220M

148 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$MCD $DUK $GD

$184M

32 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$SO $DUK $MCD $LOW

$187M

55 positions

#7ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$MCD $TXN $GD $CHD $INTC

$1.7B

86 positions

#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$DUK $SO $WM

$192M

113 positions

#9BANQUE PICTET & CIE SAActive

Notable overlap · 5 shared positions

$MCD $TXN $WM $UNH $MU

$14.2B

385 positions

#10RAHLFS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$MCD $SO $TXN $DUK $INTC

$136M

86 positions

#11Signature Wealth Management GroupPassive

Notable overlap · 3 shared positions

$SO $TXN $MCD

$263M

128 positions

#12PICTET BANK & TRUST LtdActive

Notable overlap · 4 shared positions

$MCD $TXN $WM $UNH

$76M

33 positions

#13High Point Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SO $IAU $DUK $UBER $HOOD

$104M

250 positions

#14FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MCD $DUK $SO $TXN $KO

$1.5B

235 positions

#15Windle Wealth, LLCActive

Some overlap · 3 shared positions

$SO $MCD $KO

$237M

32 positions

#16Welch Group, LLCPassive

Some overlap · 4 shared positions

$SO $MCD $TXN $KO

$2.7B

310 positions

#17Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$MCD $GD $TXN $WM $KO

$245M

98 positions

#18Patrick Mauro Investment Advisor, INC.Active

Some overlap · 4 shared positions

$MCD $WM $SO $DUK

$199M

40 positions

#19Aull & Monroe Investment Management CorpPassive

Some overlap · 3 shared positions

$SO $DUK $WM

$215M

125 positions

#20Griffith & Werner, Inc.Active

Some overlap · 5 shared positions

$SO $DUK $UNH $CEG $KO

$202M

72 positions

#21Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$MCD $GD $SO $TXN $CHD $WM

$172M

114 positions

#22Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$DUK $IAU $MCD $LOW $CEG

$130M

96 positions

#23Lombard Odier Asset Management (Europe) LtdPassive

Some overlap · 4 shared positions

$DUK $UBER $WM $INTU

$1.8B

190 positions

#24BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 5 shared positions

$MCD $SO $GD $INTC $KO

$134M

211 positions

#25Carson Advisory Inc.Passive

Some overlap · 3 shared positions

$SO $DUK $KO

$193M

188 positions

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View & 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.