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Hedge Funds Similar to Peak Retirement Planning

13F Portfolio OverlapQ2 2026Peak Retirement Planning portfolio →
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Most similar hedge funds by 13F overlap

Peak Retirement Planning, Inc. is an institutional investor managing $632M across 194 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Peak Retirement Planning are Thrive, Oakmont Advisory Group, WINNOW WEALTH, with shared positions in $HALO, $MMSI, $FLEX, $THC, $EXEL, $RL. The full ranking of 25 similar funds is below.

#1Thrive Capital Management, LLCPassive
Substantial overlap · 19 shared positions
$HALO$MMSI$FLEX$THC$EXEL$RL
$557M
180 positions
#2Oakmont Advisory Group, LLCPassive
Substantial overlap · 21 shared positions
$STT$FLEX$NBIX$APP$EXEL$RL
$119M
526 positions
#3WINNOW WEALTH LLCPassive
Substantial overlap · 15 shared positions
$EXEL$FLEX$NBIX$RL$ELAN$THC
$151M
141 positions
#4Graetz Wealth LLCActive
Notable overlap · 16 shared positions
$STT$THC$TOST$FLEX$HALO$MMSI
$127M
84 positions
#5Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$STT$HALO$KMB$CL
$239M
85 positions
#6Brindle & Bay Financial Advisors, LLCActive
Notable overlap · 8 shared positions
$KMB$CL$TROW$ITW$SNA$PGR
$268M
102 positions
#7NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PGR$MO
$6.9B
680 positions
#8Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$ITW$MO
$394M
99 positions
#9Centennial Wealth Advisory LLCPassive
Some overlap · 4 shared positions
$STT$KMB$TROW$MO
$486M
195 positions
#10Park West Asset Management LLCPassive
Some overlap · 4 shared positions
$FLEX$TOST$ELAN$CHWY
$1.5B
47 positions
#11PFM Health Sciences, LPActive
Some overlap · 4 shared positions
$THC$NBIX$UTHR$MMSI
$1.2B
98 positions
#12COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$FLEX$RL$STT$MPWR
$3.0B
317 positions
#13Capital Impact Advisors, LLCActive
Some overlap · 4 shared positions
$EXEL$TOST$APP$MPWR
$1.8B
29 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KMB$CL$TROW$ITW$MO
$263M
373 positions
#15RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$NBIX$HALO$APP$ITW
$2.5B
234 positions
#16Talon Private Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$THC$UTHR
$1.7B
462 positions
#17SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$NBIX$UTHR$ZM$SNA
$2.4B
181 positions
#18Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$STT$PGR$CL$AOS
$242M
228 positions
#19BAM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MO$FLEX$HALO$TROW$MMSI$THC
$185M
202 positions
#20PSP Research LLCActive
Some overlap · 3 shared positions
$HALO$EXEL$NBIX
$146M
44 positions
#21BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$THC$FLEX$ELAN
$813M
120 positions
#22Vestal Point Capital, LPActive
Some overlap · 3 shared positions
$NBIX$PODD$UTHR
$4.3B
68 positions
#23Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$HALO$THC$ZM
$468M
59 positions
#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CL$TROW$SNA$PGR
$6.0B
294 positions
#25Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$APP$EXEL$UTHR$CHWY
$414M
129 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.