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Hedge Funds Similar to Peak Retirement Planning,

13F Portfolio OverlapQ1 2026Peak Retirement Planning, portfolio →
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Most similar hedge funds by 13F overlap

Peak Retirement Planning, Inc. is an institutional investor managing $501M across 152 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 Peak Retirement Planning, are WINNOW WEALTH, Thrive ,, Brindle & Bay Financial Advisors,, with shared positions in $UTHR, $EXEL, $FLEX, $MPWR, $ELAN, $MU. The full ranking of 25 similar funds is below.

#1WINNOW WEALTH LLCPassive
Notable overlap · 11 shared positions
$UTHR$EXEL$FLEX$MPWR$ELAN$MU
$130M
123 positions
#2Thrive Capital Management, LLCPassive
Some overlap · 7 shared positions
$UNIT$SCHW$HIMS$UTHR$FLEX$CF
$456M
169 positions
#3Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$UNIT$SCHW$CF$EOG
$163M
67 positions
#4Clayton Financial Group LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$FLEX$ABT
$195M
614 positions
#5Oakmont Advisory Group, LLCPassive
Some overlap · 8 shared positions
$SCHW$FLEX$HIMS$CF$ZM$UTHR
$98M
119 positions
#6Graetz Wealth LLCPassive
Some overlap · 11 shared positions
$UNIT$SCHW$HIMS$ZM$FLEX$CHWY
$112M
80 positions
#7ASSETMARK, INCPassive
Some overlap · 6 shared positions
$UNIT$UTHR$SCHW$RL$EXEL$MU
$49.0B
3,443 positions
#8Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$RL
$112M
105 positions
#9Creekside PartnersPassive
Some overlap · 3 shared positions
$UNIT$SCHW$APP
$243M
183 positions
#10Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$FLEX
$950M
192 positions
#11Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$FLEX
$1.4B
58 positions
#12KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$SCHW$ZM$ABT$TOST$EOG
$181M
93 positions
#13FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$MU
$293M
105 positions
#14PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$RL
$567M
75 positions
#15Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$MU
$331M
79 positions
#16Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$UNIT$SCHW$DECK$ABT
$619M
138 positions
#17PFM Health Sciences, LPActive
Some overlap · 5 shared positions
$UTHR$NBIX$ABT$MMSI$THC
$1.1B
83 positions
#18SWAN Capital LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$MU
$272M
554 positions
#19Zeit Capital LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$ABT
$149M
52 positions
#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$MPWR$MU$APP$TOST$PODD
$3.5B
110 positions
#21MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$UNIT$RL$ABT
$10.0B
1,896 positions
#22RMR Capital Management, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$ABT
$138M
75 positions
#23Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SCHW$MU
$378M
200 positions
#24PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$SCHW$FLEX$ELAN$MU
$127.0B
320 positions
#25Aaron Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UNIT$FLEX$MU
$1.8B
691 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.