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Hedge Funds Similar to RETIREMENT PLANNING GROUP, / NY

13F Portfolio OverlapQ1 2026RETIREMENT PLANNING GROUP, / NY portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT PLANNING GROUP, LLC / NY is an institutional investor managing $155M across 94 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 RETIREMENT PLANNING GROUP, / NY are guardian investment, 11 Partners, Lakeridge Wealth, with shared positions in $DHR, $GE, $GEV, $T, $BAC, $DE. The full ranking of 25 similar funds is below.

#1guardian investment managementActive
Notable overlap · 6 shared positions
$DHR$GE$GEV$T$BAC$DE
$127M
60 positions
#211 Capital Partners LPActive
Notable overlap · 4 shared positions
$DHR$GE$GEV$SHW
$348M
20 positions
#3Lakeridge Wealth Management LLCPassive
Notable overlap · 6 shared positions
$TECK$DHR$T$GE$SHW$IBM
$233M
169 positions
#4MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$GE$DHR$GEV
$1000M
35 positions
#5KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$GE$RBLX$GEV
$718M
39 positions
#6Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$PDI$BAC
$242M
112 positions
#7CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$GE$GEV$T$BAC$IBM$UNH
$1.3B
118 positions
#8TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$GE$GEV$DHR$MRVL
$200M
110 positions
#9ALERUS FINANCIAL NAActive
Some overlap · 6 shared positions
$DHR$VZ$GE$T$IBM$UNH
$2.0B
510 positions
#10Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$GE$GEV$T$VZ$IBM
$182M
159 positions
#11Significant Wealth Partners LLCPassive
Some overlap · 5 shared positions
$DHR$PDI$GE$GEV$T
$81M
111 positions
#12Next Level Private LLCPassive
Some overlap · 5 shared positions
$GE$GEV$T$BAC$IBM
$443M
175 positions
#13RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 4 shared positions
$DHR$GEV$T$GE
$176M
108 positions
#14DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$GE$GEV$DHR$IBM$LRCX
$105M
119 positions
#15Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$TECK$GE$GEV$SHW$MRVL
$239M
162 positions
#16REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DHR$TECK$T$VZ
$661M
215 positions
#17CADINHA & CO LLCActive
Some overlap · 3 shared positions
$GE$DHR$GEV
$537M
103 positions
#18Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GE$GEV$DHR$WELL
$208M
106 positions
#19AXIOM INVESTORS LLC /DEActive
Some overlap · 3 shared positions
$GE$GEV$DHR
$9.0B
121 positions
#20Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$TECK$GE$GEV
$477M
91 positions
#21COTTONWOOD CAPITAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DHR$RBLX$IBM$DE$BAC
$142M
86 positions
#22Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$GE$GEV$IBM$DE
$112M
54 positions
#23Temasek Holdings (Private) LtdActive
Some overlap · 6 shared positions
$GEV$RBLX$TECK$GE$LRCX$MRVL
$30.5B
151 positions
#24HFM Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GE$GEV$IBM$VZ
$260M
1,210 positions
#25London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$GE$GEV$IBM$UNH
$9.2B
223 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.