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Hedge Funds Similar to Total Wealth Planning & ,

13F Portfolio OverlapQ1 2026Total Wealth Planning & , portfolio →
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Most similar hedge funds by 13F overlap

Total Wealth Planning & Management, Inc. is an institutional investor managing $135M across 201 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 Total Wealth Planning & , are DoubleLine ETF Adviser, Palouse ,, Kerusso, with shared positions in $VZ, $TMUS, $DLR, $T, $OMC, $GILD. The full ranking of 25 similar funds is below.

#1DoubleLine ETF Adviser LPPassive
Some overlap · 7 shared positions
$VZ$TMUS$DLR$T$OMC$GILD
$263M
176 positions
#2Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$VZ$PFE$ALPS$MU$T$J
$151M
135 positions
#3Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$LNG$VZ$PFE$GILD
$200M
53 positions
#4FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LNG$ALPS$MU$SCHW
$456M
346 positions
#5Integras Partners LLCPassive
Some overlap · 3 shared positions
$LNG$GILD$NRG
$152M
69 positions
#6TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$VZ$ALPS$T$GILD$SCHW$PFE
$1.9B
267 positions
#7AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$PFE$MU$T
$160M
137 positions
#8KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$MU$T$GILD
$188M
174 positions
#9Miller Global Investments, LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$STM$T$SCHW
$121M
295 positions
#10Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$LNG$MU$GE
$239M
46 positions
#11HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$PFE$T$SCHW
$293M
166 positions
#12Parrish Capital LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$T$GE$SCHW
$112M
86 positions
#13American Trust Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$LNG$SAN$J$SCHW
$181M
76 positions
#14WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$PFE$MU$T$VZ$GE
$210M
141 positions
#15Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$LNG$ALPS$MU$T
$88M
65 positions
#16Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$GILD$OMC
$216M
112 positions
#17Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$VZ$PFE$GILD$T
$202M
72 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$VZ$PFE$GILD$T
$1.5B
235 positions
#19WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$GILD$T
$406M
290 positions
#20VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LNG$VZ$PFE$T
$976M
142 positions
#21EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$VZ$PFE$GILD$T
$278M
160 positions
#22Disciplined Equity Management, Inc.Active
Some overlap · 4 shared positions
$VZ$PFE$OMC$T
$199M
44 positions
#23PCB Capital LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$MU$T
$63M
101 positions
#24Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$VZ$GILD$MU$T
$160M
124 positions
#25TOWNSQUARE CAPITAL LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$T$MU
$444M
252 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.