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Hedge Funds Similar to Welch Financial Planning

13F Portfolio OverlapQ2 2026Welch Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Welch Financial Planning, LLC is an institutional investor managing $172M across 71 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 Welch Financial Planning are HRC WEALTH, Halbert, Hargrove/Russell, with shared positions in $BA, $BPRE, $USB, $BALL. The full ranking of 2 similar funds is below.

#1HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BA$BPRE$USB
$244M
65 positions
#2Halbert, Hargrove/Russell LLCActive
Slight overlap · 3 shared positions
$BALL$USB$BA
$2.3B
735 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.