What hedge funds are most similar to Welch Financial Planning, LLC?

The funds with the most similar 13F portfolios to Welch Financial Planning, LLC are CATHY PARETO & ASSOCIATES,, IAM Advisory,, CPWA,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Welch Financial Planning,

13F Portfolio OverlapQ1 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 Q1 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 CATHY PARETO & ASSOCIATES,, IAM Advisory,, CPWA,, with shared positions in $WT, $BPRE, $REGN, $SHW, $USB, $NVS. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $BPRE $REGN $SHW $USB

$149M

96 positions

#2IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $REGN $SHW $USB $NVS

$446M

95 positions

#3CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $SHW $NVS

$84M

90 positions

#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $USB $BA

$697M

218 positions

#5Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $REGN $BA $SHW

$444M

122 positions

#6Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $USB

$111M

84 positions

#7RATIONAL ADVISORS, INC.Active

Notable overlap · 3 shared positions

$WT $BA $USB

$980M

179 positions

#8MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $SHW $USB

$147M

52 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $REGN $USB

$206M

97 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $SHW

$153M

96 positions

#11Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $USB $REGN

$284M

125 positions

#12Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $USB $API

$260M

97 positions

#13Intrua Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $USB

$969M

459 positions

#14Horizon Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SHW $BA

$682M

137 positions

#15WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $USB $BALL $API

$508M

107 positions

#16JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$WT $USB $NVS

$102M

27 positions

#17Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $REGN $BA

$462M

53 positions

#18CLG LLCActive

Notable overlap · 3 shared positions

$WT $USB $BA

$403M

134 positions

#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $USB $ARCC

$1.3B

143 positions

#20Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $BPRE

$186M

46 positions

#21Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $SHW

$714M

1,021 positions

#22COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $REGN $BA

$157M

92 positions

#23Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $SHW

$515M

135 positions

#24Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $BALL $USB $BA

$2.1B

372 positions

#25IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $BA $API

$896M

509 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.