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Hedge Funds Similar to Plan A Wealth

13F Portfolio OverlapQ1 2026Plan A Wealth portfolio →
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Most similar hedge funds by 13F overlap

Plan A Wealth LLC is an institutional investor managing $235M across 194 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 Plan A Wealth are American Money ,, Grove Street Fiduciary,, Smart Money Group, with shared positions in $SNOW, $TPL, $GE, $ASML, $WFC, $GEV. The full ranking of 25 similar funds is below.

#1American Money Management, LLCActive
Notable overlap · 5 shared positions
$SNOW$TPL$GE$ASML$WFC
$632M
168 positions
#2Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$SNOW$GE$GEV$WFC
$227M
74 positions
#3Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$SNOW$LOW$ASML
$344M
84 positions
#4Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$LOW$ASML
$278M
160 positions
#5ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$SNOW$CBOE$LOW
$282M
95 positions
#6WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNOW$AXP$WFC
$156M
139 positions
#7BankPlus Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$GMM$LOW
$194M
117 positions
#8MBA Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$ASML$GE
$260M
146 positions
#9Sequent Asset Management, LLC
Some overlap · 3 shared positions
$SNOW$WFC$ROP
$225M
99 positions
#10NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$SNOW$GMM$AXP
$247M
71 positions
#11Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SNOW$AFL$ASML$LOW
$313M
119 positions
#12Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$WFC$LOW
$337M
50 positions
#13MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$LOW$AFL
$10.0B
1,896 positions
#14Courage Miller Partners, LLCActive
Some overlap · 3 shared positions
$SNOW$GE$GEV
$354M
92 positions
#15Francis Financial, Inc.Active
Some overlap · 4 shared positions
$SNOW$AXP$NUE$GE
$539M
115 positions
#16Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$SNOW$GMM$SHEL
$488M
799 positions
#17RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$SNOW$GEV$GE
$265M
62 positions
#18Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SNOW$WFC$AXP
$398M
88 positions
#19Family Investment Center, Inc.Active
Some overlap · 4 shared positions
$SNOW$GMM$ORLY$GE
$520M
91 positions
#20Marotta Asset ManagementActive
Some overlap · 3 shared positions
$SNOW$WFC$GEV
$543M
103 positions
#21Cohen Klingenstein LLCActive
Some overlap · 3 shared positions
$SNOW$AXP$SHEL
$3.1B
205 positions
#22Clarity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$SNOW$WFC$GE$LOW
$198M
290 positions
#23Longview Financial Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$WFC$TM
$184M
157 positions
#24Consilium Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$SNOW$GE$GEV$WFC
$293M
102 positions
#25Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$LOW$GE
$1.1B
121 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.