13F Pro

Hedge Funds Similar to Plan A Wealth

13F Portfolio OverlapQ3 2026Plan A Wealth portfolio →
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Most similar hedge funds by 13F overlap

Plan A Wealth LLC is an institutional investor managing $280M across 203 U.S. equity positions as of Q3 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 Investment Research Partners, Annex Advisory Services, Stonebridge Financial Group, with shared positions in $VRT, $ASML, $AXP, $TTE, $AME, $LOW. The full ranking of 25 similar funds is below.

#1Investment Research Partners LLCPassive
Some overlap · 8 shared positions
$VRT$ASML$AXP$TTE$AME$LOW
$295M
280 positions
#2Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$TPL$ORLY$ASML$VRT$NEE
$6.1B
377 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$VRT$AXP$RF$AFL$LOW$NEE
$1.4B
275 positions
#4SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$TPL$ORLY$LOW$ROP
$2.9B
142 positions
#5FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$AXP$LOW$NEE
$1.7B
208 positions
#6Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$AXP$LOW$NEE
$321M
508 positions
#7FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$TPL$ASML$LOW$ORLY$AXP
$39.2B
742 positions
#8NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$VRT$IQV$SHEL$NEE
$1.5B
191 positions
#9Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$NUE$AXP$AFL$LOW$NEE
$113M
87 positions
#10ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AME$ASML$AXP$AFL
$2.0B
91 positions
#11Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$BHP$AXP$LOW$SHEL$NEE
$473M
58 positions
#12Martin Investment Management, LLCActive
Some overlap · 5 shared positions
$AME$AXP$CBOE$ROP$ASML
$300M
47 positions
#13PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TPL$NUE$BHP
$3.2B
77 positions
#14Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$NUE$AFL$LOW$ROP$NEE
$615M
145 positions
#15DILLON & ASSOCIATES INCActive
Some overlap · 5 shared positions
$ORLY$AXP$LOW$NEE$ASML
$849M
79 positions
#16Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ORLY$ASML$AXP$AFL
$4.3B
344 positions
#17MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$TPL$ASML$IQV
$446M
84 positions
#18NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$TPL$ASML$ROP
$595M
264 positions
#19Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$NUE$BHP$AXP
$437M
242 positions
#20ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 4 shared positions
$ORLY$ASML$AXP$TPL
$584M
366 positions
#21Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$AME$ASML$LOW$NEE
$2.3B
275 positions
#22AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ASML$TTE$BHP$SHEL
$464M
128 positions
#23PECAUT & CO.Active
Some overlap · 3 shared positions
$TPL$AXP$LOW
$328M
65 positions
#24Hollow Brook Wealth Management LLCActive
Some overlap · 4 shared positions
$ASML$TTE$VRT$AFL
$504M
78 positions
#25Vantage Investment Partners, LLC
Some overlap · 4 shared positions
$ORLY$ASML$LOW$NEE
$1.6B
67 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.