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 Peak Planning Group,

13F Portfolio OverlapQ1 2026Peak Planning Group, portfolio →

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Most similar hedge funds by 13F overlap

Peak Planning Group, LLC is an institutional investor managing $361M across 120 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 Peak Planning Group, are AMJ Financial Wealth, Pine Harbor Wealth ,, Blue Water Asset, with shared positions in $OKE, $AMAT, $ETN, $MS, $AMN, $SHW. The full ranking of 25 similar funds is below.

#1AMJ Financial Wealth ManagementPassive

Notable overlap · 3 shared positions

$OKE $AMAT $ETN

$424M

86 positions

#2Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $MS $AMN

$334M

102 positions

#3Blue Water Asset ManagementActive

Notable overlap · 4 shared positions

$OKE $ETN $MS $SHW

$289M

103 positions

#4LeClair Wealth Partners LLCPassive

Notable overlap · 4 shared positions

$OKE $ETN $MS $SHW

$289M

103 positions

#5Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$OKE $PLTR $AMN

$145M

98 positions

#6M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$OKE $AMN $PLTR $AMD

$119M

55 positions

#7TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$OKE $AMAT $SCHW

$109M

54 positions

#8Clark Wealth PartnersActive

Notable overlap · 3 shared positions

$OKE $ETN $PLTR

$149M

604 positions

#9Good Steward Wealth Advisors,LLCPassive

Notable overlap · 3 shared positions

$OKE $MPC $ETN

$156M

68 positions

#10Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$OKE $MS $SHW

$162M

100 positions

#11Navigation Group, LLCActive

Notable overlap · 3 shared positions

$OKE $SHW $PLTR

$427M

113 positions

#12MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$OKE $AMAT $PLTR $AMD

$543M

235 positions

#13CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 6 shared positions

$AMAT $KLAC $SHW $ETN $MPC $AMD

$1.0B

93 positions

#14Camarda Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $AMAT $KLAC

$190M

104 positions

#15LEGACY FINANCIAL GROUP, INC.Active

Some overlap · 4 shared positions

$OKE $PLTR $AMN $SCHW

$378M

89 positions

#16NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 4 shared positions

$AMAT $KLAC $SHW $ETN

$1.5B

139 positions

#17BOS Asset Management, LLCPassive

Some overlap · 3 shared positions

$OKE $KLAC $SCHW

$392M

200 positions

#18Leelyn Smith, LLCPassive

Some overlap · 4 shared positions

$OKE $AMAT $KLAC $SCHW

$713M

154 positions

#19CORRECT CAPITAL WEALTH MANAGEMENTActive

Some overlap · 5 shared positions

$OKE $MS $AMN $ETN $SCHW

$536M

109 positions

#20PARNASSUS INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$AMAT $KLAC $SHW $AMD

$34.1B

135 positions

#21CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$AMAT $KLAC $ETN $SCHW $AMD

$180M

58 positions

#22ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$AMAT $KLAC $SHW $AMD

$331M

183 positions

#23Hudson Canyon Capital ManagementPassive

Some overlap · 5 shared positions

$AMAT $MS $ETN $MPC $SCHW

$163M

52 positions

#24Hedeker Wealth, LLCPassive

Some overlap · 3 shared positions

$OKE $MS $PLTR

$474M

87 positions

#25SHUTTLEWORTH & CoPassive

Some overlap · 4 shared positions

$AMAT $SHW $PLTR $ETN

$111M

52 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.