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Hedge Funds Similar to Pearl Planning

13F Portfolio OverlapQ1 2026Pearl Planning portfolio →
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Most similar hedge funds by 13F overlap

Pearl Planning LLC is an institutional investor managing $187M across 52 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 Pearl Planning are Echo Wealth ,, Heritage Financial Services,, Moisand Fitzgerald Tamayo,, with shared positions in $SNOW, $AMN, $MS, $IBM, $UNIT, $RSG. The full ranking of 25 similar funds is below.

#1Echo Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$SNOW$AMN$MS
$174M
47 positions
#2Heritage Financial Services, LLC
Substantial overlap · 3 shared positions
$SNOW$AMN$IBM
$1.2B
126 positions
#3Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$SNOW$AMN$UNIT
$931M
518 positions
#4Family Investment Center, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$AMN$UNIT
$520M
91 positions
#5Planned Solutions, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$AMN$IBM
$306M
139 positions
#6Passive Capital Management, LLC.Active
Substantial overlap · 3 shared positions
$SNOW$AMN$UNIT
$335M
104 positions
#7ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 3 shared positions
$SNOW$IBM$RSG
$282M
95 positions
#8Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNOW$IBM$UNIT
$325M
57 positions
#9True Link Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$IBM$MS
$1.6B
418 positions
#10Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$SNOW$MS$UNIT
$313M
119 positions
#11Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$IBM
$492M
385 positions
#12BWM Planning, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$UNIT
$379M
87 positions
#13TruNorth Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$IBM
$522M
114 positions
#14Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$AMN$SNOW$MS
$126M
74 positions
#15Wright Wealth LLCActive
Notable overlap · 3 shared positions
$MS$AMN$IBM
$149M
51 positions
#16Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$AMN$SNOW$UNIT
$525M
138 positions
#17rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$AMN$UNIT
$231M
65 positions
#18Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$AMN$SNOW$IBM$UNIT
$228M
72 positions
#19Provident Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MS$AMN$SNOW$UNIT
$331M
134 positions
#20ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$IBM
$353M
75 positions
#21Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SNOW$UNIT
$337M
41 positions
#22Madrid Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MS$SNOW$AMN$IBM
$133M
70 positions
#23Retirement Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$UNIT$IBM
$1.2B
67 positions
#24Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$SNOW$IBM
$233M
676 positions
#25Red Tortoise LLCPassive
Notable overlap · 3 shared positions
$SNOW$MS$UNIT
$240M
591 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.