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Hedge Funds Similar to Lynch Investment Planning,

13F Portfolio OverlapQ1 2026Lynch Investment Planning, portfolio →
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Most similar hedge funds by 13F overlap

Lynch Investment Planning, LLC is an institutional investor managing $130M across 56 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 Lynch Investment Planning, are Financial Concepts Unlimited,, Madson Wealth Advisors, JGP Wealth ,, with shared positions in $DIA, $MS, $MDLZ, $EMR, $HON, $WFC. The full ranking of 25 similar funds is below.

#1Financial Concepts Unlimited, Inc.Active
Notable overlap · 3 shared positions
$DIA$MS$MDLZ
$112M
44 positions
#2Madson Wealth Advisors IncPassive
Some overlap · 5 shared positions
$MS$MDLZ$EMR$HON$WFC
$120M
84 positions
#3JGP Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$ADP$APD$LOW$ITW
$961M
223 positions
#4Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$MS$KMI
$99M
95 positions
#5Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$ADP$MDLZ$WFC
$124M
101 positions
#6Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DIA$DE$LOW
$148M
68 positions
#7truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$MS$DIA$DE
$97M
49 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$GD$LOW
$1.2B
262 positions
#9Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$DE$KMI$IBM
$383M
290 positions
#10ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$WFC$GD$ELV
$1.4B
261 positions
#11Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$MS$ADP$LOW
$554M
140 positions
#12Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$MDLZ$HON
$331M
134 positions
#13Mine & Arao Wealth Creation & Management, LLC.Active
Some overlap · 3 shared positions
$DIA$WFC$IBM
$238M
75 positions
#14Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$DIA$MS$IBM
$471M
140 positions
#15American TrustActive
Some overlap · 3 shared positions
$MS$DE$HON
$1.1B
313 positions
#16Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$MS$LOW$IBM
$151M
97 positions
#17SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$MS$WFC$HON
$482M
173 positions
#18SWEENEY & MICHEL, LLCActive
Some overlap · 3 shared positions
$MS$WFC$KMI
$340M
145 positions
#19Ledyard National BankPassive
Some overlap · 3 shared positions
$MS$HON$LOW
$1.2B
236 positions
#20RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MS$WFC$IBM
$181M
96 positions
#21Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$DIA$APD$LOW
$195M
138 positions
#22Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$MDLZ$DE
$627M
220 positions
#23KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MS$ITW$GD
$147M
89 positions
#24PFS Partners, LLCActive
Some overlap · 3 shared positions
$MS$HON$IBM
$218M
590 positions
#25Focused Investors LLCActive
Some overlap · 3 shared positions
$MS$LOW$ELV
$3.1B
22 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.