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Hedge Funds Similar to Prism Planning Partners

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

Prism Planning Partners LLC is an institutional investor managing $85M across 42 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 Prism Planning Partners are Disciplined Equity ,, POINCIANA ADVISORS GROUP,, DOPKINS WEALTH ,, with shared positions in $NKE, $T, $VZ, $GE, $GLW, $DIS. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$T$VZ
$199M
44 positions
#2POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$NKE$T$GE
$127M
130 positions
#3DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$GLW$GE
$249M
92 positions
#4DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$NKE$T$VZ
$928M
1,345 positions
#5Kondo Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$NKE$DIS$VZ
$266M
69 positions
#6PINNEY & SCOFIELD, INC.Active
Some overlap · 3 shared positions
$NKE$GE$T
$185M
243 positions
#7DIXON FNANCIAL SERVICES, INC.Smart money
Some overlap · 3 shared positions
$NKE$DIS$GE
$223M
44 positions
#8Clarity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$NKE$GE$DIS
$198M
290 positions
#9Schubert & CoActive
Some overlap · 3 shared positions
$NKE$T$GE
$123M
69 positions
#10Hudock, Inc.Active
Some overlap · 3 shared positions
$NKE$VZ$GLW
$680M
200 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NKE$T$VZ
$728M
79 positions
#12Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$NKE$VZ$DIS
$144M
56 positions
#13Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$NKE$VZ$DIS$GLW
$1.0B
118 positions
#14Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$T$NKE$VZ$DIS$GE
$182M
159 positions
#15Capitol Family Office, Inc.Smart money
Some overlap · 3 shared positions
$NKE$DIS$T
$85M
48 positions
#16Herold Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NKE$T$VZ
$455M
263 positions
#17Strategic Planning, Inc.Active
Slight overlap · 3 shared positions
$NKE$VZ$GE
$199M
54 positions
#18CORRADO ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$T$VZ$DIS$GLW
$192M
115 positions
#19Newport Trust Company, LLCSmart money
Slight overlap · 4 shared positions
$T$NKE$DIS$GE
$40.7B
64 positions
#20Nan Shan Life Insurance Co., Ltd.Active
Slight overlap · 3 shared positions
$NKE$VZ$DIS
$2.8B
87 positions
#21PIONEER TRUST BANK N A/ORPassive
Slight overlap · 3 shared positions
$T$NKE$DIS
$412M
83 positions
#22Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$T$VZ$GLW$GE
$685M
380 positions
#23Sicart Associates LLCActive
Slight overlap · 4 shared positions
$T$NKE$DIS$GLW
$389M
74 positions
#24DIAMANT ASSET MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$NKE$VZ$GE
$137M
76 positions
#25BONNESS ENTERPRISES INCActive
Slight overlap · 4 shared positions
$T$VZ$GLW$GE
$273M
39 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.