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Hedge Funds Similar to Prism Planning Partners

13F Portfolio OverlapQ2 2026Prism Planning Partners portfolio →
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Most similar hedge funds by 13F overlap

Prism Planning Partners LLC is an institutional investor managing $94M across 35 U.S. equity positions as of Q2 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 Center For Asset, STANCE, PFS Partners, with shared positions in $GLW, $T, $WDC. The full ranking of 6 similar funds is below.

#1Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$GLW$T$WDC
$225M
151 positions
#2STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$WDC$GLW$T
$328M
340 positions
#3PFS Partners, LLCPassive
Some overlap · 3 shared positions
$WDC$T$GLW
$247M
599 positions
#4ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$WDC$T$GLW
$914M
1,049 positions
#5Wahed Invest LLCActive
Slight overlap · 3 shared positions
$WDC$GLW$T
$958M
227 positions
#6HRT FINANCIAL LPPassive
Slight overlap · 3 shared positions
$WDC$T$GLW
$39.9B
4,113 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.