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Hedge Funds Similar to Estate Planners Group,

13F Portfolio OverlapQ1 2026Estate Planners Group, portfolio →
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Most similar hedge funds by 13F overlap

Estate Planners Group, LLC is an institutional investor managing $208M across 73 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 Estate Planners Group, are Smith Asset ,, Noble Wealth PBC, Madrona Financial Services,, with shared positions in $ARCC, $PDI, $GOF, $MUA, $GRWG, $QUBT. The full ranking of 25 similar funds is below.

#1Smith Asset Management Co., LLCPassive
Notable overlap · 3 shared positions
$ARCC$PDI$GOF
$117M
71 positions
#2Noble Wealth Management PBCPassive
Notable overlap · 3 shared positions
$PDI$MUA$GRWG
$223M
778 positions
#3Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$QUBT$GSAT$SHW
$457M
123 positions
#4Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$IBIT$GSAT$SHW
$73M
354 positions
#5Corecam Pte. Ltd.Active
Some overlap · 6 shared positions
$IBIT$GSAT$BABA$ETHA$GLDM$QUBT
$231M
65 positions
#6Corecam AGActive
Some overlap · 4 shared positions
$IBIT$GSAT$ETHA$BMY
$117M
59 positions
#7Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$QUBT$SHW$GLDM
$469M
151 positions
#8Black Swift Group, LLCActive
Some overlap · 4 shared positions
$GSAT$SHW$ARCC$UBER
$571M
117 positions
#9Pine Ridge Advisers LLCSmart money
Some overlap · 3 shared positions
$IBIT$SHW$FBTC
$1.6B
41 positions
#10LFG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IBIT$ARCC$GSAT
$166M
89 positions
#11Concentrum Wealth ManagementActive
Some overlap · 4 shared positions
$SHW$IBIT$GSAT$GRWG
$339M
111 positions
#12Copia Wealth ManagementPassive
Some overlap · 6 shared positions
$SHW$IBIT$QUBT$ARKO$DOV$GLDM
$146M
532 positions
#13BFI Infinity Ltd.Active
Some overlap · 3 shared positions
$QUBT$GSAT$DOV
$178M
61 positions
#14MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$SHW$FBTC
$227M
166 positions
#15Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$GSAT$QUBT$SHW
$857M
211 positions
#16Consolidated Portfolio Review CorpSmart money
Some overlap · 3 shared positions
$IBIT$SHW$FBTC
$1.1B
34 positions
#17Vienna Asset Management LLCPassive
Some overlap · 5 shared positions
$IBIT$ARKO$ETHA$UBER$GRWG
$129M
60 positions
#18Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$SHW$QUBT$GSAT
$201M
426 positions
#19Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$QUBT$GSAT$GLDM
$154M
545 positions
#20Navis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$GSAT$PDI$PDO$ARKO
$196M
175 positions
#21Bayshore Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$GSAT$FBTC
$237M
41 positions
#22VVR Holdings LLCActive
Some overlap · 3 shared positions
$QUBT$DOV$SHW
$194M
39 positions
#23Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IBIT$BABA$FBTC$GLDM
$169M
68 positions
#24Oxler Private Wealth LLCActive
Some overlap · 4 shared positions
$IBIT$ETHA$GRWG$BMY
$319M
92 positions
#25IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$BMY
$446M
95 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.