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Hedge Funds Similar to JOURNEY RETIREMENT PLANNING & INVESTMENT

13F Portfolio OverlapQ1 2026JOURNEY RETIREMENT PLANNING & INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC is an institutional investor managing $114M across 133 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 JOURNEY RETIREMENT PLANNING & INVESTMENT are LOOMIS SAYLES & L P, Third View Private Wealth,, MORGAN DEMPSEY, with shared positions in $BA, $SHOP, $MNST, $VRTX, $DIS, $CRM. The full ranking of 25 similar funds is below.

#1LOOMIS SAYLES & CO L PActive
Notable overlap · 9 shared positions
$BA$SHOP$MNST$VRTX$DIS$CRM
$74.3B
718 positions
#2Third View Private Wealth, LLCPassive
Notable overlap · 9 shared positions
$BA$SHOP$MNST$VRTX$DIS$ADSK
$730M
267 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$VZ$CME$MCD$MDT$PM$SBUX
$220M
148 positions
#4CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$VZ$DIS$PM$CRM$ADSK$COP
$140M
72 positions
#5Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$VZ$DIS$MDT$REGN$SBUX
$151M
135 positions
#6Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$BA$DIS$MCD$CRM$SBUX
$210M
79 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$CME$MCD$MDT$PM$SBUX
$480M
133 positions
#8LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$MDT$MCD$CRM$ADSK$COP
$135M
83 positions
#9STALEY CAPITAL ADVISERS INCActive
Some overlap · 6 shared positions
$BA$DIS$PM$COP$APD$VZ
$2.4B
184 positions
#10DCM Advisors, LLCActive
Some overlap · 6 shared positions
$BA$VZ$DIS$MCD$PM$COP
$220M
38 positions
#11JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VZ$DIS$SHOP$GILD$OXY$COP
$319M
235 positions
#12Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$GILD$MCD$MDT$DIS$BA$COP
$1.4B
211 positions
#13Tevis Investment ManagementPassive
Some overlap · 6 shared positions
$VZ$DIS$LEN$MDT$PM$SBUX
$176M
99 positions
#14InvesTrustPassive
Some overlap · 6 shared positions
$VZ$DIS$MCD$PM$APD$SBUX
$238M
91 positions
#15LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$BA$VZ$DIS$COP$SBUX
$287M
175 positions
#16First County Bank /CT/Passive
Some overlap · 6 shared positions
$GILD$PM$CRM$MCD$VZ$COP
$213M
169 positions
#17Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$DIS$PM$ADSK$CRM$APD$COP
$127M
190 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$VZ$GILD$CME$MDT$COP
$3.7B
138 positions
#19Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BA$DIS$MCD$OXY$SBUX
$308M
68 positions
#20Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$GILD$MCD$MDT$PM
$240M
278 positions
#21Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$VZ$GILD$MDT
$216M
112 positions
#22Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$VZ$DIS$CRM
$144M
56 positions
#23Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BA$DIS$MDT$REGN$MCD
$1.2B
263 positions
#24CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$VZ$CME$MCD$MDT$DIS
$1.4B
80 positions
#25SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$VZ$CME$MDT$COP$APD
$728M
79 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.