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Hedge Funds Similar to JOURNEY RETIREMENT PLANNING & INVESTMENT

13F Portfolio OverlapQ3 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 $140M across 170 U.S. equity positions as of Q3 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 Third View Private Wealth, LOOMIS SAYLES & L P, Gibbs Wealth, with shared positions in $BA, $MNST, $VRTX, $SHOP, $DIS, $APD. The full ranking of 25 similar funds is below.

#1Third View Private Wealth, LLCPassive
Notable overlap · 8 shared positions
$BA$MNST$VRTX$SHOP$DIS$APD
$814M
291 positions
#2LOOMIS SAYLES & CO L PActive
Some overlap · 7 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$79.8B
707 positions
#3Gibbs Wealth Management
Some overlap · 11 shared positions
$BA$VZ$SHOP$CRM$MCD$PM
$955M
512 positions
#4WealthBridge Investment Counsel Inc.Active
Some overlap · 7 shared positions
$BA$VZ$GILD$MDT$DIS$COP
$377M
44 positions
#5InvesTrustPassive
Some overlap · 8 shared positions
$VZ$PM$DIS$CVS$APD$BA
$247M
91 positions
#6ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$267M
123 positions
#7Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 8 shared positions
$PM$MNST$MDT$CVS$APD$SBUX
$6.3B
833 positions
#8Cravens & Co Advisors, LLCActive
Some overlap · 7 shared positions
$BA$VRTX$PM$DIS$CRM$SBUX
$147M
61 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$VZ$PM$MDT$CME$MCD$TXN
$233M
122 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$VZ$MDT$DIS$CVS$TXN
$160M
124 positions
#11MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 7 shared positions
$VZ$GILD$MDT$MCD$TXN$COP
$3.7B
159 positions
#12DCM Advisors, LLCActive
Some overlap · 7 shared positions
$PM$BA$DIS$CVS$MCD$VZ
$253M
38 positions
#13Hillman Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$VZ$DIS$CVS$CRM$MDT
$138M
54 positions
#14Phillips Wealth Planners LLCPassive
Some overlap · 7 shared positions
$PM$MDT$CME$MCD$TXN$APD
$136M
217 positions
#15F&V Capital Management, LLCPassive
Some overlap · 6 shared positions
$BA$VZ$MDT$CVS$CRM$GILD
$561M
60 positions
#16Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BA$VZ$DIS$MCD$CRM$SBUX
$233M
81 positions
#17Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$BA$VZ$MDT$DIS$CME$CRM
$653M
140 positions
#18Vista Private Wealth Partners. LLCActive
Some overlap · 6 shared positions
$BA$VZ$DIS$CVS$TXN$GILD
$301M
90 positions
#19STALEY CAPITAL ADVISERS INCActive
Some overlap · 6 shared positions
$BA$PM$DIS$APD$SPG$VZ
$2.6B
193 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$PM$MDT$CME$MCD$SBUX
$504M
136 positions
#21Portside Wealth Group, LLCPassive
Some overlap · 8 shared positions
$BA$VZ$PM$SHOP$MDLZ$SBUX
$901M
523 positions
#22Voya Financial Advisors, Inc.Smart money
Some overlap · 7 shared positions
$PM$MDT$APD$ENB$SBUX$DIS
$1.1B
208 positions
#23LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$MDT$GILD$CVS$MDLZ$CRM
$141M
91 positions
#24Coston, McIsaac & PartnersPassive
Some overlap · 6 shared positions
$VZ$PM$MDT$MCD$TXN$SBUX
$497M
948 positions
#25Ally Financial Inc.Active
Some overlap · 6 shared positions
$VZ$BA$DIS$APD$CRM$MCD
$775M
131 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.