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Hedge Funds Similar to PlanVest Financial

13F Portfolio OverlapQ2 2026PlanVest Financial portfolio →
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Most similar hedge funds by 13F overlap

PlanVest Financial, Inc is an institutional investor managing $150M across 597 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 PlanVest Financial are High Point Wealth, Finward Bancorp, TrueMark Investments, with shared positions in $WELL, $PM, $AEP, $UBSI, $MO, $IAU. The full ranking of 25 similar funds is below.

#1High Point Wealth Management, LLCPassive
Some overlap · 7 shared positions
$WELL$PM$AEP$UBSI$MO$IAU
$122M
250 positions
#2Finward BancorpPassive
Some overlap · 7 shared positions
$WELL$AEP$ENB$PM$ABT$DUK
$132M
107 positions
#3TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$PM$AEP$MO$ENB$ABT$VZ
$798M
187 positions
#4OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$PM$AEP$MO$ENB$ABT$VZ
$560M
136 positions
#5GQG Partners LLCActive
Some overlap · 6 shared positions
$PM$AEP$MO$ENB$DUK$VZ
$53.8B
102 positions
#6Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$PM$AEP$MO$IAU$DUK$VZ
$486M
249 positions
#7ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$WELL$AEP$ENB$DUK$VZ
$604M
159 positions
#8Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$KMX$AEP$VZ
$767M
72 positions
#9Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$PM$AEP$MO$DUK$VZ
$501M
106 positions
#10Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$PM$AEP$MO$DUK$VZ
$112M
63 positions
#11MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$PM$AEP$MO$DUK$VZ
$628M
202 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$PM$AEP$ENB$DUK$VZ
$397M
167 positions
#13First Bank & TrustPassive
Some overlap · 5 shared positions
$PM$AEP$ENB$DUK$VZ
$680M
270 positions
#14Raleigh Capital Management Inc.Passive
Some overlap · 5 shared positions
$PM$MO$ENB$DUK$VZ
$313M
610 positions
#15SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PM$ENB$IAU$ABT$VZ
$296M
134 positions
#16MBA Advisors LLCPassive
Some overlap · 5 shared positions
$PM$MO$IAU$DUK$VZ
$297M
166 positions
#17Northstar Financial Companies, Inc.Passive
Some overlap · 5 shared positions
$AEP$MO$IAU$DUK$VZ
$148M
117 positions
#18Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$PM$MO$ENB$DUK$VZ
$258M
628 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$PM$MO$IAU$DUK$LOW
$1.2B
127 positions
#20Shah Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$PM$MO$IAU$VZ$AEP
$433M
79 positions
#21DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$WELL$PM$MO$VZ
$242M
170 positions
#22RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$PM$MO$DUK$VZ$ADM
$136M
86 positions
#23Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$PM$MO$IAU$LOW$WELL
$251M
74 positions
#24Main Street Group, LTDActive
Some overlap · 5 shared positions
$PM$UBSI$MO$IAU$VZ
$429M
863 positions
#25Capital Squared Financial LLCActive
Some overlap · 4 shared positions
$PM$AEP$MO$IAU
$153M
87 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.