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Hedge Funds Similar to Planning Strategies

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

Planning Strategies Inc. is an institutional investor managing $160M across 1,068 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 Planning Strategies are ADE, Consolidated Planning, ECLECTIC ASSOCIATES, with shared positions in $BAH, $PM, $HSY, $VZ, $WFC, $DIS. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$PM$HSY
$237M
93 positions
#2Consolidated Planning CorpActive
Notable overlap · 3 shared positions
$BAH$PM$VZ
$742M
159 positions
#3ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$BAH$WFC$DIS
$878M
162 positions
#4Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BAH$PM$MCD
$994M
224 positions
#5D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$DELL
$864M
322 positions
#6Sprinkle Financial Consultants LLCActive
Notable overlap · 3 shared positions
$BAH$WFC$VZ
$255M
104 positions
#7HFG Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BAH$EPD$WFC
$160M
117 positions
#8PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$ALL$MCD
$421M
67 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$EPD$WFC$DIS$WES$VZ
$489M
244 positions
#10Wingate Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$BAH$PM$DELL$VZ
$227M
127 positions
#11Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$IBIT$DELL
$829M
163 positions
#12CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$EPD$WES$PM
$2.8B
97 positions
#13SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 4 shared positions
$BAH$ALL$IBIT$MCK
$209M
61 positions
#14Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$WFC$VZ
$218M
204 positions
#15NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$MCD$VZ
$324M
194 positions
#16MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$BAH$PM$MCK$WFC
$350M
708 positions
#17SL ADVISORS, LLCActive
Some overlap · 4 shared positions
$EPD$HSY$WES$MCD
$57M
32 positions
#18INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$EPD$PM$MCK
$487M
31 positions
#19R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$EPD$PM$WFC$MCD$VZ
$133M
47 positions
#20V2 Financial group LLCSmart money
Some overlap · 3 shared positions
$BAH$DIS$VZ
$268M
123 positions
#21WP Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$DELL$PM$WFC
$413M
119 positions
#22BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$EPD$IBIT$WES
$166M
53 positions
#23EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$PM$WES
$3.0B
277 positions
#24CMC Financial GroupActive
Some overlap · 3 shared positions
$BAH$DELL$YMM
$52M
45 positions
#25C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$EPD$PM$WFC$VZ
$128M
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.