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Hedge Funds Similar to PLANNING ALTERNATIVES LTD

13F Portfolio OverlapQ2 2026PLANNING ALTERNATIVES LTD portfolio →
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Most similar hedge funds by 13F overlap

PLANNING ALTERNATIVES LTD /ADV is an institutional investor managing $933M across 129 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 ALTERNATIVES LTD are Carlson, MORGAN DEMPSEY, PICTET BANK & Ltd, with shared positions in $WFC, $PM, $MDLZ, $TXN, $LIN, $IBIT. The full ranking of 25 similar funds is below.

#1Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$WFC$PM$MDLZ
$494M
74 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WFC$PM$TXN
$233M
122 positions
#3PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$WFC$PM$TXN$LIN
$93M
38 positions
#4Phraction Management LLCActive
Some overlap · 5 shared positions
$WFC$PM$IBIT$TXN$LIN
$596M
66 positions
#5TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$PM$TXN
$143M
104 positions
#6ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 3 shared positions
$WFC$MDLZ$TXN
$460M
220 positions
#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$WFC$PM$MDLZ$TXN
$1.5B
184 positions
#8SP Asset Management LLCActive
Some overlap · 3 shared positions
$WFC$PM$MDLZ
$1.2B
137 positions
#9BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$WFC$PM$MDLZ
$621M
33 positions
#10C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WFC$PM$DTB$LIN
$128M
95 positions
#11Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$WFC$PM$IBIT$TXN
$258M
228 positions
#12Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$WFC$PM$IBIT$TXN
$259M
233 positions
#13HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$WFC$PM$TXN
$323M
168 positions
#14Griffith & Werner, Inc.Passive
Slight overlap · 3 shared positions
$WFC$PM$TXN
$213M
71 positions
#15Tufton Capital ManagementPassive
Slight overlap · 3 shared positions
$WFC$PM$MDLZ
$596M
127 positions
#16Canoe Financial LPActive
Slight overlap · 3 shared positions
$WFC$PM$TXN
$8.1B
110 positions
#17Deane Retirement Strategies, Inc.Passive
Slight overlap · 4 shared positions
$WFC$MDLZ$TXN$LIN
$236M
52 positions
#18PCB Capital LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$MDLZ
$82M
114 positions
#19Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$F
$334M
127 positions
#20MATRIX PRIVATE CAPITAL GROUP LLCActive
Slight overlap · 4 shared positions
$WFC$PM$IBIT$LIN
$230M
143 positions
#21TENET WEALTH PARTNERS, LLCActive
Slight overlap · 3 shared positions
$WFC$PM$IBIT
$134M
101 positions
#22AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$WFC$MDLZ$TXN
$366M
517 positions
#23STABLEFORD CAPITAL II LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$LIN
$289M
147 positions
#24Legacy Private Trust Co.Active
Slight overlap · 3 shared positions
$WFC$TXN$LIN
$1.8B
266 positions
#25Aspire Private Capital, LLCPassive
Slight overlap · 3 shared positions
$WFC$PM$LIN
$484M
175 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.