How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PLANNING ALTERNATIVES LTD /ADV

13F Portfolio OverlapQ1 2026PLANNING ALTERNATIVES LTD /ADV portfolio →

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Most similar hedge funds by 13F overlap

PLANNING ALTERNATIVES LTD /ADV is an institutional investor managing $775M across 111 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 PLANNING ALTERNATIVES LTD /ADV are Cambridge Financial Group,, MOTIVE WEALTH ADVISORS, Wealth Architects,, with shared positions in $HUM, $EPAM, $IBIT, $NOW, $LRCX, $IBM. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$HUM $EPAM $IBIT $NOW

$295M

168 positions

#2MOTIVE WEALTH ADVISORSActive

Slight overlap · 5 shared positions

$HUM $EPAM $LRCX $NOW $IBM

$213M

92 positions

#3Wealth Architects, LLCPassive

Slight overlap · 4 shared positions

$HUM $EPAM $NOW $LRCX

$1.1B

244 positions

#4Capital Squared Financial LLCPassive

Slight overlap · 4 shared positions

$HUM $EPAM $PM $MDLZ

$131M

85 positions

#5W ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$HUM $EPAM $PM $MDLZ

$195M

141 positions

#6Roof Eidam Maycock Peralta, LLCActive

Slight overlap · 4 shared positions

$HUM $DTB $NOW $MDLZ

$436M

125 positions

#7Garde Capital, Inc.Active

Slight overlap · 4 shared positions

$HUM $IBIT $NOW $EPAM

$1.7B

198 positions

#8Gilliland Jeter Wealth Management LLCPassive

Slight overlap · 4 shared positions

$HUM $DTB $LRCX $MDLZ

$338M

184 positions

#9Baring Financial LLCPassive

Slight overlap · 3 shared positions

$HUM $EPAM $IBIT

$163M

72 positions

#10Fonville Wealth Management LLCPassive

Slight overlap · 3 shared positions

$HUM $EPAM $IBIT

$525M

138 positions

#11Bravera WealthPassive

Slight overlap · 3 shared positions

$HUM $EPAM $PM

$222M

410 positions

#12Cranbrook Wealth Management, LLCActive

Slight overlap · 5 shared positions

$HUM $DTB $IBIT $NOW $IBM

$492M

385 positions

#13JFS WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$HUM $EPAM $IBM $MDLZ

$1.8B

1,889 positions

#14Decker Retirement Planning Inc.Passive

Slight overlap · 4 shared positions

$HUM $NOW $LRCX $IBM

$221M

284 positions

#15Strategic Advisors LLCPassive

Slight overlap · 3 shared positions

$HUM $DTB $NOW

$602M

183 positions

#16Stokes Family Office, LLCPassive

Slight overlap · 4 shared positions

$HUM $PM $LRCX $MDLZ

$969M

276 positions

#17Ballentine Partners, LLCActive

Slight overlap · 3 shared positions

$HUM $EPAM $LRCX

$7.2B

1,014 positions

#18Wealth Analytics Partners, LLCActive

Slight overlap · 3 shared positions

$HUM $IBIT $NOW

$246M

46 positions

#19Family Management CorpPassive

Slight overlap · 3 shared positions

$HUM $IBIT $NOW

$834M

305 positions

#20Provenance Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$HUM $EPAM $IBM

$945M

412 positions

#21SONATA CAPITAL GROUP INCPassive

Slight overlap · 3 shared positions

$HUM $EPAM $IBM

$271M

123 positions

#22KilterHowling LLCSmart money

Slight overlap · 3 shared positions

$HUM $EPAM $IBM

$198M

49 positions

#23Post Resch Tallon Group Inc.Passive

Slight overlap · 3 shared positions

$HUM $EPAM $IBM

$124M

120 positions

#24MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 5 shared positions

$EPAM $IBIT $PM $IBM $LIN

$207M

141 positions

#25WEST PACES ADVISORS INC.Active

Slight overlap · 3 shared positions

$HUM $EPAM $MDLZ

$516M

197 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.