13F Pro

Hedge Funds Similar to ASSET PLANNING SERVICES /LA

13F Portfolio OverlapQ3 2026ASSET PLANNING SERVICES /LA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ASSET PLANNING SERVICES INC /LA/ /ADV is an institutional investor managing $245M across 36 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 ASSET PLANNING SERVICES /LA are First Fiduciary Investment Counsel, O'Domhnaill Enterprises, FAYEZ SAROFIM, with shared positions in $BLK, $TXN, $PM, $LMT, $SPCX, $NOC. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$BLK$TXN$PM$LMT
$529M
75 positions
#2O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$PM$LMT$SPCX$NOC
$125M
61 positions
#3FAYEZ SAROFIM & COActive
Notable overlap · 4 shared positions
$PM$TXN$BLK$EPD
$42.5B
300 positions
#4Canal Insurance COActive
Notable overlap · 4 shared positions
$LMT$NOC$LHX$EPD
$426M
73 positions
#5Alley Investment Management Company, LLCActive
Notable overlap · 3 shared positions
$PM$BLK$LMT
$856M
89 positions
#6Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$PM$EPD
$4.0B
28 positions
#7Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$PM$NOC$LMT
$296M
60 positions
#8Focused Investors LLCActive
Some overlap · 3 shared positions
$LHX$LMT$NOC
$3.0B
23 positions
#9Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$PM$LMT
$263M
373 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LMT$PM$TXN
$233M
122 positions
#11Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PM$WELL$BLK$LIN
$253M
63 positions
#12Themes Management Co LLCPassive
Some overlap · 3 shared positions
$LMT$NOC$LHX
$151M
120 positions
#13PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$TXN$PM$LIN
$85M
34 positions
#14Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$LHX$LMT$NOC$TXN
$299M
69 positions
#15Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$BLK$LMT$TXN$LIN
$289M
80 positions
#16LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$TXN$BLK$PM
$17.5B
169 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$LMT$NOC$LIN
$455M
118 positions
#18SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$TXN$LHX$LMT
$2.9B
142 positions
#19Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$NOC$LMT$WELL
$142M
106 positions
#20DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$TXN$EPD$LHX
$517M
137 positions
#21WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$BLK$LMT$WELL$LIN
$1.3B
73 positions
#22Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$BLK$TXN$LIN
$339M
49 positions
#23Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$EPD$SPCX$NOC$LMT$BLK
$1.2B
78 positions
#24Kesler, Norman & Wride, LLCPassive
Some overlap · 4 shared positions
$TXN$LHX$BLK$LMT
$631M
271 positions
#25Curated Wealth Partners LLCActive
Some overlap · 3 shared positions
$BLK$NOC$PM
$1.2B
567 positions

Compare ASSET PLANNING SERVICES /LA’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ASSET PLANNING SERVICES /LA’s holdings

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.