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 DIRECTIONS

13F Portfolio OverlapQ1 2026PLANNING DIRECTIONS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PLANNING DIRECTIONS INC is an institutional investor managing $198M across 106 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 DIRECTIONS are McCarthy Asset ,, CONQUIS FINANCIAL, Safir Wealth Advisors,, with shared positions in $HUM, $SNOW, $COP, $BRZE, $AMAT, $DDOG. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 5 shared positions

$HUM $SNOW $COP $BRZE $AMAT

$192M

27 positions

#2CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $BRZE

$121M

54 positions

#3Safir Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MCD

$138M

19 positions

#4Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$729M

132 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$227M

74 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $SNOW $USB $CEG $UNIT $DDOG

$745M

219 positions

#7Windward Private Wealth Management Inc.Smart money

Notable overlap · 6 shared positions

$SNOW $HUM $COP $UNIT $DOV $DDOG

$289M

44 positions

#8Diversified Enterprises, LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$1.8B

413 positions

#9NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $DOV $COP $DRI $MCD

$247M

71 positions

#10Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $COP $DOV $UNIT $USB $BRZE

$98M

68 positions

#11360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $SAN

$332M

80 positions

#12Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$HUM $SNOW $COP $DE

$2.6B

365 positions

#13Ariston Services GroupActive

Notable overlap · 5 shared positions

$HUM $SNOW $DDOG $COP $DE

$167M

71 positions

#14Zhang Financial LLCActive

Notable overlap · 6 shared positions

$SNOW $DOV $COP $UNIT $BRZE $NTRB

$2.9B

367 positions

#15Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$117M

298 positions

#16Cornerstone Financial Management LLCPassive

Notable overlap · 9 shared positions

$HUM $COP $SNOW $USB $DOV $DDOG

$109M

1,311 positions

#17WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$HUM $COP $SNOW $USB $DDOG $BRZE

$350M

95 positions

#18STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $COP $DOV $UNIT

$547M

180 positions

#19New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $DOV $COP $BRZE $SAN

$866M

194 positions

#20Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $UNIT $MCD

$484M

76 positions

#21FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $BRZE

$264M

25 positions

#22Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $COP $DOV $NTRB

$67M

42 positions

#23Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $COP $UNIT $DDOG $USB

$480M

160 positions

#24Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$SNOW $HUM $BRZE $UNIT $COP

$520M

91 positions

#25CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $COP $UNIT $CEG $HUM $DDOG

$156M

80 positions

Compare PLANNING DIRECTIONS’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 PLANNING DIRECTIONS’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.