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 PDS Planning,

13F Portfolio OverlapQ1 2026PDS Planning, portfolio →

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Most similar hedge funds by 13F overlap

PDS Planning, Inc is an institutional investor managing $1.5B across 561 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 PDS Planning, are Ballast Financial Advisors, Wheelhouse Advisory Group, Wealth Architects,, with shared positions in $AMN, $HUM, $UNIT, $DOV, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $UNIT $DOV $COP

$98M

68 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$AMN $HUM $DDOG

$302M

51 positions

#3Wealth Architects, LLCPassive

Notable overlap · 4 shared positions

$HUM $AMN $UNIT $DOV

$1.1B

244 positions

#4Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$AMN $HUM $UNIT $COP $MKL

$520M

91 positions

#5FIDELITY D & D BANCORP INCActive

Notable overlap · 3 shared positions

$HUM $AMN $UNIT

$249M

107 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $AMN $DDOG $SCHW $UNIT

$745M

219 positions

#7COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $HUM $MKL

$489M

161 positions

#8Firestone Capital ManagementPassive

Notable overlap · 7 shared positions

$HUM $UNIT $DDOG $MKL $SCHW $KO

$480M

160 positions

#9FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $AMN $UNIT $SCHW

$176M

104 positions

#10Plum Street Advisors, LLCActive

Notable overlap · 7 shared positions

$AMN $UNIT $DDOG $MKL $COP $TMO

$289M

98 positions

#11Integrity Wealth Solutions LLCPassive

Notable overlap · 5 shared positions

$AMN $UNIT $DDOG $SCHW $DOV

$255M

130 positions

#12ASPIRIANT, LLCActive

Notable overlap · 6 shared positions

$HUM $UNIT $DDOG $MKL $SCHW $CINF

$3.5B

338 positions

#13IF Advisors, LLCPassive

Notable overlap · 4 shared positions

$AMN $UNIT $DDOG $SCHW

$141M

53 positions

#14Prosperity Planning, Inc.Active

Notable overlap · 6 shared positions

$AMN $UNIT $DDOG $COP $DOV $SCHW

$395M

110 positions

#15FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $MKL $SCHW $COP

$293M

105 positions

#16ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$AMN $HUM $DDOG $UNIT

$156M

77 positions

#17Creekside PartnersPassive

Notable overlap · 6 shared positions

$HUM $UNIT $DOV $MKL $SCHW $COP

$243M

183 positions

#18Burk Holdings LLCPassive

Some overlap · 4 shared positions

$AMN $HUM $SCHW $DDOG

$233M

676 positions

#19Stephens Consulting, LLC

Some overlap · 3 shared positions

$AMN $HUM $COP

$309M

476 positions

#20Asset Management Group, Inc.Passive

Some overlap · 7 shared positions

$HUM $UNIT $DDOG $DOV $SCHW $ABT

$619M

138 positions

#21LAM GROUP, INC.Passive

Some overlap · 4 shared positions

$AMN $UNIT $MKL $SCHW

$182M

136 positions

#22Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$AMN $HUM $DOV $KO $TMO

$120M

79 positions

#23Bravera WealthPassive

Some overlap · 4 shared positions

$AMN $HUM $DDOG $COP

$222M

410 positions

#24Stokes Family Office, LLCPassive

Some overlap · 5 shared positions

$HUM $AMN $UNIT $DOV $DDOG

$969M

276 positions

#25ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 6 shared positions

$HUM $UNIT $DDOG $SCHW $KO $MKL

$753M

159 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.