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Hedge Funds Similar to Abacus Planning Group

13F Portfolio OverlapQ2 2026Abacus Planning Group portfolio →
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Most similar hedge funds by 13F overlap

Abacus Planning Group, Inc. is an institutional investor managing $809M across 259 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 Abacus Planning Group are Basepoint Wealth, Hurley, Wealth Alliance, with shared positions in $PSLV, $PHYS, $DE, $PEP, $IBIT, $AMGN. The full ranking of 25 similar funds is below.

#1Basepoint Wealth LLCPassive
Some overlap · 4 shared positions
$PSLV$PHYS$DE$PEP
$175M
632 positions
#2Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$193M
678 positions
#3Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$215M
99 positions
#4Pacific Sage Partners, LLCActive
Some overlap · 4 shared positions
$PSLV$PHYS$DE$AMGN
$705M
127 positions
#5Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$240M
74 positions
#6Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$UNP
$155M
54 positions
#7Forest Hill Capital, LLCSmart money
Some overlap · 3 shared positions
$PSLV$PHYS$FNV
$130M
21 positions
#8WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$1.1B
105 positions
#9O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$UNP$PHYS$FNV$AMGN
$362M
141 positions
#10New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$FNV
$633M
68 positions
#11Proactive Wealth Strategies LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$AMGN
$623M
222 positions
#12WIT Partners Advisory Pte. Ltd.Active
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$213M
16 positions
#13New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$UNP$DOV$DE
$268M
50 positions
#14Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$DE
$115M
51 positions
#15COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$DE$PEP
$166M
88 positions
#16TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$PHYS$PSLV$DOV$DE
$118M
78 positions
#17ALONGSIDE, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$DOV
$525M
190 positions
#1849 WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$DOV
$524M
189 positions
#19Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$UNP$DE$AMGN
$1.3B
62 positions
#20Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$DE$PEP$AMGN
$814M
61 positions
#21Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$FNV
$179M
37 positions
#22Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$UNP$PHYS$DOV
$2.9B
703 positions
#23TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$UNP$PEP$AMGN
$315M
139 positions
#24Pasadena Private Wealth, LLCActive
Some overlap · 4 shared positions
$PHYS$PSLV$BTC$AMGN
$786M
309 positions
#25R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$UNP$AMGN$PEP
$133M
47 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.