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Hedge Funds Similar to Asset Planning

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

Asset Planning,Inc is an institutional investor managing $154M across 334 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 Asset Planning are Windle Wealth, Shelter Rock, BIRMINGHAM, with shared positions in $WELL, $MCD, $MO, $O, $VZ, $SO. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Notable overlap · 7 shared positions
$WELL$MCD$MO$O$VZ$SO
$249M
35 positions
#2Shelter Rock Management, LLCActive
Notable overlap · 4 shared positions
$TDG$MCD$WM$C
$103M
37 positions
#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 5 shared positions
$ALL$MCD$SO$C$LMT
$263M
90 positions
#4Coston, McIsaac & PartnersPassive
Notable overlap · 6 shared positions
$MCD$MO$VZ$SBUX$SO$ED
$497M
948 positions
#5East Coast Asset Management, LLC.Active
Notable overlap · 3 shared positions
$TDG$WM$LMT
$339M
67 positions
#6Powers Advisory Group, LLCActive
Some overlap · 9 shared positions
$MCD$SBUX$SO$O$MO$VZ
$319M
130 positions
#7Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$MO$MCD$O$SBUX$C$EIX
$334M
127 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MCD$O$VZ$CB$SO
$201M
57 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$MO$VZ$MCD$CB$SBUX$LMT
$515M
142 positions
#10Mayflower Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$MO$VZ$SO$BMY
$1.2B
499 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MO$MCD$VZ$SO$C
$1.7B
256 positions
#12Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$MCD$O$VZ$SBUX$CB$C
$223M
81 positions
#13EDMP, INC.Passive
Some overlap · 5 shared positions
$MO$O$VZ$C$BMY
$124M
70 positions
#14GQG Partners LLCActive
Some overlap · 4 shared positions
$ALL$MO$VZ$CB
$53.8B
102 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$VZ$SBUX$SO$C$LMT
$233M
122 positions
#16HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MCD$MO$O$CB
$252M
43 positions
#17ETF Store, Inc.Passive
Some overlap · 5 shared positions
$MO$O$VZ$SBUX$BMY
$120M
114 positions
#18Stillwater Wealth Management Group
Some overlap · 6 shared positions
$MCD$MO$VZ$CB$LMT$WM
$162M
77 positions
#19FARMERS TRUST CO
Some overlap · 6 shared positions
$MCD$VZ$CB$SO$C$LMT
$637M
203 positions
#20Capital Square, LLCPassive
Some overlap · 5 shared positions
$MO$O$WELL$SO$LMT
$228M
241 positions
#21Patrick Mauro Investment Advisor, INC.Active
Some overlap · 7 shared positions
$MCD$VZ$SO$BMY$LMT$WM
$199M
38 positions
#22ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$WELL$O$VZ$SO$WM
$604M
159 positions
#23Buck Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$ALL$VZ$SRE$LMT$WM
$956M
1,170 positions
#24Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$VZ$MO$SO$C
$186M
123 positions
#25Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MO$O$VZ$SO
$226M
42 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.