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Hedge Funds Similar to ASSET PLANNING SERVICES /LA

13F Portfolio OverlapQ2 2026ASSET PLANNING SERVICES /LA portfolio →
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Most similar hedge funds by 13F overlap

ASSET PLANNING SERVICES INC /LA/ /ADV is an institutional investor managing $236M across 36 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 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
$456M
76 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
$4.4B
30 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
$255M
278 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
$93M
38 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
$257M
79 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
$467M
118 positions
#18SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$TXN$LHX$LMT
$3.0B
138 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
$1.1B
76 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
$863M
241 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.