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Hedge Funds Similar to Avantax Planning Partners

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

Avantax Planning Partners, Inc. is an institutional investor managing $4.0B across 454 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 Avantax Planning Partners are Friday Financial, Piedmont, Portus Wealth Advisors, with shared positions in $STT, $DE, $ALPS, $TXN, $AMGN, $VZ. The full ranking of 25 similar funds is below.

#1Friday FinancialActive
Notable overlap · 4 shared positions
$STT$DE$ALPS$TXN
$373M
108 positions
#2Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$STT$AMGN$VZ
$198M
58 positions
#3Portus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$STT$LMT$PEP
$121M
50 positions
#4Ball & Co Wealth Management Inc.Active
Notable overlap · 3 shared positions
$STT$AMGN$MO
$141M
74 positions
#5Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$STT$PEP$LMT
$5.3B
1,313 positions
#6Brady Martz Wealth Solutions, LLCPassive
Notable overlap · 6 shared positions
$STT$ALPS$TXN$AMGN$MO$VLO
$662M
228 positions
#7Sterling Group Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$STT$PEP$DE
$244M
62 positions
#8HENGEHOLD CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$STT$VZ$LMT$PEP
$1.3B
229 positions
#9Atlas Private Wealth AdvisorsActive
Notable overlap · 3 shared positions
$STT$AMGN$TXN
$457M
139 positions
#10IAG Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$STT$DE$PEP
$1.0B
508 positions
#11Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$STT$AMGN$VZ$COP
$214M
72 positions
#12Verity & Verity, LLCActive
Notable overlap · 6 shared positions
$STT$TXN$AMGN$VZ$MO$PEP
$1.5B
138 positions
#13GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$AMGN$TXN
$3.0B
213 positions
#14PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$STT$VLO$PEP
$728M
298 positions
#15J. Team Financial, Inc.Passive
Notable overlap · 4 shared positions
$STT$DE$TXN$COP
$103M
102 positions
#16Sherry Group, Inc.Active
Notable overlap · 3 shared positions
$ALPS$STT$VZ
$102M
52 positions
#1710Elms LLPPassive
Some overlap · 5 shared positions
$STT$ALPS$AMGN$PEP$COP
$236M
526 positions
#18Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$STT$VLO$COP
$108M
53 positions
#19Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$VZ$AMGN
$268M
679 positions
#20SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$ALPS$TXN$AMGN$PEP
$1.7B
315 positions
#21Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$STT$TXN$AMGN$VZ$LMT$MO
$683M
277 positions
#22Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$ALPS$AMGN$VZ$LMT
$151M
184 positions
#23Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$STT$AMGN$LMT$COP
$169M
339 positions
#24Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$DE$LMT$PEP
$797M
110 positions
#25Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$MO
$394M
99 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.