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Hedge Funds Similar to & PLANNING

13F Portfolio OverlapQ2 2026& PLANNING portfolio →
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Most similar hedge funds by 13F overlap

CAPITAL & PLANNING, LLC is an institutional investor managing $194M across 45 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 & PLANNING are Mason & Associates, High Point Wealth, LIBERTY ONE INVESTMENT, with shared positions in $SO, $MCD, $DUK, $IAU, $UBER, $CEG. The full ranking of 25 similar funds is below.

#1Mason & Associates, LLCSmart money
Notable overlap · 3 shared positions
$SO$MCD$DUK
$486M
45 positions
#2High Point Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$SO$DUK$IAU$UBER$CEG$HOOD
$122M
250 positions
#3LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$SO$DUK$MCD$WM$TXN
$1.0B
154 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$MCD$DUK$SO$GD$TXN
$233M
122 positions
#5EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$DUK$SO$TXN$GD
$1.3B
58 positions
#6First PREMIER BankPassive
Notable overlap · 5 shared positions
$DUK$SO$MCD$WM$IAU
$621M
388 positions
#7Mayflower Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DUK$MCD$SO
$1.2B
499 positions
#8Walsky Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$MCD$SO$TXN$LOW$PNC
$108M
52 positions
#9Signature Wealth Management Group
Notable overlap · 3 shared positions
$SO$TXN$MCD
$263M
128 positions
#10St. Louis Trust CoActive
Notable overlap · 3 shared positions
$SO$TXN$DUK
$875M
125 positions
#11OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 4 shared positions
$TXN$SO$MCD$DUK
$2.2B
70 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$SO$DUK$MCD$LOW
$203M
58 positions
#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$SO$DUK$MCD$WM$GD$LOW
$390M
103 positions
#14RAHLFS CAPITAL, LLCPassive
Notable overlap · 4 shared positions
$TXN$SO$MCD$DUK
$150M
89 positions
#15Coston, McIsaac & PartnersPassive
Notable overlap · 3 shared positions
$SO$MCD$TXN
$497M
948 positions
#16FUNDSMITH INVESTMENT SERVICES LTD.Active
Notable overlap · 5 shared positions
$CHD$TXN$UBER$WM$YUM
$4.5B
27 positions
#17Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TXN$MCD$GD$WM
$265M
100 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$DUK$TXN$MCD$SO
$1.7B
256 positions
#19Fundsmith LLPActive
Some overlap · 4 shared positions
$CHD$TXN$UBER$YUM
$13.6B
41 positions
#20ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$TXN$MCD$GD$CHD
$2.0B
91 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$TXN$MCD$SO$WM$LOW
$521M
77 positions
#22Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$MCD$DUK$GD
$214M
33 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$WM$SO$DUK
$199M
38 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$DUK$TXN$MCD$WM
$360M
73 positions
#25PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$SO$DUK$TXN$MCD$WM
$1.2B
103 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.