13F Pro

Hedge Funds Similar to Planning

13F Portfolio OverlapQ3 2026Planning portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital Planning LLC is an institutional investor managing $376M across 84 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Planning are Westend, DB Fitzpatrick, Clayton Financial Group, with shared positions in $BA, $PWR, $AXP, $SBUX, $DOV, $ABT. The full ranking of 25 similar funds is below.

#1Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$BA$PWR$AXP
$437M
242 positions
#2DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$PWR$BA$SBUX$DOV
$121M
100 positions
#3Clayton Financial Group LLCActive
Notable overlap · 4 shared positions
$BA$ABT$PWR$AXP
$190M
304 positions
#4Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$PWR$BA$APH
$178M
56 positions
#5Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$APH$AXP
$271M
55 positions
#6Stack Financial Management, IncActive
Some overlap · 3 shared positions
$PWR$PCAR$DOV
$1.3B
54 positions
#7FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$PWR$APH$AXP
$1.7B
324 positions
#8Pegasus Asset Management, Inc.Passive
Some overlap · 3 shared positions
$PWR$SBUX$BA
$351M
75 positions
#9Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$BA$ABT$AXP
$222M
109 positions
#10MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$PWR$SBUX
$138M
62 positions
#11Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$PWR$BA$AXP
$497M
198 positions
#12McGinn Penninger Investment Management, Inc.Active
Some overlap · 3 shared positions
$BA$SBUX$DOV
$164M
38 positions
#13WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BA$SBUX$ABT
$377M
44 positions
#14PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PWR$BA$AXP
$443M
145 positions
#15ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$PWR$BA$APH
$2.3B
181 positions
#16Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$PWR$BA$CLS$DOV
$249M
112 positions
#17HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BA$SBUX$DOV
$251M
69 positions
#18Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PWR$BA$PCAR
$673M
215 positions
#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 3 shared positions
$BA$SBUX$ABT
$372M
82 positions
#20Blackhawk Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PWR$BA$ABT
$306M
146 positions
#21ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BA$ABT$SBUX
$878M
73 positions
#22NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$BA$ABT$APH$DOV
$595M
264 positions
#23ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$BA$PWR$AXP
$1.0B
121 positions
#24Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$PWR$APH$DOV$AXP
$830M
159 positions
#25Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BA$SBUX$AXP
$320M
72 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.