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Hedge Funds Similar to Wealth Planning

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

Capital Wealth Planning, LLC is an institutional investor managing $20.0B across 154 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 Wealth Planning are Focused Investors, Vertrix Wealth, CINCINNATI FINANCIAL, with shared positions in $AXP, $TJX, $MCD, $FDX, $AMGN, $DUK. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive
Notable overlap · 4 shared positions
$AXP$TJX$MCD$FDX
$3.0B
23 positions
#2Vertrix Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$AXP$AMGN$TJX$DUK$MCD
$297M
103 positions
#3CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$CME$TJX$MCD$NSC
$5.2B
56 positions
#4Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMGN$MCD$NSC$DUK
$214M
33 positions
#5Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$AMGN$TJX$DUK$MCD$AXP
$358M
74 positions
#6Bull Street Advisors, LLCPassive
Notable overlap · 4 shared positions
$TJX$AMGN$AXP$DUK
$219M
95 positions
#7GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 3 shared positions
$AXP$AMGN$MPC
$906M
153 positions
#8Stillwater Wealth Management Group
Notable overlap · 4 shared positions
$TJX$MCD$AMGN$VZ
$162M
77 positions
#9HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$AMGN$DUK
$410M
53 positions
#10Oak Asset Management, LLCActive
Notable overlap · 5 shared positions
$AMGN$FDX$MCD$NSC$FAST
$311M
115 positions
#11Mirabaud Asset Management LtdPassive
Notable overlap · 5 shared positions
$MCD$CME$TJX$AXP$FCX
$120M
49 positions
#12Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$TJX$MCD$FDX$FDXF
$287M
33 positions
#13Stokes Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$TJX$AXP$MCD
$467M
118 positions
#14Paragon Capital Management LLCActive
Notable overlap · 4 shared positions
$TJX$MCD$FDX$FDXF
$216M
60 positions
#15Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$CME$MCD$DUK$VZ
$199M
38 positions
#16Martin Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$AMGN$CME$VZ$ASML
$272M
72 positions
#17PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$AXP$TJX$FAST
$4.8B
22 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$AXP$MCD$AMGN$NSC
$273M
104 positions
#19Clear Trail Advisors, LLCPassive
Notable overlap · 7 shared positions
$MPC$CME$AXP$TJX$VZ$AMGN
$655M
161 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$AMGN$CME$DUK$MCD$AXP$VZ
$515M
142 positions
#21Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$AXP$TJX$AMGN$ASML
$710M
193 positions
#22Trinity Legacy Partners, LLCPassive
Notable overlap · 5 shared positions
$AMGN$AXP$TJX$FCX$VZ
$500M
110 positions
#23Perennial Advisors, LLCPassive
Notable overlap · 6 shared positions
$AXP$FDX$MCD$AMGN$TJX$ASML
$649M
136 positions
#24JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$TJX$AMGN$AXP
$748M
68 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$FCX$VZ
$229M
166 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.