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Hedge Funds Similar to ESG Planning DBA Harper Investing

13F Portfolio OverlapQ3 2026ESG Planning DBA Harper Investing portfolio →
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Most similar hedge funds by 13F overlap

ESG Planning DBA Harper Investing is an institutional investor managing $323M across 86 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 ESG Planning DBA Harper Investing are Walsky Investment, SACKS & ASSOCIATES, NCP, with shared positions in $STT, $UNP, $LOW, $QCOM, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$STT$UNP$LOW$QCOM$HON$HONA
$108M
52 positions
#2SACKS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$STT$CRWD$IBIT$QCOM$HON$HONA
$143M
79 positions
#3NCP Inc.Active
Some overlap · 5 shared positions
$CRWD$EQIX$TMO$HON$HONA
$72M
78 positions
#4Convergence Financial, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$IBIT$LOW$TMO
$1.3B
272 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 7 shared positions
$EQIX$UNP$LOW$HON$HONA$TXN
$529M
75 positions
#6True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$STT$UNP
$194M
98 positions
#7Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRWD$TMO$UNP$DHR
$508M
84 positions
#8Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$EQIX$TMO
$124M
99 positions
#9Reliant Investment Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$APP$LOW$STX$CSX
$147M
126 positions
#10Vickerman Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$STT$UNP$HON$HONA$TMO
$515M
100 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$TMO$HON$HONA$TXN
$360M
73 positions
#12Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IBIT$APP
$125M
84 positions
#13Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$STT$LOW$BMY$HON$HONA
$394M
99 positions
#14BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 7 shared positions
$CRWD$QCOM$BMY$HON$HONA$TMO
$371M
394 positions
#15WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$APP$HONA
$263M
78 positions
#16SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 5 shared positions
$STT$TMO$UNP$QCOM$DHR
$244M
321 positions
#17Clay Northam Wealth Management, LLCActive
Some overlap · 4 shared positions
$CRWD$STX$IBIT$TXN
$214M
109 positions
#18SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 5 shared positions
$STT$TMO$UNP$QCOM$DHR
$217M
287 positions
#19Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$STT$STX$IBIT$LOW$TXN
$311M
341 positions
#20Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$UNP$TMO$LOW
$487M
628 positions
#21Juno Financial Group LLCActive
Some overlap · 4 shared positions
$CRWD$LOW$UNP$DHR
$282M
73 positions
#22Nishkama Capital, LLCActive
Some overlap · 4 shared positions
$EQIX$STX$APP$QCOM
$3.2B
61 positions
#23Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$EQIX$TMO$QCOM$BMY$TXN
$8.0B
102 positions
#24CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$IBIT
$218M
169 positions
#25COMMONS CAPITAL, LLCActive
Some overlap · 4 shared positions
$CRWD$TMO$HON$HONA
$143M
96 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.