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Hedge Funds Similar to Estate Planners Group

13F Portfolio OverlapQ2 2026Estate Planners Group portfolio →
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Most similar hedge funds by 13F overlap

Estate Planners Group, LLC is an institutional investor managing $221M across 70 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 Estate Planners Group are Mission Hills Financial Advisory, Mallini Complete Financial Planning, Smith Asset, with shared positions in $PDI, $ARCC, $UTG, $PCN, $MO, $GOF. The full ranking of 25 similar funds is below.

#1Mission Hills Financial Advisory, LLCActive
Notable overlap · 5 shared positions
$PDI$ARCC$UTG$PCN$MO
$228M
89 positions
#2Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$ARCC$GOF$PDI$DOV
$143M
72 positions
#3Smith Asset Management Co., LLCActive
Notable overlap · 5 shared positions
$ARCC$PDI$GOF$UTG$PCN
$123M
73 positions
#4Noble Wealth Management PBCPassive
Some overlap · 3 shared positions
$PDI$MUA$PCN
$223M
786 positions
#5Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$ARCC$DOV$GBAB
$148M
200 positions
#6Merkkuri Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$ARCC$PDI$GLDM
$161M
81 positions
#7Corecam Pte. Ltd.Passive
Some overlap · 5 shared positions
$IBIT$GLDM$ETHA$BABA$PFE
$240M
79 positions
#8Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$DOV$FBTC
$158M
57 positions
#9MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$DOV$FBTC
$280M
177 positions
#10Shade Tree Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$DOV$FBTC
$187M
64 positions
#11Ovata Capital Management LtdActive
Some overlap · 4 shared positions
$IBIT$FBTC$BABA$UBER
$1.3B
43 positions
#12Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IBIT$BMY$ETHA$MO
$248M
77 positions
#13Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IBIT$FBTC$GLDM
$193M
68 positions
#14Go Invest LLCSmart money
Some overlap · 3 shared positions
$IBIT$FBTC$GLDM
$473M
104 positions
#15KALEIDOSCOPE CAPITAL LPActive
Some overlap · 3 shared positions
$IBIT$FBTC$ETHA
$271M
16 positions
#16Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$IBIT$FBTC$ETHA
$202M
184 positions
#17Oxler Private Wealth LLCActive
Some overlap · 3 shared positions
$IBIT$BMY$ETHA
$372M
89 positions
#18Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$IBIT$GLDM$BMY
$712M
277 positions
#19PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$IBIT$DOV$GLDM$UBER
$312M
131 positions
#20Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IBIT$DOV$GLDM$ETHA
$166M
570 positions
#21Humankind Investments LLCActive
Some overlap · 3 shared positions
$IBIT$BMY$PFE
$209M
22 positions
#22Avenir Tech LtdActive
Some overlap · 3 shared positions
$IBIT$FBTC$ETHA
$671M
32 positions
#23All-Stars Investment LtdActive
Some overlap · 3 shared positions
$IBIT$ETHA$BABA
$199M
11 positions
#24Galaxy Digital Inc.Active
Some overlap · 3 shared positions
$IBIT$ETHA$BABA
$1.7B
72 positions
#25Graetz Wealth LLCActive
Some overlap · 3 shared positions
$IBIT$GLDM$MO
$125M
84 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.