What hedge funds are most similar to Larry Mathis Financial Planning, LLC?

The funds with the most similar 13F portfolios to Larry Mathis Financial Planning, LLC are 12th Street Asset Company, Palouse, SHRIER WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Larry Mathis Financial Planning

13F Portfolio OverlapQ2 2026Larry Mathis Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Larry Mathis Financial Planning, LLC is an institutional investor managing $131M across 150 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 Larry Mathis Financial Planning are 12th Street Asset Company, Palouse, SHRIER WEALTH, with shared positions in $CRH, $DELL, $KNX, $PGR, $ELV, $C. The full ranking of 25 similar funds is below.

#112th Street Asset Management Company, LLCActive

Notable overlap · 4 shared positions

$CRH $DELL $KNX $PGR

$702M

32 positions

#2Palouse Capital Management, Inc.Passive

Some overlap · 7 shared positions

$DELL $ELV $C $QCOM $UPS $VZ

$160M

124 positions

#3SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$WFC $C $NVS $UPS $VZ $GILD

$296M

134 positions

#4Peoples Bank/KSPassive

Some overlap · 6 shared positions

$MCD $ELV $WFC $NVS $CVS $VZ

$103M

98 positions

#5Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$CRH $MCD $QCOM $UPS $VZ

$968M

178 positions

#6LSV ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$DELL $C $QCOM $WFC $VZ $CVS

$55.1B

889 positions

#7ABNER HERRMAN & BROCK LLCActive

Some overlap · 5 shared positions

$DELL $MCD $WFC $C $VZ

$1.1B

111 positions

#8NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$CRH $WFC $QCOM $VZ $CVS $SHEL

$863M

131 positions

#9ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 6 shared positions

$MCD $QCOM $UPS $VZ $GILD $PGR

$549M

195 positions

#10Crossmark Global Holdings, Inc.Passive

Some overlap · 9 shared positions

$QCOM $GILD $C $DELL $VZ $SCHW

$7.7B

1,261 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MCD $WFC $C $UPS $VZ

$233M

122 positions

#12Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$CRH $ELV $UPS $VZ $GILD

$159M

62 positions

#13BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$DELL $MCD $QCOM $SCHW $WFC

$2.5B

270 positions

#14Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$MCD $NVS $QCOM $DELL $VZ $BHP

$259M

118 positions

#15Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$MCD $WFC $UPS $VZ $BHP $C

$223M

81 positions

#16American Assets Investment Management, LLCActive

Some overlap · 6 shared positions

$WFC $C $HSBC $NVS $SHEL $TD

$1.7B

146 positions

#17HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$WFC $ELV $SCHW $VZ $GILD $SHEL

$323M

168 positions

#18SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 5 shared positions

$ELV $WFC $C $QCOM $UPS

$3.2B

40 positions

#19Slagle Financial, LLCPassive

Some overlap · 4 shared positions

$MCD $DELL $WFC $C

$334M

127 positions

#20Persium Advisors, LLCSmart money

Some overlap · 5 shared positions

$DELL $MCD $VZ $CVS $BHP

$153M

69 positions

#21United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 6 shared positions

$C $DELL $QCOM $VZ $GILD $WFC

$5.6B

184 positions

#22DCM Advisors, LLCActive

Some overlap · 5 shared positions

$DELL $MCD $WFC $CVS $VZ

$253M

38 positions

#23Beta Wealth Group, Inc.Active

Some overlap · 6 shared positions

$C $QCOM $SCHW $WFC $GILD $CVS

$267M

114 positions

#24Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$MCD $WFC $QCOM $GILD $SHEL

$186M

61 positions

#25Fusion Capital, LLCActive

Some overlap · 5 shared positions

$CRH $C $QCOM $BHP $SCHW

$430M

112 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.