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Hedge Funds Similar to Laurel Wealth Planning

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

Laurel Wealth Planning LLC is an institutional investor managing $226M across 67 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 Laurel Wealth Planning are Aristotle, Affiance Financial, 17 PARTNERS, with shared positions in $ECL, $MUFG, $AMP, $NU, $ADM, $PWR. The full ranking of 6 similar funds is below.

#1Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$ECL$MUFG$AMP
$47.7B
212 positions
#2Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MUFG$NU$ECL
$695M
111 positions
#317 CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MUFG$ECL$AMP
$222M
176 positions
#4Hickory Point Bank & TrustPassive
Some overlap · 3 shared positions
$ADM$PWR$ECL
$165M
442 positions
#5Empower Advisory Group, LLCActive
Slight overlap · 3 shared positions
$MUFG$ECL$ADM
$41.9B
532 positions
#6BlueStem Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$AMP$MUFG$NU
$1.0B
127 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.