13F Pro

Hedge Funds Similar to Midwest Professional Planners, LTD.

13F Portfolio OverlapQ2 2026Midwest Professional Planners, LTD. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Midwest Professional Planners, LTD. is an institutional investor managing $510M across 131 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 Midwest Professional Planners, LTD. are KP, Hamilton Point Investment Advisors, WINDWARD, with shared positions in $TER, $ETN, $MCO, $CMI, $ASML, $KLAC. The full ranking of 25 similar funds is below.

#1KP Management LLCPassive
Notable overlap · 6 shared positions
$TER$ETN$MCO$CMI$ASML$KLAC
$532M
86 positions
#2Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$ETN$AXP$ASML$MAIN
$710M
193 positions
#3WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CMI$TER$LMT$ASML$ETN
$1.3B
73 positions
#4Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$CMI$ETN$UNP$ADI$AXP
$297M
129 positions
#5Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ETN$COF$LMT$UNP$ASML
$856M
89 positions
#6BANK OF STOCKTONActive
Some overlap · 6 shared positions
$CMI$AXP$ASML$KLAC$ADI$UNP
$356M
126 positions
#7PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$CMI$ETN$UNP$AXP
$175M
73 positions
#8BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$CMI$ETN$KLAC$ANET$UNP$EW
$1.7B
401 positions
#9Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$TER$CMI$LMT$AXP$KLAC
$762M
267 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$UNP$AXP
$652M
146 positions
#11Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$TER$ETN$AXP$ASML$ANET
$115M
89 positions
#12TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$TER$CMI$AXP$LMT$UNP$KLAC
$261M
121 positions
#13Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$ETN$UNP$RY$LMT
$239M
126 positions
#14Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$CMI$AXP$ASML$KLAC$ADI
$139M
57 positions
#15Stanley-Laman Group, Ltd.Passive
Some overlap · 6 shared positions
$ARM$TER$ASML$HPE$KLAC$ANET
$984M
298 positions
#16Gold Investment Management Ltd.Passive
Some overlap · 6 shared positions
$LMT$UNP$ASML$NSC$RY$KLAC
$369M
202 positions
#17OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$CMI$ETN$COF$NSC$KLAC
$530M
275 positions
#18HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$CMI$ADI$UNP$ANET
$461M
144 positions
#19Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$COF$LMT$AXP$UNP$CMI
$178M
107 positions
#20Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$UNP$AXP$KLAC$ANET
$284M
73 positions
#21Wealth Intelligence, LLCActive
Some overlap · 5 shared positions
$ETN$UNP$CMI$ADI$LMT
$215M
59 positions
#22Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$CMI$ETN$UNP$ADI
$251M
74 positions
#23EASTERN BANKPassive
Some overlap · 6 shared positions
$ETN$UNP$KLAC$ADI$ANET$AXP
$6.5B
1,038 positions
#24Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$LMT$AXP$ASML
$7.6B
789 positions
#25Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$ASML$ANET
$336M
107 positions

Compare Midwest Professional Planners, LTD.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Midwest Professional Planners, LTD.’s holdings

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.