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Hedge Funds Similar to MPS Loria Financial Planners

13F Portfolio OverlapQ3 2026MPS Loria Financial Planners portfolio →
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Most similar hedge funds by 13F overlap

MPS Loria Financial Planners, LLC is an institutional investor managing $527M across 87 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 MPS Loria Financial Planners are Kinsale Group, Zuckerman Investment Group, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $PGR, $MCK, $SHW, $MCD, $DIS, $ABT. The full ranking of 25 similar funds is below.

#1Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$MCK$SHW$MCD$DIS
$754M
41 positions
#2Zuckerman Investment Group, LLCActive
Some overlap · 4 shared positions
$PGR$MCK$ABT$DIS
$1.2B
139 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$PGR$ABT$DHR$DIS$NEE
$2.1B
131 positions
#4TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$MCK$ABT$SHW$MCD
$1.0B
1,024 positions
#5Marble Harbor Investment Counsel, LLCActive
Some overlap · 4 shared positions
$PGR$ABT$MCD$DIS
$984M
200 positions
#6Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$MCK$ABT$DHR
$175M
35 positions
#7PATTEN & PATTEN INC/TNPassive
Some overlap · 3 shared positions
$PGR$ABT$NEE
$1.9B
353 positions
#8Osprey Private Wealth LLCPassive
Some overlap · 4 shared positions
$PGR$MCD$DIS$NEE
$387M
88 positions
#9Councilmark Asset Management, LLCActive
Some overlap · 3 shared positions
$MCK$PGR$DIS
$194M
87 positions
#10Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PGR$ABT$MCD$NEE
$863M
182 positions
#11Center for Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$MCK$ABT$MCD$NEE
$1.1B
836 positions
#12Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$PGR$SHW$DIS$MCD
$1.3B
62 positions
#13WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$ABT$DHR$SHW$MCD$NEE
$958M
151 positions
#14Bath Savings Trust CoActive
Some overlap · 5 shared positions
$ABT$DHR$SHW$MCD$NEE
$966M
178 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MCK$ABT$MCD
$292M
99 positions
#16CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$MCK$ABT$MCD
$861M
137 positions
#17Fidato Wealth LLCActive
Some overlap · 3 shared positions
$PGR$SHW$NEE
$184M
31 positions
#18WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$PGR$MCD$DIS
$260M
93 positions
#19InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$MCK$DHR$MCD$NEE
$207M
106 positions
#20Baird Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$PGR$DHR$DIS
$72.7B
1,924 positions
#21Dougherty & Associates, LLCActive
Slight overlap · 3 shared positions
$PGR$WEC$NEE
$125M
52 positions
#22PIONEER TRUST BANK N A/ORPassive
Slight overlap · 5 shared positions
$ABT$DHR$MCD$DIS$NEE
$441M
87 positions
#23SNOWWATER INVESTMENT PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PGR$DHR$MCD
$145M
98 positions
#24Lafayette Investments, Inc.Active
Slight overlap · 3 shared positions
$PGR$DIS$L
$542M
162 positions
#25Volterra Technologies LPPassive
Slight overlap · 4 shared positions
$ABT$PGR$MCD$DIS
$694M
303 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.