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Hedge Funds Similar to New England Professional Planning Group

13F Portfolio OverlapQ2 2026New England Professional Planning Group portfolio →
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Most similar hedge funds by 13F overlap

New England Professional Planning Group Inc. is an institutional investor managing $268M across 50 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 New England Professional Planning Group are Harfst & Associates, Financial Plan, Wilkinson Global Asset, with shared positions in $RJF, $CMI, $TXN, $DOV, $SLV, $QCOM. The full ranking of 25 similar funds is below.

#1Harfst & Associates, Inc.Active
Substantial overlap · 3 shared positions
$RJF$CMI$TXN
$643M
124 positions
#2Financial Plan, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$SLV$QCOM
$1.1B
95 positions
#3Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$UNP$ADI$TXN$DE
$1.3B
62 positions
#4Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$DOV$PFE$CMI$UNP
$151M
58 positions
#5Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$DOV$SLV$IAU
$177M
51 positions
#6CALIBER WEALTH MANAGEMENT, LLC / KSActive
Notable overlap · 5 shared positions
$SLV$ADI$UNP$CMI$CB
$1.0B
300 positions
#7Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$DOV$TXN$DE$UNP
$1.1B
106 positions
#8Copia Wealth Management
Notable overlap · 4 shared positions
$DOV$SLV$IAU$DE
$166M
570 positions
#9North Forty Two & Co.Passive
Notable overlap · 6 shared positions
$TXN$UNP$CMI$SLV$IAU$QCOM
$118M
104 positions
#10Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$SLV$DOV$IAU
$111M
77 positions
#11Phoenix Wealth AdvisorsActive
Notable overlap · 6 shared positions
$ADI$UNP$CMI$CB$TXN$IAU
$297M
129 positions
#12CINCINNATI CASUALTY COSmart money
Notable overlap · 3 shared positions
$DOV$ADI$CMI
$188M
24 positions
#13Kaydan Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$RJF$DE$TXN$CMI$IAU
$328M
115 positions
#14SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UNP$CB$BN$MRSH
$3.0B
79 positions
#15Vantage Point Financial LLCPassive
Notable overlap · 5 shared positions
$DOV$CB$SLV$PFE$IAU
$328M
188 positions
#16Wilson & Boucher Capital Management, LLC
Notable overlap · 4 shared positions
$DOV$CMI$UNP$QCOM
$170M
121 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$PFE$UNP$CMI$TXN$CB
$665M
122 positions
#18Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DOV$TXN$MRSH$QCOM$PFE
$418M
232 positions
#19Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$CMI$DE
$336M
121 positions
#20Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$UNP$SLV$DE
$166M
71 positions
#21CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$ADI$QCOM$MRSH
$5.2B
56 positions
#22St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$TXN$BN
$875M
125 positions
#23Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$DOV$CMI$ADI$BN
$182M
107 positions
#24Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$UNP$DE$BN$PFE$QCOM
$473M
58 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$IAU$QCOM$TXN
$212M
171 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.