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Hedge Funds Similar to Next Level Wealth Planning

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

Next Level Wealth Planning, LLC is an institutional investor managing $227M across 74 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 Next Level Wealth Planning are NovaPoint, KRAEMATON INVESTMENT ADVISORS, Alden Global, with shared positions in $APH, $AFL, $ABT, $VRT, $PLTR, $ET. The full ranking of 25 similar funds is below.

#1NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$APH$AFL$ABT$VRT
$464M
162 positions
#2KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$APH$AFL$PLTR$ABT
$134M
103 positions
#3Alden Global Capital LLCActive
Some overlap · 3 shared positions
$PLTR$APH$ET
$273M
19 positions
#4N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$PLTR$APH$VRT
$263M
34 positions
#5ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$APH$PLTR$VRT$MCHP
$74.1B
109 positions
#6N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$PLTR$APH$VRT$SPCX
$348M
65 positions
#7Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$APH$ABT$VRT
$1.1B
120 positions
#8Reynders McVeigh Capital Management, LLCActive
Some overlap · 3 shared positions
$APH$ABT$VRT
$2.3B
196 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$APH$VRT$ABT
$513M
70 positions
#10Norway Savings BankPassive
Some overlap · 3 shared positions
$APH$ABT$MCHP
$244M
103 positions
#11Hudson Bay Capital Management LPPassive
Some overlap · 4 shared positions
$PLTR$SPCX$ABT$MCHP
$36.8B
1,335 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$APH$ABT$VRT
$2.8B
151 positions
#13FFG Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$ET
$338M
50 positions
#146th Street Advisors, LLCActive
Some overlap · 3 shared positions
$APH$OXY$PLTR
$173M
61 positions
#15FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$APH$ET
$487M
190 positions
#16Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PLTR$SPCX$APH
$181M
570 positions
#17MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$APH$VRT$NVT
$635M
146 positions
#18BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APH$VRT$NVT
$813M
120 positions
#19KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$VRT$SPCX$AFL
$90M
545 positions
#20RPg Family Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$612M
141 positions
#21SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$APH$PLTR$ABT
$125M
51 positions
#22Benchmark Investment Advisors LLCActive
Some overlap · 3 shared positions
$APH$PLTR$VRT
$228M
70 positions
#23TEMA ETFS LLCActive
Some overlap · 5 shared positions
$APH$SPCX$IDA$ET$VRT
$2.7B
594 positions
#24Carter Financial Group, INC.Passive
Some overlap · 3 shared positions
$BITB$PLTR$SPCX
$196M
132 positions
#25Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$ET$VRT
$197M
115 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.