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Hedge Funds Similar to Partners in Financial Planning

13F Portfolio OverlapQ2 2026Partners in Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Partners in Financial Planning is an institutional investor managing $660M 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 Partners in Financial Planning are Taylor Financial Group, WCM INVESTMENT, Holocene Advisors, with shared positions in $NSC, $TFC, $GLW, $STLD, $CSX, $LOW. The full ranking of 25 similar funds is below.

#1Taylor Financial Group, Inc.Active
Notable overlap · 6 shared positions
$NSC$TFC$GLW$STLD$CSX$LOW
$182M
103 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$STX$FERG$GLW$PM$CAH
$55.2B
266 positions
#3Holocene Advisors, LPPassive
Some overlap · 9 shared positions
$STX$CSX$STLD$CVS$FERG$EW
$44.4B
789 positions
#4WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$STX$NSC$GLW$PM$UNP
$97M
110 positions
#5LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$NSC$GLW$PM$LOW
$17.5B
169 positions
#6Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$NSC$TFC$CSX$PM$MCD
$332M
185 positions
#7Riverview Trust CoActive
Some overlap · 7 shared positions
$STX$CSX$LOW$GLW$CAH$MCD
$84M
166 positions
#8Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$NSC$GLW$MCD
$214M
33 positions
#9First Citizens Financial CorpPassive
Some overlap · 6 shared positions
$STLD$GLW$LOW$PM$MCD$UNP
$239M
139 positions
#10Third Point LLCActive
Some overlap · 4 shared positions
$NSC$DHR$UNP$COF
$4.7B
43 positions
#11Smith Partners Wealth Management, LLCActive
Some overlap · 5 shared positions
$NSC$GLW$CSX$PM$LOW
$126M
73 positions
#12Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$STX$GLW$CVS$EW$UNP
$214M
122 positions
#13Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$STLD$GLW$PM$MCD$UNP
$397M
167 positions
#14CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$NSC$PM$MCD
$5.2B
56 positions
#15Empyrean Capital Partners, LPPassive
Some overlap · 4 shared positions
$NSC$CAH$UNP$COF
$3.0B
122 positions
#16Olde Wealth Management, LLCActive
Some overlap · 5 shared positions
$NSC$LOW$CSX$UNP$URI
$353M
119 positions
#17PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$STX$STLD$GLW$CVS
$462M
86 positions
#18Governors Lane LPPassive
Some overlap · 3 shared positions
$NSC$DHR$COF
$1.2B
203 positions
#19Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$GLW$CSX$UNP
$239M
126 positions
#20Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$STX$GLW$STLD$CAH
$1.0B
204 positions
#21Carlson Capital, L.P.Passive
Some overlap · 5 shared positions
$NSC$TFC$PM$MCD$COF
$494M
74 positions
#22WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$NSC$CSX$GLW$MCD
$596M
765 positions
#23Hosking Partners LLPActive
Some overlap · 4 shared positions
$STX$GLW$STLD$COF
$3.0B
98 positions
#24ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 3 shared positions
$NSC$PM$MCD
$115M
36 positions
#25Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$NSC$GLW$PM$DHR
$596M
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.