How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PDS Planning

13F Portfolio OverlapQ2 2026PDS Planning portfolio →

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Most similar hedge funds by 13F overlap

PDS Planning, Inc is an institutional investor managing $1.7B across 609 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 PDS Planning are WOODLEY FARRA MANION PORTFOLIO, Well Done, NORTH POINT PORTFOLIO MANAGERS, with shared positions in $ABT, $DOV, $ASML, $ETN, $DE, $GLW. The full ranking of 25 similar funds is below.

#1WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$ABT $DOV $ASML $ETN

$2.1B

131 positions

#2Well Done, LLCPassive

Some overlap · 4 shared positions

$ABT $DOV $DE $ETN

$743M

202 positions

#3NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 3 shared positions

$DOV $ABT $ASML

$606M

79 positions

#4UNITED BANKActive

Some overlap · 3 shared positions

$ABT $DOV $GLW

$853M

130 positions

#5Triton Financial Group Inc

Some overlap · 4 shared positions

$DOV $ABT $CINF $GLW

$174M

99 positions

#6Cannon Financial Strategists, Inc.Active

Some overlap · 4 shared positions

$DOV $ABT $ETN $GLW

$879M

133 positions

#7MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$DOV $ABT $CINF

$11.5B

1,903 positions

#8OAK HARBOR WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$ABT $DE $UPS $GLW

$268M

225 positions

#9DIAMOND HILL CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$ABT $DOV $DE

$12.5B

186 positions

#10Financial & Tax Architects, LLCPassive

Slight overlap · 4 shared positions

$ABT $OUNZ $ASML $DOV

$474M

110 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ABT $DE $ASML $ETN

$8.0B

1,334 positions

#12TrustBankActive

Slight overlap · 4 shared positions

$ABT $DE $ETN $GLW

$295M

175 positions

#13Financial Network Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$DOV $ABT $ASML

$99M

858 positions

#14ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 4 shared positions

$DOV $DE $ETN $GLW

$875M

989 positions

#15Papamarkou Wellner Asset Management inc.

Slight overlap · 4 shared positions

$ABT $DE $ASML $ETN

$159M

75 positions

#16OLD SECOND NATIONAL BANK OF AURORAPassive

Slight overlap · 4 shared positions

$DOV $UPS $ETN $GLW

$530M

275 positions

#17BURKETT FINANCIAL SERVICES, LLCActive

Slight overlap · 4 shared positions

$DOV $DE $ETN $ABT

$320M

266 positions

#18Front Row Advisors LLCPassive

Slight overlap · 4 shared positions

$DOV $ASML $ETN $GLW

$345M

576 positions

#19Asset Advisors Investment Management, LLCActive

Slight overlap · 3 shared positions

$DOV $ABT $DE

$1.1B

102 positions

#20First Financial Bank - Trust DivisionActive

Slight overlap · 4 shared positions

$ABT $CINF $ETN $GLW

$1.4B

208 positions

#21FAS Wealth Partners, Inc.Active

Slight overlap · 3 shared positions

$DOV $OUNZ $ETN

$1.9B

520 positions

#22LCNB CORPPassive

Slight overlap · 5 shared positions

$ABT $DE $CINF $ETN $GLW

$326M

184 positions

#23Silver Coast Investments LLCActive

Slight overlap · 3 shared positions

$DOV $DE $ASML

$336M

121 positions

#24REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$DOV $DE $ASML

$760M

229 positions

#25Murphy & Mullick Capital Management CorpPassive

Slight overlap · 3 shared positions

$DOV $DE $ASML

$161M

666 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.