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Hedge Funds Similar to Peak Planning Group

13F Portfolio OverlapQ2 2026Peak Planning Group portfolio →
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Most similar hedge funds by 13F overlap

Peak Planning Group, LLC is an institutional investor managing $443M across 128 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 Peak Planning Group are BNC WEALTH, RiverGlades Family Offices, Shoker Investment Counsel, with shared positions in $KLAC, $ETN, $PLTR, $MPC, $EPD, $MDY. The full ranking of 25 similar funds is below.

#1BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$PLTR
$414M
106 positions
#2RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$KLAC$ETN$MPC$EPD
$218M
108 positions
#3Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$KLAC$MPC$MDY$EPD
$398M
113 positions
#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$SCHW
$195M
67 positions
#5COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$ETN$SCHW
$414M
164 positions
#6Leelyn Smith, LLCActive
Some overlap · 3 shared positions
$KLAC$ETN$SCHW
$822M
157 positions
#7OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$KLAC$ETN$WELL
$530M
275 positions
#8Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$ETN$WELL
$1.6B
184 positions
#9Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$MDY
$489M
619 positions
#10ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$KLAC$ETN$EPD
$176M
139 positions
#11MorganRosel Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ETN$MPC
$296M
104 positions
#12Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$KLAC$MPC$SCHW
$823M
143 positions
#13Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$MPC$SCHW
$2.5B
166 positions
#14Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$KLAC$MPC$EPD
$410M
118 positions
#15CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$MPC
$1.3B
88 positions
#16Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$PLTR$WELL
$228M
70 positions
#17Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$KLAC$MPC$SCHW
$299M
86 positions
#18Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$PLTR$EPD
$238M
149 positions
#19PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$KLAC$SCHW$RJF
$169.1B
324 positions
#20Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$MPC$EPD
$375M
75 positions
#21Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 3 shared positions
$KLAC$ETN$SCHW
$215M
95 positions
#22Knollwood Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$KLAC$PLTR$EPD
$1.1B
270 positions
#23Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$PLTR
$1.1B
215 positions
#24Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive
Some overlap · 3 shared positions
$KLAC$RY$TLN
$220M
65 positions
#25Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$KLAC$ETN$MDY
$251M
48 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.