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Hedge Funds Similar to Peak Retirement Planning

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

Peak Retirement Planning, Inc. is an institutional investor managing $632M across 194 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 Retirement Planning are Thrive, Oakmont Advisory Group, WINNOW WEALTH, with shared positions in $HALO, $MMSI, $FLEX, $THC, $EXEL, $RL. The full ranking of 25 similar funds is below.

#1Thrive Capital Management, LLCPassive
Substantial overlap · 19 shared positions
$HALO$MMSI$FLEX$THC$EXEL$RL
$530M
170 positions
#2Oakmont Advisory Group, LLCPassive
Substantial overlap · 21 shared positions
$STT$FLEX$NBIX$APP$EXEL$RL
$119M
526 positions
#3WINNOW WEALTH LLCPassive
Substantial overlap · 15 shared positions
$EXEL$FLEX$NBIX$RL$ELAN$THC
$147M
137 positions
#4Graetz Wealth LLCActive
Notable overlap · 16 shared positions
$STT$THC$TOST$FLEX$HALO$MMSI
$125M
84 positions
#5Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$STT$HALO$KMB$CL
$214M
72 positions
#6Brindle & Bay Financial Advisors, LLCActive
Notable overlap · 8 shared positions
$KMB$CL$TROW$ITW$SNA$PGR
$200M
86 positions
#7NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PGR$MO
$6.9B
680 positions
#8Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$ITW$MO
$394M
99 positions
#9Centennial Wealth Advisory LLCPassive
Some overlap · 4 shared positions
$STT$KMB$TROW$MO
$463M
181 positions
#10Park West Asset Management LLCActive
Some overlap · 4 shared positions
$FLEX$TOST$ELAN$CHWY
$1.5B
47 positions
#11PFM Health Sciences, LPActive
Some overlap · 4 shared positions
$THC$NBIX$UTHR$MMSI
$1.2B
98 positions
#12COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$FLEX$RL$STT$MPWR
$3.0B
317 positions
#13Capital Impact Advisors, LLCActive
Some overlap · 4 shared positions
$EXEL$TOST$APP$MPWR
$1.8B
29 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KMB$CL$TROW$ITW$MO
$255M
278 positions
#15RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$NBIX$HALO$APP$ITW
$2.5B
234 positions
#16Talon Private Wealth, LLC
Some overlap · 3 shared positions
$STT$THC$UTHR
$753M
187 positions
#17SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$NBIX$UTHR$ZM$SNA
$2.4B
181 positions
#18Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$STT$PGR$CL$AOS
$242M
228 positions
#19BAM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MO$FLEX$HALO$TROW$MMSI$THC
$160M
166 positions
#20PSP Research LLCActive
Some overlap · 3 shared positions
$HALO$EXEL$NBIX
$188M
75 positions
#21BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$THC$FLEX$ELAN
$813M
120 positions
#22Vestal Point Capital, LPActive
Some overlap · 3 shared positions
$NBIX$PODD$UTHR
$4.3B
68 positions
#23Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$HALO$THC$ZM
$468M
59 positions
#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CL$TROW$SNA$PGR
$6.4B
290 positions
#25Lifestyle Asset Management, Inc.Active
Some overlap · 4 shared positions
$APP$EXEL$UTHR$CHWY
$372M
129 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.