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Hedge Funds Similar to Phillips Wealth Planners

13F Portfolio OverlapQ2 2026Phillips Wealth Planners portfolio →
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Most similar hedge funds by 13F overlap

Phillips Wealth Planners LLC is an institutional investor managing $136M across 217 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 Phillips Wealth Planners are MORGAN DEMPSEY, Banco de Sabadell, S.A, Oak Harvest Investment Services, with shared positions in $PM, $TXN, $DUK, $MCD, $CME, $MDT. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$PM$TXN$DUK$MCD$CME$MDT
$233M
122 positions
#2Banco de Sabadell, S.APassive
Notable overlap · 8 shared positions
$TJX$TXN$MCD$AMGN$CME$MDT
$170M
61 positions
#3Oak Harvest Investment ServicesPassive
Notable overlap · 8 shared positions
$TXN$PM$DUK$MCD$AMGN$CME
$1.1B
168 positions
#4Estabrook Capital ManagementPassive
Notable overlap · 8 shared positions
$WMB$PNC$DUK$MDT$AMGN$WFC
$739M
344 positions
#5Susquehanna Portfolio Strategies, LLCPassive
Notable overlap · 9 shared positions
$PM$WMB$TJX$MDT$AMGN$SBUX
$6.3B
833 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$PNC$TXN$MCD$AMGN$WFC$UNP
$108M
52 positions
#7Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$TJX$PM$DUK$MCD$AMGN$WFC
$334M
127 positions
#8Mirabaud Asset Management LtdPassive
Some overlap · 7 shared positions
$TJX$TXN$MCD$AZN$CME$MDT
$120M
49 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$PM$DUK$MCD$AMGN$CME$MDT
$515M
142 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$WMB$TJX$TXN$MCD$UNP$ABT
$467M
118 positions
#11Code Waechter LLCPassive
Some overlap · 6 shared positions
$WMB$PNC$PM$DUK$AMGN$TTE
$193M
127 positions
#12BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$TJX$TXN$MCD$AMGN$SBUX$APD
$346M
113 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$TXN$DUK$MCD$AMGN$SBUX
$358M
74 positions
#14SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$TJX$PNC$PM$AZN$MDT$UNP
$145M
43 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$TJX$PNC$PM$AZN$MDT$UNP
$171M
116 positions
#16Accretive Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$PM$TJX$MCD$CME$WFC$UNP
$412M
181 positions
#17ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 7 shared positions
$TXN$WMB$AMGN$MDT$TJX$WFC
$460M
220 positions
#18Alley Investment Management Company, LLCActive
Some overlap · 7 shared positions
$PM$DUK$AMGN$CME$UNP$SBUX
$856M
89 positions
#19Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$TJX$PNC$PM$AZN$MDT$UNP
$1.6B
1,462 positions
#20HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$PNC$DUK$MCD$AMGN$UNP$ABT
$363M
92 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$TXN$DUK$AMGN$WFC$UNP$SBUX
$1.3B
58 positions
#22Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$PNC$PM$TXN$MCD$DUK$ABT
$637M
146 positions
#23First Bank & TrustPassive
Some overlap · 6 shared positions
$PNC$PM$DUK$AMGN$WMB$TTE
$680M
270 positions
#24SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TXN$AMGN$CME$MDT$WFC$UNP
$606M
79 positions
#25ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 6 shared positions
$PNC$PM$DUK$CME$MDT$TTE
$156M
64 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.