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Hedge Funds Similar to Plan Group Financial

13F Portfolio OverlapQ2 2026Plan Group Financial portfolio →
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Most similar hedge funds by 13F overlap

Plan Group Financial, LLC is an institutional investor managing $486M across 249 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 Plan Group Financial are FUKOKU MUTUAL LIFE INSURANCE, Columbus Macro, BCWM, with shared positions in $NOTV, $MO, $AEP, $SO, $DUK, $PFE. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 8 shared positions
$NOTV$MO$AEP$SO$DUK$PFE
$1.7B
256 positions
#2Columbus Macro, LLCPassive
Notable overlap · 6 shared positions
$SNPS$NOTV$MO$OHI$NLY$ARCC
$1.0B
207 positions
#3BCWM, LLCPassive
Notable overlap · 7 shared positions
$IAU$MO$PFE$DUK$DLR$VZ
$342M
57 positions
#4TECTONIC ADVISORS LLCPassive
Notable overlap · 8 shared positions
$MO$DUK$VICI$VZ$ARCC$PFE
$2.1B
289 positions
#5GW HENSSLER & ASSOCIATES LTDPassive
Notable overlap · 7 shared positions
$FITB$SO$AEP$D$MO$PM
$2.2B
268 positions
#6Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 6 shared positions
$PM$MO$SO$AEP$D$T
$187M
45 positions
#7Measured Risk Portfolios, Inc.Active
Notable overlap · 6 shared positions
$PM$MO$AEP$DUK$DLR$VZ
$112M
63 positions
#8Paradigm Capital Management, LLC/NVActive
Notable overlap · 7 shared positions
$MO$PM$D$DUK$VZ$T
$116M
65 positions
#9GQG Partners LLCActive
Notable overlap · 6 shared positions
$PM$MO$AEP$DUK$VZ$T
$53.8B
102 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$IAU$PM$MO$D$SO$DUK
$1.2B
127 positions
#11High Point Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$PM$SO$AEP$IAU$DUK$MO
$122M
250 positions
#12RAHLFS CAPITAL, LLCPassive
Notable overlap · 8 shared positions
$SO$DUK$VZ$PM$SLV$PFE
$136M
86 positions
#13John Boyer, Inc.Smart money
Notable overlap · 6 shared positions
$MO$PFE$D$DUK$VZ$T
$115M
39 positions
#14White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$IAU$PM$SNPS$SGOL$MO$SO
$802M
151 positions
#15Stablepoint Partners, LLCPassive
Notable overlap · 7 shared positions
$IAU$SNPS$VZ$D$FITB$T
$723M
260 positions
#16Lloyd Advisory Services, LLC.Passive
Notable overlap · 7 shared positions
$MO$DUK$VZ$PFE$T$PM
$258M
628 positions
#17PARK CIRCLE CoActive
Notable overlap · 7 shared positions
$PM$MO$PFE$VZ$TSLX$NLY
$117M
53 positions
#18Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$SO$PFE$D$VZ
$275M
82 positions
#19Northstar Financial Companies, Inc.Passive
Some overlap · 6 shared positions
$IAU$AEP$VZ$DUK$MO$SO
$148M
117 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MO$SO$PFE$OUNZ
$955M
337 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$D$DLR$DUK$VZ$SO$VICI
$703M
160 positions
#22Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MO$SO$PFE$VZ$ARCC
$226M
42 positions
#23Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$MO$DUK$VICI$T
$10.2B
208 positions
#24Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$AEP$PFE$DUK$VZ$T$D
$151M
70 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$SO$DUK$VZ$T
$233M
122 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.