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 PLANNING DIRECTIONS

13F Portfolio OverlapQ2 2026PLANNING DIRECTIONS portfolio →

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Most similar hedge funds by 13F overlap

PLANNING DIRECTIONS INC is an institutional investor managing $216M across 110 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 PLANNING DIRECTIONS are HOGE FINANCIAL SERVICES, Coyle Financial Counsel, Catalyst Investment, with shared positions in $DOV, $MCD, $NSC, $PEP, $AXP, $NEE. The full ranking of 25 similar funds is below.

#1HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 6 shared positions

$DOV $MCD $NSC $PEP $AXP $NEE

$209M

83 positions

#2Coyle Financial Counsel LLCActive

Notable overlap · 4 shared positions

$DOV $DELL $MCD $MRVL

$548M

126 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $DE $NEE $DELL

$110M

73 positions

#4Wealth Management NebraskaSmart money

Notable overlap · 4 shared positions

$DOV $DE $NEE $AXP

$1.1B

106 positions

#5Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $MCD $MRVL

$300M

68 positions

#6GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $DELL $NEE

$248M

32 positions

#7Heritage Investment Group, Inc.Active

Notable overlap · 3 shared positions

$DOV $COHR $AXP

$744M

135 positions

#8TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MCD $PEP

$667M

135 positions

#9Highland Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$DOV $MCD $DE

$229M

734 positions

#10Sollinda Capital Management LLCActive

Notable overlap · 4 shared positions

$DOV $NSC $PLTR $LOW

$468M

80 positions

#11Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $PLTR $PEP

$34.6B

467 positions

#12Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$DOV $PLTR $LOW

$294M

600 positions

#13Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $MCD $PEP $AXP

$208M

60 positions

#14Newton One Investments LLCActive

Notable overlap · 6 shared positions

$DOV $CEG $DE $MCD $PEP $EXC

$397M

146 positions

#15Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $MCD $AXP

$568M

133 positions

#16Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$DOV $DE $LOW

$336M

121 positions

#17Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $MRVL

$585M

139 positions

#18Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$DOV $MCD $PLTR

$328M

188 positions

#19HFM Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$DOV $CEG $EXC $MCD

$285M

1,293 positions

#20Downshift Financial, LLCPassive

Notable overlap · 4 shared positions

$DOV $NEE $NSC $PLTR

$223M

668 positions

#21PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$DOV $NEE $PEP $CEG

$728M

298 positions

#22Jasper Ridge Partners, L.P.Smart money

Notable overlap · 5 shared positions

$DOV $DELL $CEG $PEP $COIN

$4.7B

151 positions

#23BCR Wealth Strategies, LLCSmart money

Notable overlap · 4 shared positions

$DOV $DE $LOW $PEP

$356M

32 positions

#24AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $LOW $MCD

$832M

230 positions

#25Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $COIN $PEP

$399M

87 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.