What hedge funds are most similar to Plante Moran Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Plante Moran Financial Advisors, LLC are William Mack & Associates, Midwest Advisors, Stack Financial, based on overlapping conviction holdings in the latest SEC filings.

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 Plante Moran Financial Advisors

13F Portfolio OverlapQ2 2026Plante Moran Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Plante Moran Financial Advisors, LLC is an institutional investor managing $2.1B across 1,589 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 Plante Moran Financial Advisors are William Mack & Associates, Midwest Advisors, Stack Financial, with shared positions in $DTB, $SYK, $AMGN, $MDY, $DTM, $DIS. The full ranking of 25 similar funds is below.

#1William Mack & Associates, Inc.Active

Some overlap · 6 shared positions

$DTB $SYK $AMGN $MDY $DTM $DIS

$319M

875 positions

#2Midwest Capital Advisors, LLCActive

Some overlap · 6 shared positions

$DTB $SYK $IAU $DTM $KLAC $UNP

$246M

210 positions

#3Stack Financial Management, IncActive

Some overlap · 5 shared positions

$DTB $PEP $SYK $DHR $UNP

$1.3B

54 positions

#4Fiduciary Group, LLCPassive

Some overlap · 6 shared positions

$PEP $MAR $AMGN $DIS $AON $UNP

$1.3B

305 positions

#5HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$DTB $PEP $SYK $KLAC $UNP

$1.7B

479 positions

#6Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$PEP $MAR $SYK $AMGN $UNP

$149M

116 positions

#7AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 6 shared positions

$MAR $SYK $AMGN $DIS $KLAC $UNP

$1.1B

618 positions

#8Perkins Coie Trust CoPassive

Some overlap · 5 shared positions

$PEP $MAR $SYK $DHR $UNP

$626M

499 positions

#9Cohen Capital Management, Inc.Active

Some overlap · 5 shared positions

$PEP $MAR $SYK $KLAC $UNP

$717M

154 positions

#10Cranbrook Wealth Management, LLCActive

Some overlap · 5 shared positions

$DTB $SYK $IAU $DTM $PEP

$534M

406 positions

#11Blue Water Asset ManagementActive

Some overlap · 5 shared positions

$DTB $SYK $DTM $CMS $AON

$310M

108 positions

#12Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$PEP $SYK $AMGN $KLAC $AON

$295M

65 positions

#13JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$PEP $SYK $AMGN $KLAC $AON

$740M

68 positions

#14CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 5 shared positions

$PEP $SYK $AMGN $KLAC $UNP

$1.2B

203 positions

#15Boit C F DavidPassive

Some overlap · 5 shared positions

$PEP $SYK $AMGN $DHR $UNP

$238M

85 positions

#16ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$DTB $SYK $MDY $PEP $DHR

$248M

96 positions

#17Kaydan Wealth Management, Inc.Active

Some overlap · 5 shared positions

$SYK $DTB $AMGN $MDY $IAU

$291M

116 positions

#18Bull Street Advisors, LLCPassive

Some overlap · 5 shared positions

$PEP $AMGN $DIS $DHR $UNP

$221M

92 positions

#19M1 Capital Management LLCActive

Some overlap · 3 shared positions

$DTB $PEP $DTM

$271M

113 positions

#20Stone Summit Wealth LLCPassive

Slight overlap · 5 shared positions

$PEP $SYK $AMGN $MDY $DIS

$370M

137 positions

#21NORTHSTAR ASSET MANAGEMENT CoPassive

Slight overlap · 5 shared positions

$PEP $SYK $MDY $DHR $UNP

$553M

250 positions

#22MILESTONE ASSET MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PEP $MAR $AMGN $DIS

$631M

238 positions

#23FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Slight overlap · 5 shared positions

$PEP $AMGN $DIS $UNP $SYK

$684M

81 positions

#24Dorato Capital ManagementPassive

Slight overlap · 5 shared positions

$PEP $MAR $AMGN $KLAC $UNP

$150M

254 positions

#25WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 4 shared positions

$PEP $MAR $AMGN $DIS

$1.3B

73 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.