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Hedge Funds Similar to RETIREMENT PLANNING GROUP, / NY

13F Portfolio OverlapQ2 2026RETIREMENT PLANNING GROUP, / NY portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT PLANNING GROUP, LLC / NY is an institutional investor managing $184M across 108 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 RETIREMENT PLANNING GROUP, / NY are Wagner Wealth, AtlasMark Financial, REGATTA GROUP, with shared positions in $PDI, $VZ, $T, $PM, $MPC, $SPCX. The full ranking of 25 similar funds is below.

#1Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$PDI$VZ$T$PM
$541M
282 positions
#2AtlasMark Financial, Inc
Slight overlap · 3 shared positions
$PDI$MPC$SPCX
$203M
48 positions
#3REGATTA CAPITAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$MRVL$VZ$T$SPCX
$744M
223 positions
#4Arnhold LLCActive
Slight overlap · 3 shared positions
$MRVL$VZ$T
$1.4B
113 positions
#5Miller Global Investments, LLCPassive
Slight overlap · 3 shared positions
$MRVL$VZ$T
$121M
295 positions
#6VERUS CAPITAL PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MRVL$PDI$VZ
$1.8B
503 positions
#7SPRENG CAPITAL MANAGEMENT, INC.Active
Slight overlap · 4 shared positions
$VZ$DE$MPC$SPCX
$275M
77 positions
#8DCM Advisors, LLCActive
Slight overlap · 4 shared positions
$VZ$T$MPC$PM
$253M
38 positions
#9Barnes Dennig Private Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MRVL$DE$T
$125M
365 positions
#10EHRLICH FINANCIAL GROUPActive
Slight overlap · 3 shared positions
$MRVL$VZ$DE
$194M
119 positions
#11Fortress Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$MRVL$WELL$MPC$PM
$288M
127 positions
#12Taylor & Morgan Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MRVL$T$VZ$DE
$203M
89 positions
#13VALICENTI ADVISORY SERVICES INCActive
Slight overlap · 3 shared positions
$MRVL$VZ$PM
$530M
83 positions
#14Pathway Financial Advisers, LLCPassive
Slight overlap · 3 shared positions
$MRVL$VZ$PM
$397M
167 positions
#15Almanack Investment Partners, LLC.Active
Slight overlap · 3 shared positions
$MRVL$VZ$SPCX
$785M
321 positions
#16Hayek Kallen Investment Management
Slight overlap · 4 shared positions
$VZ$DE$T$PM
$330M
97 positions
#17Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$DE$PM
$658M
218 positions
#18MARTINGALE ASSET MANAGEMENT L PPassive
Slight overlap · 4 shared positions
$VZ$MPC$T$PM
$4.2B
828 positions
#19STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$MRVL$T$SPCX
$417M
213 positions
#20SWS PartnersPassive
Slight overlap · 3 shared positions
$MRVL$MPC$PM
$463M
108 positions
#21Clearwave Capital, LLCPassive
Slight overlap · 3 shared positions
$MRVL$VZ$DE
$181M
166 positions
#22HF Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$VZ$T$ELV$PM
$323M
168 positions
#23Axis Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$VZ$T$WELL$PM
$208M
183 positions
#24Wright Wealth LLCActive
Slight overlap · 4 shared positions
$WELL$VZ$T$PM
$167M
54 positions
#25EAGLE WEALTH STRATEGIES LLCSmart money
Slight overlap · 3 shared positions
$MRVL$T$SPCX
$262M
118 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.