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 S.E.E.D. Planning Group

13F Portfolio OverlapQ2 2026S.E.E.D. Planning Group portfolio →

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Most similar hedge funds by 13F overlap

S.E.E.D. Planning Group LLC is an institutional investor managing $379M across 88 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 S.E.E.D. Planning Group are PENINSULA ASSET, COMPASS, Financial & Tax Architects, with shared positions in $SHW, $NEE, $ADP, $LOW, $PEP, $SPGI. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SHW $NEE $ADP $LOW $PEP $SPGI

$209M

54 positions

#2COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$LIN $SHW $TMO $ADP $SPGI $FAST

$1.7B

91 positions

#3Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$SHW $NEE $ADP $LOW $PEP $SPGI

$474M

110 positions

#4M. Kraus & CoPassive

Notable overlap · 5 shared positions

$TMO $NEE $LIN $ENB $PEP

$377M

86 positions

#5Paradiem, LLCPassive

Notable overlap · 6 shared positions

$VLO $NEE $LMT $ADP $FAST $SYK

$464M

68 positions

#6Ravenstone Capital Management Inc.Active

Notable overlap · 5 shared positions

$SHW $TMO $ISRG $SPGI $FAST

$244M

54 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$USB $NEE $LOW $LMT $TMO $PEP

$1.2B

106 positions

#8Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 6 shared positions

$ENB $VLO $ADP $TMO $USB $NEE

$449M

45 positions

#9BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$LIN $NEE $LMT $USB $TMO $LOW

$453M

121 positions

#10Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $LMT $LOW $ADP $PEP $SYK

$181M

50 positions

#11Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$LIN $TMO $ISRG $ROL

$373M

28 positions

#12CINCINNATI CASUALTY COSmart money

Notable overlap · 4 shared positions

$ADP $ENB $TMO $USB

$188M

24 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$SHW $NEE $LIN $LMT $PEP $ENB

$467M

118 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$LIN $ADP $LMT $PEP

$199M

38 positions

#15America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$TMO $ADP $ENB $USB

$539M

45 positions

#16PGGM InvestmentsActive

Notable overlap · 4 shared positions

$TMO $LIN $NEE $EQIX

$4.1B

59 positions

#17Aviso Financial Inc.Passive

Notable overlap · 5 shared positions

$ENB $TMO $LIN $SHW $SPGI

$2.9B

273 positions

#18Mirova US LLCActive

Notable overlap · 4 shared positions

$NEE $TMO $LOW $ISRG

$9.3B

45 positions

#19Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$TMO $ADP $ISRG

$3.7B

56 positions

#20R.H. Investment Group, LLCActive

Notable overlap · 4 shared positions

$TMO $ADP $USB $PEP

$133M

47 positions

#21WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 5 shared positions

$LIN $NEE $LMT $PEP $TMO

$1.3B

73 positions

#22CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $NEE $ADP $TMO $PEP $SPGI

$767M

184 positions

#23C WorldWide Group Holding A/SActive

Notable overlap · 5 shared positions

$NEE $LIN $SPGI $ISRG $TMO

$4.1B

97 positions

#24M3 Wealth Management, LLCActive

Notable overlap · 5 shared positions

$VLO $LMT $NEE $PEP $SYK

$154M

35 positions

#25Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$NEE $ADP $SHW $EQIX $PEP $LMT

$965M

177 positions

Compare S.E.E.D. Planning Group’s portfolio side by side

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View S.E.E.D. Planning Group’s holdings

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.