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Hedge Funds Similar to St. Louis Financial Planners Asset

13F Portfolio OverlapQ2 2026St. Louis Financial Planners Asset portfolio →
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Most similar hedge funds by 13F overlap

St. Louis Financial Planners Asset Management, LLC is an institutional investor managing $188M across 30 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 St. Louis Financial Planners Asset are Collar, American Assets Investment, CMT Markets Trading GmbH, with shared positions in $WDC, $C, $CRM, $WFC, $MS, $PLTR. The full ranking of 25 similar funds is below.

#1Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$WDC$C$CRM
$170M
73 positions
#2American Assets Investment Management, LLCActive
Some overlap · 4 shared positions
$WDC$WFC$C$MS
$1.7B
146 positions
#3CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$C$PLTR$CRM$AXP
$11.8B
385 positions
#4Hosking Partners LLPActive
Some overlap · 4 shared positions
$AXP$C$WFC$MS
$3.0B
98 positions
#5ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$AXP$MS$WFC$C
$1.1B
111 positions
#6Dundas Partners LLPActive
Some overlap · 3 shared positions
$ABT$AXP$CRM
$1.4B
31 positions
#7Insight Inv LLCPassive
Some overlap · 3 shared positions
$AXP$C$MS
$212M
109 positions
#8CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$MS$WFC$AXP
$1.2B
153 positions
#9DCM Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$MS$WFC
$253M
38 positions
#10Teucrium Investment Advisors, LLCActive
Some overlap · 3 shared positions
$C$MS$WFC
$112M
47 positions
#11Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$AXP$C$PLTR
$560M
132 positions
#12SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$WFC$PLTR$ABT
$1.5B
160 positions
#13Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$C$WFC$AXP
$213M
71 positions
#14Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$C$WFC$ABT
$181M
81 positions
#15Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$PLTR$C$MS$AXP
$288M
141 positions
#16CERTUITY, LLCActive
Some overlap · 3 shared positions
$C$MS$WFC
$2.0B
674 positions
#17DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$ABT$WFC$C
$530M
92 positions
#18ADAPT Investment Managers SAActive
Some overlap · 4 shared positions
$CRM$PLTR$WFC$C
$12.6B
133 positions
#19Bayesian Capital Management, LPPassive
Some overlap · 4 shared positions
$WFC$C$PLTR$AXP
$156M
223 positions
#20SMART Wealth LLCPassive
Some overlap · 4 shared positions
$WDC$C$MS$PSLV
$464M
222 positions
#21Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$C$AXP
$222M
88 positions
#22Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$MS$AXP$WFC$PLTR
$248M
55 positions
#23Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CRM$WFC$AXP
$236M
52 positions
#24Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$MS$WDC$C
$187M
50 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$MS$ABT
$297M
103 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.