What hedge funds are most similar to STRATEGIC PLANNING GROUP, LLC?

The funds with the most similar 13F portfolios to STRATEGIC PLANNING GROUP, LLC are CIM, Freedom Day Solutions, Smith Group Asset, 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 STRATEGIC PLANNING GROUP

13F Portfolio OverlapQ2 2026STRATEGIC PLANNING GROUP portfolio →

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Most similar hedge funds by 13F overlap

STRATEGIC PLANNING GROUP, LLC is an institutional investor managing $918M across 75 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 STRATEGIC PLANNING GROUP are CIM, Freedom Day Solutions, Smith Group Asset, with shared positions in $ANET, $PGR, $ASML, $CTAS, $STRL, $CBOE. The full ranking of 25 similar funds is below.

#1CIM, LLCPassive

Notable overlap · 9 shared positions

$ANET $PGR $ASML $CTAS $STRL $CBOE

$773M

171 positions

#2Freedom Day Solutions, LLCActive

Notable overlap · 9 shared positions

$FIX $ASML $HEI $CTAS $LIN $MS

$452M

134 positions

#3Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$FIX $ANET $CBOE $TJX $VEEV

$2.5B

166 positions

#4DJE Kapital AGActive

Notable overlap · 6 shared positions

$ASML $MS $LIN $ANET $TJX $NEM

$5.3B

124 positions

#5Eurizon SLJ Capital LtdPassive

Notable overlap · 7 shared positions

$ANET $TJX $FIX $VRTX $CTAS $CBOE

$271M

172 positions

#6Alaethes Wealth, LLCPassive

Notable overlap · 5 shared positions

$ANET $ASML $MS $CBOE $VRTX

$345M

111 positions

#7Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$ANET $ASML $TJX $LIN $VRTX $ETN

$115M

89 positions

#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$LIN $ANET $TJX $MS $VEEV $INTU

$499M

73 positions

#9SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$ANET $CBOE $TJX $CTAS $ETN

$125M

51 positions

#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$ANET $STRL $TJX $NEM $VRTX

$218M

80 positions

#11PITTENGER & ANDERSON INCPassive

Notable overlap · 6 shared positions

$MS $ASML $CTAS $TJX $ISRG $ETN

$2.8B

507 positions

#12Hedeker Wealth, LLCPassive

Notable overlap · 4 shared positions

$FIX $ASML $MS $VRTX

$524M

92 positions

#13NZS Capital, LLCActive

Notable overlap · 5 shared positions

$PGR $HEI $LIN $TT $ISRG

$3.9B

61 positions

#14AMJ Financial Wealth ManagementActive

Some overlap · 6 shared positions

$ANET $TJX $NEM $HEI $TT $ETN

$424M

86 positions

#15Peterson Wealth ServicesPassive

Some overlap · 4 shared positions

$FIX $ASML $STRL $ETN

$459M

245 positions

#16Front Row Advisors LLCPassive

Some overlap · 6 shared positions

$ASML $TJX $ANET $TT $ETN $ISRG

$345M

576 positions

#17MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$ANET $ASML $FIX $TT $ETN

$582M

170 positions

#18Bensler, LLCPassive

Some overlap · 6 shared positions

$PGR $STRL $ANET $FIX $ASML $VRTX

$1.1B

198 positions

#19SHAKER INVESTMENTS LLC/OHPassive

Some overlap · 6 shared positions

$ANET $FIX $MS $ETN $ASML $STRL

$278M

87 positions

#20FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 5 shared positions

$ASML $LIN $PGR $TJX $ISRG

$1.7B

208 positions

#21Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$MS $LIN $CBOE $TJX $TT

$253M

63 positions

#22RDA Financial NetworkPassive

Some overlap · 6 shared positions

$ASML $ANET $VRTX $ISRG $TJX $PGR

$459M

286 positions

#23TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$ASML $TJX $LIN $TT $VRTX $ETN

$3.3B

230 positions

#24BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 6 shared positions

$MS $TJX $ANET $VRTX $ETN $ISRG

$2.7B

812 positions

#25NIXON PEABODY TRUST COActive

Some overlap · 5 shared positions

$ASML $MS $TJX $ANET $ETN

$1.4B

177 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.