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Hedge Funds Similar to Total Wealth Planning

13F Portfolio OverlapQ2 2026Total Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Total Wealth Planning & Management, Inc. is an institutional investor managing $148M across 215 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 Total Wealth Planning are Ranch Advisors, Pacer Advisors, BCGM Wealth, with shared positions in $GILD, $VZ, $PFE, $IP, $C, $CAH. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$GILD$VZ$PFE$IP$C$CAH
$316M
157 positions
#2Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$GILD$VZ$PFE$TMUS$CAH
$39.3B
2,614 positions
#3BCGM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$FDS$GILD$VZ$PFE
$473M
182 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$OMC$IP$C
$229M
166 positions
#5Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$TMUS$VZ$GILD$SCHW$C
$131M
150 positions
#6CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$LNG$DY$NRG
$2.2B
73 positions
#7Integras Partners LLCPassive
Some overlap · 3 shared positions
$LNG$NRG$GILD
$181M
100 positions
#8Capital Innovations LLCPassive
Some overlap · 3 shared positions
$LNG$NRG$DLR
$385M
51 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$LNG$GILD$VZ
$274M
58 positions
#10Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$NRG$GILD$VZ$SCHW
$185M
341 positions
#11THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$LNG$GILD$SCHW
$176M
56 positions
#12FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$GILD$VZ$PFE$C
$1.7B
256 positions
#13Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$GILD$VZ$PFE$C
$213M
71 positions
#14Te Ahumairangi Investment Management LtdActive
Some overlap · 4 shared positions
$VZ$GILD$PFE$C
$620M
86 positions
#15Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$GILD$NRG$SCHW$C
$680M
199 positions
#16Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$GILD$VZ$PFE$CAH
$1.7B
162 positions
#17VISIONARY HORIZONS, LLCActive
Some overlap · 4 shared positions
$VZ$GILD$TMUS$CAH
$239M
145 positions
#18WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 4 shared positions
$NRG$GILD$SCHW$C
$366M
148 positions
#19Volterra Technologies LPPassive
Some overlap · 3 shared positions
$LNG$TMUS$GILD
$694M
303 positions
#20AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$VZ$PFE$OMC$C
$197M
140 positions
#21Shannon River Fund Management LLCActive
Some overlap · 3 shared positions
$KLIC$DY$DLR
$1.1B
37 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$VZ$OMC$IP$C
$1.3B
97 positions
#23PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$VZ$OMC$IP$C
$1.2B
103 positions
#24Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$VZ$WCC$CAH
$238M
149 positions
#25Consolidated Planning CorpActive
Some overlap · 4 shared positions
$VZ$HEI$UNM$CAH
$742M
159 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.