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Hedge Funds Similar to Vertex Planning Partners

13F Portfolio OverlapQ2 2026Vertex Planning Partners portfolio →
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Most similar hedge funds by 13F overlap

Vertex Planning Partners, LLC is an institutional investor managing $673M across 158 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 Vertex Planning Partners are Genus, VAUGHAN & SECURITIES, LETKO, BROSSEAU & ASSOCIATES, with shared positions in $BMO, $AMGN, $VZ, $CAH, $BX, $STT. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$BMO$AMGN$VZ$CAH
$1.0B
204 positions
#2VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$BMO$VZ$BX
$213M
61 positions
#3LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 3 shared positions
$BMO$VZ$STT
$6.8B
112 positions
#4Value Partners Investments Inc.Active
Some overlap · 3 shared positions
$BMO$VZ$ACN
$1.4B
103 positions
#5American National Bank of TexasActive
Some overlap · 5 shared positions
$GLDM$MDY$ABT$AMGN$STT
$109M
52 positions
#6Churchill Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$GLDM$CME$MDY$AMGN
$511M
127 positions
#7Mission Creek Capital Partners, Inc.Passive
Slight overlap · 4 shared positions
$GLDM$CME$AMGN$NEE
$569M
231 positions
#8RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 5 shared positions
$GLDM$MDY$AMGN$STT$NEE
$581M
172 positions
#9Henderson Brothers Financial Partners, LLCActive
Slight overlap · 5 shared positions
$GLDM$MDY$VZ$MCK$NEE
$211M
77 positions
#10Tennessee Valley Asset Management PartnersActive
Slight overlap · 3 shared positions
$GLDM$ABT$MDY
$907M
207 positions
#11KRAEMATON INVESTMENT ADVISORS, INCPassive
Slight overlap · 4 shared positions
$GLDM$ABT$ISRG$VZ
$134M
103 positions
#12Parcion Private Wealth LLCPassive
Slight overlap · 4 shared positions
$GLDM$CME$AMGN$STT
$1.8B
529 positions
#13Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$GLDM$CME$BX
$412M
181 positions
#14FORONJY FINANCIAL LLCActive
Slight overlap · 5 shared positions
$GLDM$AMGN$ISRG$MCK$STT
$285M
113 positions
#15Brindle & Bay Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$GLDM$CME$VZ$ACN$MO
$268M
102 positions
#16OakTrust Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$CME$AMGN
$116M
69 positions
#17ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 4 shared positions
$GLDM$MDY$BX$STT
$709M
91 positions
#18OxenFree Capital LLCActive
Slight overlap · 4 shared positions
$GLDM$MDY$MCK$NEE
$231M
57 positions
#19CacheTech Inc.Passive
Slight overlap · 5 shared positions
$GLDM$CME$ISRG$SNDK$STT
$618M
169 positions
#20Capital Planning Advisors, LLC
Slight overlap · 4 shared positions
$GLDM$ABT$BX$NEE
$692M
146 positions
#21Apeiron RIA LLCActive
Slight overlap · 3 shared positions
$GLDM$MDY$AMGN
$440M
136 positions
#22LANDAAS & CO /WI /ADVSmart money
Slight overlap · 4 shared positions
$BMO$ABT$AMGN$NEE
$550M
149 positions
#23CONTINUUM WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$GLDM$MDY$BMO
$307M
77 positions
#24Financial Network Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$GLDM$ABT$VZ$STT
$99M
858 positions
#25Purus Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$GLDM$AMGN$ISRG$SNDK
$366M
170 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.