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Hedge Funds Similar to WALLED LAKE PLANNING & WEALTH

13F Portfolio OverlapQ2 2026WALLED LAKE PLANNING & WEALTH portfolio →
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Most similar hedge funds by 13F overlap

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is an institutional investor managing $396M across 142 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 WALLED LAKE PLANNING & WEALTH are Altrius, Keystone Financial Planning, O'Domhnaill Enterprises, with shared positions in $NVS, $GSK, $MO, $GILD, $LMT, $PFE. The full ranking of 25 similar funds is below.

#1Altrius Capital Management IncPassive
Notable overlap · 5 shared positions
$NVS$GSK$MO$GILD$LMT
$526M
89 positions
#2Keystone Financial Planning, Inc.Smart money
Notable overlap · 4 shared positions
$MO$GSK$PFE$LMT
$388M
39 positions
#3O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$MO$LMT$GILD$HII
$125M
61 positions
#4Nexus Investment Management ULCActive
Notable overlap · 5 shared positions
$GILD$DG$PFE$ROST$CSX
$767M
72 positions
#5Franklin, Parlapiano, Turner & Welch, LLCActive
Notable overlap · 4 shared positions
$NVS$HLI$PSA$ACN
$442M
55 positions
#6MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 3 shared positions
$MO$GILD$PFE
$112M
100 positions
#7Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$GSK$NVS$MO$PFE$LMT$HPQ
$259M
118 positions
#8BCWM, LLCPassive
Some overlap · 4 shared positions
$LMT$MO$PFE$ACN
$342M
57 positions
#9Integras Partners LLCPassive
Some overlap · 3 shared positions
$GILD$LMT$ACN
$181M
100 positions
#10RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MO$GILD$LMT$ACN
$2.4B
181 positions
#11First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NVS$LMT$PFE$ACN
$529M
75 positions
#12CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$LMT$NVS$MO$PSA$WFC
$191M
102 positions
#13Kiltearn Partners LLPActive
Some overlap · 3 shared positions
$GILD$DG$G
$412M
29 positions
#14John Boyer, Inc.Smart money
Some overlap · 3 shared positions
$MO$PFE$LMT
$115M
39 positions
#15ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LMT$PSA$PFE$NVS
$205M
60 positions
#16Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$LMT$GILD$MO$ACN
$159M
62 positions
#171834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$MO$DG$PFE$PSA
$883M
211 positions
#18Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$MO$PFE$HPQ
$226M
45 positions
#19ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$HII$GILD$NVS
$58M
79 positions
#20Verity & Verity, LLCActive
Some overlap · 4 shared positions
$GILD$MO$PFE$ACN
$1.5B
138 positions
#21FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 4 shared positions
$DG$GILD$PFE$HPQ
$860M
56 positions
#22Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$LMT$MO$PFE$WFC
$181M
81 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$GSK$LMT$PFE
$968M
178 positions
#24Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$MO$PFE$HPE
$955M
337 positions
#25FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$MO$PFE$GILD
$1.7B
256 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.