13F Pro

Hedge Funds Similar to WALLER FINANCIAL PLANNING GROUP

13F Portfolio OverlapQ2 2026WALLER FINANCIAL PLANNING GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WALLER FINANCIAL PLANNING GROUP, INC is an institutional investor managing $486M across 78 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 WALLER FINANCIAL PLANNING GROUP are American National Bank of Texas, Walsh & Associates, Prentice Wealth, with shared positions in $STT, $DOV, $PM, $WFC, $NOC, $UPS. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$DOV$PM
$110M
56 positions
#2Walsh & Associates, LLCActive
Notable overlap · 3 shared positions
$STT$PM$WFC
$122M
245 positions
#3Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$DOV$WFC
$484M
126 positions
#4Ball & Co Wealth Management Inc.Active
Notable overlap · 3 shared positions
$STT$PM$NOC
$141M
74 positions
#5NorthRock Partners, LLCActive
Notable overlap · 3 shared positions
$STT$PM$UPS
$6.9B
680 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$PM$WFC
$3.0B
213 positions
#7Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$WFC$UPS
$853M
164 positions
#8Main Management ETF Advisors, LLCSmart money
Some overlap · 3 shared positions
$STT$VRT$ADSK
$3.3B
103 positions
#9Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$MRSH$PM
$394M
99 positions
#10Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$UPS$STT$DOV$PM
$166M
570 positions
#11Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$PM$VRT
$251M
74 positions
#12Global Trust Wealth Management LLCPassive
Some overlap · 3 shared positions
$STT$UPS$NOC
$145M
75 positions
#13Vermillion & White Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$UPS$PM$DOV
$198M
69 positions
#14BBR PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$UPS$PM$DOV
$2.1B
250 positions
#15LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$STT$INTU$VRT
$218M
155 positions
#16Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$NOC$PM
$522M
147 positions
#17CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$UPS$INTU$SYK$WFC
$3.1B
340 positions
#18GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$UPS$SYK
$1.2B
383 positions
#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$SYK$WFC
$1.3B
99 positions
#20Trask Adam Roland
Some overlap · 3 shared positions
$UPS$SYK$WFC
$106M
190 positions
#21Richmond Brothers, Inc.Passive
Some overlap · 4 shared positions
$STT$PM$INTU$WFC
$192M
96 positions
#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$UPS$STT$PM$WFC
$1.5B
184 positions
#23Burnham & Co LLCPassive
Some overlap · 3 shared positions
$UPS$SYK$WFC
$124M
197 positions
#24Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$UPS$MRSH$INTU$WFC
$312M
102 positions
#25TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$PM$DOV
$686M
151 positions

Compare WALLER FINANCIAL PLANNING GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WALLER FINANCIAL PLANNING GROUP’s holdings

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.