13F Pro

Hedge Funds Similar to WealthPLAN Partners

13F Portfolio OverlapQ2 2026WealthPLAN Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WealthPLAN Partners, LLC is an institutional investor managing $523M across 227 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 WealthPLAN Partners are Deane Retirement Strategies, PRING TURNER GROUP, AMES NATIONAL, with shared positions in $UNP, $MCK, $TXN, $CASY, $DE, $BAH. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$UNP$MCK$TXN
$236M
52 positions
#2PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$UNP$MCK$TXN
$175M
73 positions
#3AMES NATIONAL CORPSmart money
Some overlap · 3 shared positions
$UNP$CASY$DE
$182M
69 positions
#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UNP$MCK$DE
$760M
229 positions
#5MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$BAH$MCK$UNP$TXN
$350M
708 positions
#6Morey & Quinn Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$DE$LECO
$155M
143 positions
#7WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$UNP$DE$MO
$97M
110 positions
#8COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$DE$MO
$166M
88 positions
#9BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$UNP$DE$TXN
$3.3B
116 positions
#10Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$UNP$DE$TXN
$1.3B
62 positions
#11New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$UNP$DE$TXN
$268M
50 positions
#12SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$BAH$UNP$DE$NUE
$248M
141 positions
#13Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$UNP$MO$NUE
$259M
124 positions
#14Community Bank of RaymoreActive
Some overlap · 3 shared positions
$UNP$NUE$TXN
$170M
76 positions
#15Slate Path Capital LPActive
Some overlap · 3 shared positions
$UNP$NUE$TXN
$7.2B
40 positions
#16Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$CASY$UNP$DE$TXN
$421M
225 positions
#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CASY$MCK$DE$TXN
$1.0B
154 positions
#18SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 3 shared positions
$UNP$BAH$NUE
$169M
104 positions
#19Legacy Private Trust Co.Active
Some overlap · 3 shared positions
$UNP$MCK$TXN
$1.8B
266 positions
#20Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$TXN$MSM
$272M
72 positions
#21Exchange BankPassive
Some overlap · 3 shared positions
$UNP$MO$TXN
$161M
130 positions
#22Stolper CoPassive
Some overlap · 3 shared positions
$UNP$MO$TXN
$387M
91 positions
#23BOWEN HANES & CO INCActive
Slight overlap · 3 shared positions
$UNP$DE$TXN
$4.1B
151 positions
#24SPRENG CAPITAL MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$UNP$DE$MO
$275M
77 positions
#25Myriad Asset Management US LPActive
Slight overlap · 3 shared positions
$UNP$DE$NUE
$72M
52 positions

Compare WealthPLAN Partners’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 WealthPLAN Partners’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.