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Hedge Funds Similar to Wrenne Financial Planning

13F Portfolio OverlapQ2 2026Wrenne Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Wrenne Financial Planning LLC is an institutional investor managing $296M across 60 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 Wrenne Financial Planning are Kennon-Green & Company, GQG Partners, Investmark Advisory Group, with shared positions in $PM, $BTI, $MO, $LMT, $NOC, $AJG. The full ranking of 25 similar funds is below.

#1Kennon-Green & Company, LLCActive
Notable overlap · 3 shared positions
$PM$BTI$MO
$131M
42 positions
#2GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$BTI$MO
$53.8B
102 positions
#3Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$PM$MO$LMT
$263M
148 positions
#4O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$PM$MO$LMT$NOC
$125M
61 positions
#5Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$BTI
$227M
54 positions
#6SIMA Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$PM$MO$BTI
$143M
138 positions
#7Keystone Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$BTI$MO$PM$LMT
$404M
39 positions
#8AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$PM$BTI$MO
$745M
184 positions
#9Altrius Capital Management IncPassive
Notable overlap · 4 shared positions
$BTI$PM$MO$LMT
$526M
89 positions
#10RBO & CO LLCActive
Notable overlap · 3 shared positions
$PM$LMT$MO
$628M
56 positions
#11TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$BTI$MO
$798M
187 positions
#12ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$PM$NOC$LMT
$245M
36 positions
#13Orca Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$BTI$LMT
$168M
84 positions
#14Guilbault Capital LLCActive
Some overlap · 4 shared positions
$NOC$PM$MO$BTI
$100M
73 positions
#15BCWM, LLCPassive
Some overlap · 3 shared positions
$NOC$MO$LMT
$342M
57 positions
#16OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$PM$BTI$MO
$560M
136 positions
#17Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$263M
373 positions
#18Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$312M
103 positions
#19Fortune Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$PM$NOC$LMT
$234M
163 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$504M
136 positions
#21Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$LMT$BTI
$185M
877 positions
#22AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$BTI
$546M
122 positions
#23Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$PM$BTI$MO$LMT
$259M
118 positions
#24STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$LMT$PM$AJG$MO
$650M
262 positions
#25Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$PM$MO$NOC
$367M
116 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.