How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to John Boyer

13F Portfolio OverlapQ3 2026John Boyer portfolio →

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Most similar hedge funds by 13F overlap

John Boyer, Inc. is an institutional investor managing $126M across 227 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to John Boyer are PARK CIRCLE, Keystone Financial Planning, Disciplined Equity, with shared positions in $VZ, $MO, $ORI, $PFE, $BEN, $T. The full ranking of 25 similar funds is below.

#1PARK CIRCLE CoActive

Notable overlap · 4 shared positions

$VZ $MO $ORI $PFE

$117M

53 positions

#2Keystone Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$VZ $MO $PFE $BEN $T $LMT

$404M

39 positions

#3Disciplined Equity Management, Inc.Smart money

Notable overlap · 4 shared positions

$MO $VZ $PFE $T

$227M

47 positions

#4Dynamic Financial GroupSmart money

Notable overlap · 4 shared positions

$VZ $PFE $MO $T

$132M

76 positions

#5Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$VZ $MO $D $DUK $PFE $T

$116M

65 positions

#6Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 3 shared positions

$VZ $MO $LMT

$287M

74 positions

#7Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $PFE $DUK $LMT $ED

$199M

38 positions

#8Graver Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$D $MO $DUK

$140M

26 positions

#9Inlight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$VZ $PFE $T

$350M

78 positions

#10Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$MO $D $DUK

$1.2B

127 positions

#11BCWM, LLCPassive

Notable overlap · 6 shared positions

$MO $PFE $VZ $DUK $LMT $T

$342M

57 positions

#12Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$MO $D $T

$182M

43 positions

#13Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$MO $VZ $ED $T

$249M

35 positions

#14Griffith & Werner, Inc.Passive

Notable overlap · 5 shared positions

$VZ $PFE $DUK $LMT $T

$213M

71 positions

#15Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$VZ $DUK $PFE $LMT $T $D

$143M

66 positions

#16Kassira Wealth Management LLCPassive

Notable overlap · 3 shared positions

$D $PFE $DUK

$125M

64 positions

#17Dupree Financial Group, LLCPassive

Notable overlap · 3 shared positions

$VZ $ORI $T

$277M

79 positions

#18GQG Partners LLCActive

Notable overlap · 4 shared positions

$MO $VZ $DUK $T

$53.8B

102 positions

#19Plan Group Financial, LLCPassive

Notable overlap · 6 shared positions

$MO $PFE $D $DUK $VZ $T

$510M

228 positions

#20Koenig Investment Advisory, LLCActive

Notable overlap · 3 shared positions

$VZ $MO $T

$137M

38 positions

#21Optimist Retirement Group LLCActive

Notable overlap · 5 shared positions

$KLAC $MO $VZ $PFE $LMT

$259M

118 positions

#22Strategic Planning, Inc.

Notable overlap · 3 shared positions

$VZ $MO $D

$199M

54 positions

#23FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 3 shared positions

$VZ $PFE $BEN

$939M

56 positions

#24FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 5 shared positions

$MO $DUK $PFE $VZ $T

$1.7B

256 positions

#25TECTONIC ADVISORS LLCPassive

Some overlap · 6 shared positions

$MO $VZ $DUK $PFE $ED $T

$2.2B

277 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.