What hedge funds are most similar to Deane Retirement Strategies, Inc.?

The funds with the most similar 13F portfolios to Deane Retirement Strategies, Inc. are True Vision MN, SCHARF INVESTMENTS, CAMDEN NATIONAL BANK, based on overlapping conviction holdings in the latest SEC filings.

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 Deane Retirement Strategies

13F Portfolio OverlapQ3 2026Deane Retirement Strategies portfolio →

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Most similar hedge funds by 13F overlap

Deane Retirement Strategies, Inc. is an institutional investor managing $244M across 53 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 Deane Retirement Strategies are True Vision MN, SCHARF INVESTMENTS, CAMDEN NATIONAL BANK, with shared positions in $IAU, $UNP, $CRM, $HCA, $WFC, $MCK. The full ranking of 25 similar funds is below.

#1True Vision MN LLC

Notable overlap · 5 shared positions

$IAU $UNP $CRM $HCA $WFC

$194M

98 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$UNP $MCK $CB $ADBE $ZTS $LIN

$3.0B

79 positions

#3CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$LIN $CB $TXN $IAU $ADBE $ZTS

$767M

184 positions

#4Truffle Hound Capital, LLCActive

Notable overlap · 6 shared positions

$CF $EOG $ADBE $CRM $FDS $NEM

$468M

52 positions

#5PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$UNP $MCK $WFC $AXP $TXN

$175M

73 positions

#6LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $CRM $MDLZ $NOW

$141M

91 positions

#7TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 4 shared positions

$VLO $MCK $HCA $AXP

$217M

114 positions

#8HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$UNP $LIN $EOG $FDS $AXP $TJX

$283M

47 positions

#9Wallington Asset Management, LLCActive

Notable overlap · 4 shared positions

$LIN $IAU $UNP $TJX

$814M

61 positions

#10Hi-Line Capital Management, LLCActive

Notable overlap · 4 shared positions

$ADBE $CF $CB $AXP

$355M

32 positions

#11ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 5 shared positions

$VLO $LIN $EOG $CF $NEM

$857M

50 positions

#12Cushing Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $MDLZ $LIN $CB $IAUM

$163M

113 positions

#13Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$IAU $ADBE $EOG $WFC $NEM

$183M

77 positions

#14Heron Bay Capital ManagementPassive

Notable overlap · 6 shared positions

$MCK $FDS $CRM $TXN $ADBE $ZTS

$1.1B

97 positions

#15EQUITABLE TRUST COPassive

Notable overlap · 3 shared positions

$IAU $HCA $AXP

$2.4B

444 positions

#16North Forty Two & Co.Passive

Notable overlap · 5 shared positions

$IAU $VLO $UNP $WFC $TXN

$121M

106 positions

#17O'Brien Greene & Co. IncPassive

Notable overlap · 3 shared positions

$VLO $UNP $EOG

$362M

141 positions

#18Scissortail Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$UNP $CB $WFC $ZTS $HCA

$520M

106 positions

#19Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 4 shared positions

$IAU $WFC $LIN $MCK

$346M

112 positions

#20Elevated Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $CRM $AXP

$357M

117 positions

#21Galvin, Gaustad & Stein, LLCPassive

Notable overlap · 4 shared positions

$UNP $HCA $WFC $AXP

$1.3B

257 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LIN $NOW $MCK $TXN $AXP $TJX

$360M

73 positions

#23Maj Invest Holding A/SActive

Notable overlap · 6 shared positions

$UNP $HCA $AXP $ZTS $TXN $NEM

$2.2B

40 positions

#24FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $LIN $UNP $TJX

$1.3B

157 positions

#25Ackerman Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $EOG $UNP $TXN

$497M

120 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.