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 Stack Financial ,, Landmark Wealth ,, IAM Advisory,, 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 OverlapQ1 2026Deane Retirement Strategies, portfolio →

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Most similar hedge funds by 13F overlap

Deane Retirement Strategies, Inc. is an institutional investor managing $236M across 52 U.S. equity positions as of Q1 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 Stack Financial ,, Landmark Wealth ,, IAM Advisory,, with shared positions in $AGQ, $EOG, $LMT, $PCAR, $TXN, $INTC. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 4 shared positions

$AGQ $EOG $LMT $PCAR

$1.4B

52 positions

#2Landmark Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$AGQ $TXN $INTC $LMT

$373M

148 positions

#3IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$AGQ $LMT $TXN

$446M

95 positions

#4MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$AGQ $SAN $IAU

$147M

52 positions

#5Three Seasons Wealth, LLCPassive

Notable overlap · 4 shared positions

$AGQ $CRM $NOW $INTC

$262M

187 positions

#6Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$AGQ $CRM $LMT

$52M

66 positions

#7CPR Investments Inc.Active

Notable overlap · 3 shared positions

$AGQ $IAU $LMT

$150M

51 positions

#8Larry Mathis Financial Planning, LLCPassive

Notable overlap · 4 shared positions

$AGQ $LMT $SAN $NEM

$112M

156 positions

#9Pacific Wealth Strategies Group, Inc.Active

Notable overlap · 3 shared positions

$AGQ $NOW $LMT

$160M

62 positions

#10Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$AGQ $SAN $EOG $GLDM $SE

$377M

140 positions

#11Dale Q Rice Investment Management LtdActive

Notable overlap · 3 shared positions

$AGQ $EOG $INTC

$132M

68 positions

#12PMV Capital Advisers, LLCActive

Notable overlap · 4 shared positions

$AGQ $TXN $ADBE $VLO

$59M

119 positions

#13ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$AGQ $NEM $TME

$237M

89 positions

#14Alphadyne Asset Management LPPassive

Notable overlap · 6 shared positions

$CF $ADBE $CRM $TXN $LMT $NOW

$5.8B

876 positions

#15WealthCare Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$IAU $SAN $CRM $NOW $SE

$360M

191 positions

#16Mowery & Schoenfeld Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$AGQ $LIN $LOW

$65M

357 positions

#17MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SAN $IAU $VLO $LMT $TJX $ORLY

$567M

136 positions

#18MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$AGQ $INTC $VLO $DOW $GLDM

$121M

61 positions

#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$AGQ $IAU $VLO

$697M

218 positions

#20Ipsen Advisor Group LLCPassive

Notable overlap · 6 shared positions

$AGQ $IAU $NOW $LMT $TXN $EOG

$143M

104 positions

#21Clearstead Trust, LLCPassive

Notable overlap · 4 shared positions

$AGQ $LIN $IAU $TJX

$613M

981 positions

#22Summit Financial Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AGQ $VLO $LMT

$705M

193 positions

#23Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$LMT $VLO $CRM $INTC $LOW

$497M

45 positions

#24Wills Financial Group LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $CF

$265M

75 positions

#25Collar Capital Management, LLCPassive

Notable overlap · 4 shared positions

$DOW $INTC $CRM $ADBE

$155M

72 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.