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Hedge Funds Similar to Retirement Planning of New England,

13F Portfolio OverlapQ1 2026Retirement Planning of New England, portfolio →
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Most similar hedge funds by 13F overlap

Retirement Planning Co of New England, Inc. is an institutional investor managing $246M across 248 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 Retirement Planning of New England, are Bedell Frazier Investment Counselling,, PRING TURNER GROUP, Spectrum Financial Alliance Ltd, with shared positions in $AGQ, $ETN, $BA, $SCHW, $BAC, $FCX. The full ranking of 25 similar funds is below.

#1Bedell Frazier Investment Counselling, LLCPassive
Notable overlap · 7 shared positions
$AGQ$ETN$BA$SCHW$BAC$FCX
$495M
128 positions
#2PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 6 shared positions
$AGQ$ETN$KMI$SCHW$BAC$WFC
$166M
72 positions
#3Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$AGQ$BA$SCHW$BAC
$520M
30 positions
#4Larry Mathis Financial Planning, LLCPassive
Some overlap · 6 shared positions
$AGQ$BAC$SCHW$GILD$MCD$WFC
$112M
156 positions
#5TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$BA$ETN$SCHW$CVS$BABA
$200M
110 positions
#6Mystic Asset Management, Inc.Passive
Some overlap · 6 shared positions
$ETN$BA$BAC$KMI$ZVRA$MCD
$431M
218 positions
#7DCM Advisors, LLCActive
Some overlap · 7 shared positions
$BA$BAC$PM$CVS$MS$MCD
$220M
38 positions
#8RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BA$ETN$BAC$FCX$MCD
$3.7B
111 positions
#9HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$BA$KMI$SCHW$BAC$MCD
$122M
75 positions
#10MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AGQ$BA$KMI
$121M
61 positions
#11October Effect LtdPassive
Some overlap · 5 shared positions
$AGQ$BA$GILD$MAR$PM
$87M
64 positions
#12Oliver Luxxe Assets LLCPassive
Some overlap · 7 shared positions
$PM$SCHW$CVS$FCX$GILD$MS
$668M
200 positions
#13Pitti Group Wealth Management, LLCActive
Some overlap · 4 shared positions
$AGQ$BA$BAC$MAR
$123M
81 positions
#14High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AGQ$BAC$PM$GILD$WFC$MAR
$104M
250 positions
#15Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$ETN$KMI$SCHW$MS$MCD$MAR
$958M
176 positions
#16Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AGQ$SCHW$ETN$MCD
$351M
95 positions
#17Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$AGQ$KMI$BABA$SCHW
$158M
103 positions
#18CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 4 shared positions
$BA$ETN$SCHW$PM
$1.0B
96 positions
#19Landmark Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AGQ$BAC$FCX$WFC$SCHW
$373M
148 positions
#20Hedges Asset Management LLC
Some overlap · 3 shared positions
$AGQ$BA$WFC
$142M
108 positions
#21VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AGQ$BAC$SCHW$BA
$180M
159 positions
#22Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$AGQ$SCHW$BAC$FCX
$105M
56 positions
#23Pingora Partners LLCActive
Some overlap · 5 shared positions
$BA$KMI$BABA$FCX$MCD
$169M
186 positions
#24United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$KMI$SCHW$ETN$BAC$PM
$1.3B
257 positions
#25BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BA$ETN$BAC$FCX
$578M
108 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.