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Hedge Funds Similar to Retirement Planning of New England

13F Portfolio OverlapQ3 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 $263M across 256 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 Retirement Planning of New England are Beech Hill Advisors, ARS Investment Partners, Mystic Asset, with shared positions in $BA, $ETN, $BX, $FCX, $ZVRA, $KMI. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$ETN$BX$FCX
$226M
97 positions
#2ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$BA$ETN$BX$FCX
$2.3B
181 positions
#3Mystic Asset Management, Inc.Passive
Some overlap · 6 shared positions
$ETN$ZVRA$BA$KMI$CVS$MS
$451M
214 positions
#4DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 5 shared positions
$ETN$CVS$BA$PM$QCOM
$2.4B
122 positions
#5Lipe & DaltonPassive
Some overlap · 4 shared positions
$BA$ETN$CVS$MS
$216M
94 positions
#6Parrish Capital LLCPassive
Some overlap · 5 shared positions
$ETN$BX$PM$QCOM$GILD
$103M
84 positions
#7Americana Partners, LLCPassive
Some overlap · 5 shared positions
$ETN$BA$KMI$PM$IRM
$4.4B
596 positions
#8R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$KMI$QCOM$PM
$188M
39 positions
#9Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$BX$CVS$QCOM$MS$WFC$GILD
$267M
114 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$ETN$BA$CVS$BABA
$226M
113 positions
#11Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$CVS$PM$FCX$MS$WFC$GILD
$638M
194 positions
#12CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$BX$CVS$MS
$1.9B
79 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETN$BA$QCOM$FCX
$696M
113 positions
#14Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$ETN$PM$MS$QCOM$WFC$GILD
$1.3B
98 positions
#15MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$CVS$FCX$BABA
$3.9B
80 positions
#16Advisors Capital Management, LLCPassive
Some overlap · 5 shared positions
$BA$KMI$PM$BX$QCOM
$9.4B
634 positions
#17OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$BA$KMI$QCOM$FISV
$385M
108 positions
#18Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BX$KMI$QCOM$MS$GILD
$202M
58 positions
#19Douglas Lane & Associates, LLCActive
Some overlap · 5 shared positions
$BA$BX$QCOM$FCX$MS
$7.5B
246 positions
#20OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$ETN$BX$KMI$PM
$329M
323 positions
#21Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$BX$BA$KMI$WFC
$233M
81 positions
#22VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$BA$CVS$MS$QCOM
$35.1B
90 positions
#23DCM Advisors, LLCActive
Some overlap · 5 shared positions
$CVS$BA$PM$MS$WFC
$253M
38 positions
#24CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$BA$ETN$BX
$664M
112 positions
#25TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$ETN$PM$QCOM$BX$FCX
$686M
151 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.