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Hedge Funds Similar to Boyd Wealth ,

13F Portfolio OverlapQ1 2026Boyd Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Boyd Wealth Management, LLC is an institutional investor managing $264M across 47 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 Boyd Wealth , are COTTONWOOD ADVISORS,, Verus Financial Partners,, Mustard Seed Financial,, with shared positions in $RBLX, $DE, $EMR, $IBM, $SNOW, $DDOG. The full ranking of 25 similar funds is below.

#1COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$RBLX$DE$EMR$IBM
$142M
86 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$IBM
$1.1B
121 positions
#3Mustard Seed Financial, LLCActive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$COP
$167M
92 positions
#4CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$COP
$156M
80 positions
#5Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$KO
$761M
109 positions
#6PLANNING DIRECTIONS INCActive
Some overlap · 5 shared positions
$SNOW$DDOG$BRZE$DE$COP
$198M
106 positions
#7ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$DDOG$IBM$COP
$353M
75 positions
#8Cranbrook Wealth Management, LLCActive
Some overlap · 5 shared positions
$SNOW$RBLX$DDOG$IBM$DE
$492M
385 positions
#9ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$SNOW$DDOG$IBM$KO
$282M
95 positions
#10CONQUIS FINANCIAL LLCSmart money
Some overlap · 3 shared positions
$SNOW$DDOG$BRZE
$121M
54 positions
#11Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$DE
$313M
119 positions
#12Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$DDOG$IBM
$337M
50 positions
#13LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$SNOW$DDOG$COP
$175M
112 positions
#14MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$DDOG$COP
$10.0B
1,896 positions
#15C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SNOW$DDOG$COP
$214M
483 positions
#16Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$DE$RBLX
$278M
160 positions
#17PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$SNOW$DDOG$KO
$332M
104 positions
#18Retirement Investment Advisors, Inc.Smart money
Some overlap · 5 shared positions
$SNOW$DDOG$BRZE$COP$IBM
$1.2B
67 positions
#19Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$COP
$518M
140 positions
#20GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$RBLX$SNOW$DDOG
$209M
42 positions
#21Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SNOW$DDOG$IBM
$228M
72 positions
#22Optimus Prime Fund Management Co., Ltd.Smart money
Some overlap · 3 shared positions
$SNOW$DDOG$BRZE
$1.0B
27 positions
#23TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$DE$BRZE$COP
$106M
70 positions
#24FC Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$COP
$342M
115 positions
#25Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$SNOW$DE$BRZE
$346M
77 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.