What hedge funds are most similar to Boyce & Associates Wealth Consulting, Inc.?

The funds with the most similar 13F portfolios to Boyce & Associates Wealth Consulting, Inc. are Exit Wealth Advisors,, Broussard Financial Group, WJ Interests,, 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 Boyce & Associates Wealth Consulting,

13F Portfolio OverlapQ1 2026Boyce & Associates Wealth Consulting, portfolio →

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Most similar hedge funds by 13F overlap

Boyce & Associates Wealth Consulting, Inc. is an institutional investor managing $132M across 80 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 Boyce & Associates Wealth Consulting, are Exit Wealth Advisors,, Broussard Financial Group, WJ Interests,, with shared positions in $WT, $IAU, $ALPS, $SLV, $DOV, $AMN. The full ranking of 25 similar funds is below.

#1Exit Wealth Advisors, LLC.Active

Substantial overlap · 4 shared positions

$WT $IAU $ALPS $SLV

$195M

131 positions

#2Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $IAU $SLV

$125M

29 positions

#3WJ Interests, LLCSmart money

Substantial overlap · 3 shared positions

$WT $DOV $AMN

$260M

20 positions

#4IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $AGQ $SHW

$446M

95 positions

#5Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $AMN $GLDM

$220M

273 positions

#6MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 5 shared positions

$WT $IAU $AGQ $SLV $SHW

$147M

52 positions

#7TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $IAU $SLV

$163M

795 positions

#8Global View Capital Management LLCActive

Substantial overlap · 4 shared positions

$WT $AGQ $SLV $GLDM

$377M

140 positions

#9Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $AGQ $SLV

$126M

67 positions

#10Lee-Kelleher Wealth ManagementSmart money

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$168M

41 positions

#11Etesian Wealth Advisors, Inc.Passive

Substantial overlap · 4 shared positions

$WT $FCFS $AMN $DOV

$313M

138 positions

#12Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $ALPS $AGQ

$122M

348 positions

#13Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $ALPS $SHW

$331M

76 positions

#14Wealthcare Capital Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $GLDM $ALPS $AGQ $SLV

$213M

153 positions

#15MOR Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$WT $TECK $AMN

$218M

103 positions

#16Systelligence, LLCPassive

Substantial overlap · 4 shared positions

$WT $IAU $DOV $FSCO

$514M

56 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 5 shared positions

$WT $IAU $ALPS $SLV $SHW

$149M

96 positions

#18MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $ALPS $PM

$1.3B

143 positions

#19Avant Capital LLCPassive

Substantial overlap · 3 shared positions

$WT $ALPS $AGQ

$142M

76 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $DOV

$90M

65 positions

#21Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $DOV $PM

$89M

81 positions

#22Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AGQ $SLV $SHW

$153M

96 positions

#23Haven Private, LLCPassive

Notable overlap · 4 shared positions

$WT $TECK $ALPS $AMN

$230M

166 positions

#24Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $GLDM $AGQ $SLV

$597M

251 positions

#25Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $AMN

$293M

107 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.