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Hedge Funds Similar to Boyce & Associates Wealth Consulting

13F Portfolio OverlapQ3 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 $165M across 79 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 Boyce & Associates Wealth Consulting are NavPoint Financial, Leonard Rickey Investment Advisors P.L.L.C., FIFTH THIRD SECURITIES, with shared positions in $IAU, $DOV, $GLDM, $PM, $SLV, $AWK. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$GLDM
$283M
75 positions
#2Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$IAU$DOV$PM
$637M
125 positions
#3FIFTH THIRD SECURITIES, INC.Passive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$2.0B
420 positions
#4Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$2.8B
691 positions
#5Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$177M
50 positions
#6Independent Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$SLV
$121M
79 positions
#7MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 3 shared positions
$IAU$DOV$PM
$130M
80 positions
#8Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$3.4B
392 positions
#9Shah Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$PM$AWK
$433M
79 positions
#10Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$PM
$304M
194 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$1.2B
196 positions
#12ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$PM
$326M
102 positions
#13CPR Investments Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$SLV
$134M
64 positions
#14NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$GLDM$SLV
$838M
122 positions
#15MYECFO, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$266M
72 positions
#16Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$PM$SHW
$463M
130 positions
#17RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$PM$SLV
$218M
108 positions
#18Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$PM$SLV
$589M
92 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$PM
$1.2B
127 positions
#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$IAU$PM$SLV
$1.4B
144 positions
#21Red Mountain Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$119M
82 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$SHW
$769M
225 positions
#23Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$IAU$DOV$GLDM
$305M
230 positions
#24C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 4 shared positions
$IAU$DOV$PM$SHW
$2.0B
417 positions
#25Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$DOV$IAU$GLDM$SLV$PM
$166M
570 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.