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Hedge Funds Similar to RETIREMENT GUYS FORMULA

13F Portfolio OverlapQ1 2026RETIREMENT GUYS FORMULA portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT GUYS FORMULA LLC is an institutional investor managing $217M across 154 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 GUYS FORMULA are Passumpsic Savings Bank, Ascent Wealth Partners,, Benchmark Investment Advisors, with shared positions in $BRZE, $GEV, $TJX, $COR, $CMI, $CBOE. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank
Notable overlap · 8 shared positions
$BRZE$GEV$TJX$COR$CMI$CBOE
$183M
90 positions
#2Ascent Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$AMAT$CMI$GEV$GILD$APH$PANW
$860M
188 positions
#3Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$AMAT$PANW$ANET$APH$NOW$GEV
$172M
76 positions
#4WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$GEV$TJX$PANW$CMI$ANET
$225M
71 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$AMAT$TJX$PANW$NOW$APH
$1.4B
114 positions
#6SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$AMAT$TJX$CBOE$ANET$APH
$111M
52 positions
#7PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$GEV$TJX$PANW$ANET$MAR
$3.3B
381 positions
#8RBA Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$CBOE$CMI$EOG$MAR
$278M
92 positions
#9RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$AMAT$TJX$ANET$NOW$APH
$2.4B
234 positions
#10NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$GEV$EOG$CMI$GD$APH
$399M
79 positions
#11Longbow Finance SAPassive
Some overlap · 5 shared positions
$TJX$CBOE$GILD$PANW$GEV
$552M
55 positions
#12Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$GILD$PANW$NOW$APH$TJX
$7.0B
103 positions
#13Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$GILD$EOG$CMI$GD
$105M
62 positions
#14Mount Lucas Management LPPassive
Some overlap · 6 shared positions
$COR$NEM$MAR$CBOE$TJX$GD
$271M
165 positions
#15Sageworth Trust Co of South DakotaActive
Some overlap · 5 shared positions
$BRZE$TJX$CMI$COR$GEV
$126M
56 positions
#16Parrish Capital LLCPassive
Some overlap · 4 shared positions
$GILD$GEV$CBOE$PANW
$112M
86 positions
#17Segment Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GEV$EOG$MAR$APH$TJX
$1.7B
309 positions
#18GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 5 shared positions
$GEV$TJX$GILD$ANET$AMAT
$1.5B
69 positions
#19S&T BANK/PAPassive
Some overlap · 4 shared positions
$COR$PANW$BRZE$CMI
$268M
411 positions
#20First Washington CORPActive
Some overlap · 4 shared positions
$BRZE$GEV$CBOE$ANET
$353M
50 positions
#21Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$EOG$PANW$ANET$NOW$AMAT
$134M
80 positions
#22Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$BRZE$TJX$CBOE$PANW
$105M
56 positions
#23MEEDER ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$GD$GILD$TJX$GEV$AMAT$NEM
$1.7B
890 positions
#24Sava Infond d.o.o.Passive
Some overlap · 5 shared positions
$AMAT$PANW$NOW$ANET$NEM
$705M
230 positions
#25FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$AMAT$NEM$CMI$APH$EOG
$399M
173 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.