What hedge funds are most similar to Commonwealth Retirement Investments LLC?

The funds with the most similar 13F portfolios to Commonwealth Retirement Investments LLC are FCF Advisors, Rayburn West Financial Services, Miramar ,, 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 Commonwealth Retirement Investments

13F Portfolio OverlapQ1 2026Commonwealth Retirement Investments portfolio →

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Most similar hedge funds by 13F overlap

Commonwealth Retirement Investments LLC is an institutional investor managing $323M across 122 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 Commonwealth Retirement Investments are FCF Advisors, Rayburn West Financial Services, Miramar ,, with shared positions in $MO, $LMT, $LRCX, $BMY, $CF, $UPS. The full ranking of 25 similar funds is below.

#1FCF Advisors LLCPassive

Notable overlap · 5 shared positions

$MO $LMT $LRCX $BMY $CF

$444M

52 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $MO $UPS $AMGN $ABT $HSY

$170M

82 positions

#3Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$LMT $OKE $BMY $ABT $HSY $FAST

$449M

56 positions

#4Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$OKE $MO $LMT $AMGN $UPS $MET

$1.3B

138 positions

#5Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $BMY $AMGN $LMT $LRCX $TROW

$240M

278 positions

#6Kerusso Capital Management LLCPassive

Notable overlap · 7 shared positions

$LMT $BMY $AMGN $TJX $TROW $CF

$200M

53 positions

#7RNC CAPITAL MANAGEMENT LLC

Notable overlap · 5 shared positions

$MO $LMT $UPS $BMY $MTB

$2.2B

173 positions

#8Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$LMT $AMAT $UPS $AMGN $HSY

$184M

32 positions

#9MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$OKE $BMY $AMAT $LEN $LRCX $MO

$543M

235 positions

#10Northwest Bancshares, Inc.Active

Some overlap · 5 shared positions

$LRCX $AMAT $LMT $ALL $COP

$502M

168 positions

#11BCWM, LLCPassive

Some overlap · 4 shared positions

$LMT $MO $UPS $BMY

$353M

57 positions

#12GKV Capital Management Co., Inc.Passive

Some overlap · 6 shared positions

$OKE $AMGN $TJX $AMAT $UNH $TSCO

$201M

165 positions

#13Rench Wealth Management, Inc.Active

Some overlap · 6 shared positions

$LRCX $AMAT $UNH $UPS $ABT $FAST

$332M

62 positions

#14Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$OKE $UPS $BMY $AMGN $LEN

$223M

109 positions

#15EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$LMT $BMY $AMGN $UNH $ABT $COP

$1.4B

56 positions

#16Fortune Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$AMAT $MO $LMT $TJX $ABT $TSCO

$196M

148 positions

#17Paradiem, LLCPassive

Some overlap · 5 shared positions

$LMT $LRCX $ABT $FAST $OKE

$454M

70 positions

#18Glass Wealth Management Co LLCPassive

Some overlap · 4 shared positions

$LMT $LRCX $AMAT $NEM

$258M

67 positions

#19PENN DAVIS MCFARLAND INCActive

Some overlap · 6 shared positions

$LMT $BMY $UNH $AMGN $UPS $ABT

$1.0B

75 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$LMT $OKE $UPS

$220M

148 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$MO $LMT $AMGN $BMY $HSY

$480M

133 positions

#22MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 6 shared positions

$MO $AMAT $NEM $MTB $COP $HSY

$176M

81 positions

#23Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$LMT $UPS $MO $UNH $ABT $COP

$139M

62 positions

#24RE ADVISERS CORPActive

Some overlap · 6 shared positions

$LRCX $TJX $ALL $UNH $ABT $COP

$3.7B

111 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$LMT $BMY $ABT $LEN $MTB $HSY

$2.3B

264 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.