13F Pro

Hedge Funds Similar to B.O.S.S. Retirement Advisors

13F Portfolio OverlapQ3 2026B.O.S.S. Retirement Advisors portfolio →
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Most similar hedge funds by 13F overlap

B.O.S.S. Retirement Advisors, LLC is an institutional investor managing $347M across 146 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 B.O.S.S. Retirement Advisors are DMKC Advisory Services, Rachor Investment Advisory Services, CULBERTSON A N, with shared positions in $CMI, $BA, $WFC, $ADP, $GLW, $ASML. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$BA$WFC$ADP
$530M
92 positions
#2Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$GLW$BA$ASML
$203M
203 positions
#3CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$CMI$GLW$WFC$ADP
$861M
137 positions
#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$CMI$BA$GLW$SO
$263M
90 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CMI$GLW$ADP$SO
$231M
125 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$CMI$BA$GLW$DELL
$138M
62 positions
#7MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$BA$CMI$SPCX$ASML$DELL
$378M
343 positions
#8ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$CMI$GLW$WFC$ASML
$2.8B
914 positions
#9Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$ASML$ADP$DELL
$710M
193 positions
#10First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$CMI$GLW$WFC
$238M
137 positions
#11Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$CMI$WFC$ASML
$451M
29 positions
#12Peregrine Asset Advisers, Inc.Passive
Some overlap · 4 shared positions
$CMI$BA$SPCX$ASML
$461M
218 positions
#13Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$CMI$GLW$SO
$496M
210 positions
#14Blom & Howell Financial Planning, Inc.Active
Some overlap · 4 shared positions
$CMI$GLW$ASML$DELL
$120M
67 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CMI$WFC$SO
$233M
122 positions
#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 3 shared positions
$CMI$WFC$SO
$460M
220 positions
#17WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$CMI$BA$ASML
$1.3B
73 positions
#18Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$CMI$GLW$WFC
$391M
105 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$CMI$GLW$WFC
$248M
96 positions
#20BANK OF STOCKTONActive
Some overlap · 3 shared positions
$CMI$WFC$ASML
$333M
124 positions
#21Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CMI$ASML$SO
$7.7B
793 positions
#22RATIONAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$BA$MOG-A$WFC$SO
$1.1B
195 positions
#23PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$BA$MOG-A$WFC$SO
$421M
110 positions
#24GARRISON POINT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CMI$GLW$WFC$DELL
$247M
176 positions
#25Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$GLW$SO$DELL
$955M
337 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.