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

13F Portfolio OverlapQ1 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 $328M across 174 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 B.O.S.S. Retirement Advisors, are Juno Financial Group, UNIVEST FINANCIAL, Downshift Financial,, with shared positions in $BRZE, $SE, $CMI, $SHW, $MU, $GLDM. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Some overlap · 3 shared positions
$BRZE$SE$CMI
$255M
70 positions
#2UNIVEST FINANCIAL CorpActive
Some overlap · 3 shared positions
$BRZE$SHW$MU
$1.8B
254 positions
#3Downshift Financial, LLCActive
Some overlap · 3 shared positions
$BRZE$SE$GLDM
$193M
77 positions
#4Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$BRZE$SE$ASML
$291M
125 positions
#5Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$IBM$MU
$149M
37 positions
#6CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BRZE$SE$MU
$324M
77 positions
#7Atlantic Private Wealth, LLCActive
Some overlap · 3 shared positions
$BRZE$SHW$ASML
$153M
315 positions
#8ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BRZE$SHW$WFC
$1.8B
524 positions
#9FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$SE$BA
$133M
121 positions
#10Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$BRZE$WFC$ASML
$394M
513 positions
#11Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$MU$GLDM
$2.9B
367 positions
#12Genesis Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$GLDM$IDXX
$150M
64 positions
#13GREENWOOD GEARHART INCActive
Some overlap · 3 shared positions
$BRZE$WFC$SHW
$1.8B
134 positions
#14Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$BRZE$IBM$MU
$1.9B
187 positions
#15Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$IBM$SHW
$945M
412 positions
#16Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$BRZE$CMI$IDXX
$192M
62 positions
#17Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$BRZE$SE$IBM
$450M
58 positions
#18Global Trust Wealth Management LLCActive
Some overlap · 3 shared positions
$BRZE$IBM$WFC
$132M
83 positions
#19Sunesis Advisors, LLCSmart money
Some overlap · 4 shared positions
$BRZE$SHW$IBM$BA
$221M
59 positions
#20N.E.W. Advisory Services LLCActive
Some overlap · 3 shared positions
$BRZE$IBM$WFC
$1.3B
914 positions
#21TrueNorth, Inc.Passive
Some overlap · 3 shared positions
$BRZE$SE$MU
$1.0B
1,033 positions
#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$BRZE$CMI$SE
$111M
63 positions
#23PROSPERITY BANCSHARES INCPassive
Some overlap · 3 shared positions
$BRZE$IBM$MU
$125M
414 positions
#24McAlister, Sweet & Associates, Inc.Active
Some overlap · 3 shared positions
$BRZE$BA$MU
$161M
32 positions
#253EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$BRZE$SE$GLDM
$2.1B
91 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.