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 BOS Asset ,

13F Portfolio OverlapQ1 2026BOS Asset , portfolio →

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Most similar hedge funds by 13F overlap

BOS Asset Management, LLC is an institutional investor managing $431M across 204 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 BOS Asset , are Camarda Financial Advisors,, 1 NORTH WEALTH SERVICES, Bulwark, with shared positions in $OKE, $USB, $B, $KLAC, $MAR, $LRCX. The full ranking of 25 similar funds is below.

#1Camarda Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$OKE $USB $B $KLAC $MAR $LRCX

$190M

104 positions

#21 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 4 shared positions

$OKE $USB $JHG $GSAT

$277M

270 positions

#3Bulwark Capital CorpActive

Some overlap · 6 shared positions

$OKE $HUM $JHG $MAR $CEF $VZ

$162M

100 positions

#4LEGACY FINANCIAL GROUP, INC.Active

Some overlap · 4 shared positions

$OKE $SCHW $MAR $VZ

$378M

89 positions

#5TABR Capital Management, LLCActive

Some overlap · 4 shared positions

$OKE $SCHW $MU $LRCX

$109M

54 positions

#6WESPAC Advisors, LLCPassive

Some overlap · 4 shared positions

$OKE $JHG $MU $GSAT

$183M

178 positions

#7MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$OKE $VZ $GSAT $LRCX

$543M

235 positions

#8Curran Financial Partners, LLCActive

Some overlap · 7 shared positions

$OKE $USB $HUM $GSAT $SLV $SCHW

$559M

127 positions

#9Blue Water Asset ManagementActive

Some overlap · 5 shared positions

$OKE $LRCX $SLV $USB $VZ

$289M

103 positions

#10LeClair Wealth Partners LLCPassive

Some overlap · 5 shared positions

$OKE $LRCX $SLV $USB $VZ

$289M

103 positions

#11IAG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$OKE $HUM $SLV $JHG

$896M

509 positions

#12Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$OKE $JHG $GSAT

$145M

98 positions

#13Clearwave Capital, LLCPassive

Some overlap · 3 shared positions

$OKE $MU $VZ

$146M

146 positions

#14Navis Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$OKE $HUM $MU $KLAC $GSAT

$196M

175 positions

#15Kensington Asset Management, LLCSmart money

Some overlap · 3 shared positions

$OKE $JHG $SGOL

$1.9B

41 positions

#16Autumn Glory Partners, LLCPassive

Some overlap · 5 shared positions

$OKE $JHG $VZ $DVN $MAR

$272M

204 positions

#17Sprinkle Financial Consultants LLCPassive

Some overlap · 4 shared positions

$OKE $VZ $SCHW $SLV

$217M

99 positions

#18Crewe Advisors LLCActive

Some overlap · 6 shared positions

$OKE $USB $SCHW $MAR $JHG $HUM

$1.2B

1,038 positions

#19Fulcrum Equity ManagementPassive

Some overlap · 3 shared positions

$OKE $SLV $LRCX

$103M

127 positions

#20MBM WEALTH CONSULTANTS, LLCPassive

Some overlap · 3 shared positions

$OKE $LRCX $SCHW

$436M

387 positions

#21Innovative Wealth Building LLCActive

Some overlap · 3 shared positions

$OKE $MAR $HUM

$142M

70 positions

#22St. James Investment Company, LLCSmart money

Some overlap · 3 shared positions

$OKE $VZ $CEF

$638M

22 positions

#23Peak Planning Group, LLCActive

Some overlap · 3 shared positions

$OKE $KLAC $SCHW

$361M

120 positions

#24Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$OKE $VZ $HUM

$449M

56 positions

#25FINANCIAL CONSULATE, INCActive

Some overlap · 3 shared positions

$OKE $MAR $SCHW

$803M

1,402 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.