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Hedge Funds Similar to BOS Asset

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BOS Asset are LifePlan Financial, EQUITY INVESTMENT, Cadence Wealth, with shared positions in $USB, $VZ, $GD, $CL, $DVN, $B. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$USB$VZ$GD$CL
$143M
89 positions
#2EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$USB$DVN$VZ
$5.2B
76 positions
#3Cadence Wealth Management LLCActive
Some overlap · 5 shared positions
$B$DVN$CEF$SLV$ES
$223M
63 positions
#4Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$USB$VZ$CL
$388M
39 positions
#5CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$USB$VZ$ASML
$1.6B
85 positions
#6Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$USB$VZ$GD$CL
$159M
62 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$USB$DVN$GD
$214M
33 positions
#8Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$SGOL$VZ$ASML
$1.2B
319 positions
#9Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$USB$KLAC$VZ$CL
$1.0B
204 positions
#10Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$USB$VZ$ASML
$968M
178 positions
#11PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$USB$GD$ASML
$836M
93 positions
#12Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$USB$KLAC$ASML
$44.4B
663 positions
#13PCB Capital LLCPassive
Some overlap · 3 shared positions
$KLAC$USB$VZ
$82M
114 positions
#14Bestgate Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$USB$VZ$ASML
$63M
45 positions
#151834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$DVN$USB$VZ$ES
$883M
211 positions
#16EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$B$KLAC$ASML
$369M
77 positions
#17Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$VZ$GD
$47.7B
212 positions
#18Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$KLAC$B$ASML
$542M
162 positions
#19Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$USB$GD
$398M
113 positions
#20Thomasville National BankPassive
Some overlap · 3 shared positions
$USB$GD$ASML
$1.8B
241 positions
#21REIK & CO., LLCSmart money
Some overlap · 3 shared positions
$USB$CL$VZ
$384M
60 positions
#22Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$KLAC$SGOL$ASML
$147M
97 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$USB$KLAC$GD$CL
$1.1B
204 positions
#24Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$KLAC$SGOL$CEF
$421M
459 positions
#25SCHULHOFF & CO INCPassive
Some overlap · 3 shared positions
$USB$GD$VZ
$249M
134 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.