What hedge funds are most similar to Optimist Retirement Group LLC?

The funds with the most similar 13F portfolios to Optimist Retirement Group LLC are FINANCIAL GROUP \\ /ADV, Carolina Wealth Advisors,, Altrius, 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 Optimist Retirement Group

13F Portfolio OverlapQ1 2026Optimist Retirement Group portfolio →

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Most similar hedge funds by 13F overlap

Optimist Retirement Group LLC is an institutional investor managing $227M across 113 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 Optimist Retirement Group are FINANCIAL GROUP \\ /ADV, Carolina Wealth Advisors,, Altrius, with shared positions in $GMM, $VZ, $LMT, $GILD, $NVS, $IBM. The full ranking of 25 similar funds is below.

#1CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Notable overlap · 11 shared positions

$GMM $VZ $LMT $GILD $NVS $IBM

$182M

106 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$VZ $GILD $BMY $LMT $BBY $IBM

$240M

278 positions

#3Altrius Capital Management IncPassive

Notable overlap · 9 shared positions

$VZ $GSK $GILD $LMT $PFE $NVS

$503M

87 positions

#4Keystone Financial Planning, Inc.Smart money

Notable overlap · 11 shared positions

$VZ $BMY $PFE $BTI $PM $MO

$374M

40 positions

#5Gilman Hill Asset Management, LLCPassive

Notable overlap · 8 shared positions

$VZ $BMY $PFE $BBY $KMB $EPD

$663M

225 positions

#6OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$GILD $BMY $LMT $IBM $PM $HPQ

$193M

108 positions

#7WealthTrust Axiom LLCPassive

Notable overlap · 7 shared positions

$VZ $GILD $BMY $PFE $NVS $IBM

$406M

290 positions

#8Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$VZ $PFE $BTI $EPD $MO $KMB

$891M

88 positions

#9Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 7 shared positions

$VZ $BMY $LMT $BBY $MMM $MCD

$302M

93 positions

#10WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$GSK $GILD $LMT $PFE $NVS $MO

$340M

136 positions

#11KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 8 shared positions

$VZ $PFE $BMY $LMT $GILD $MMM

$188M

174 positions

#12VIKING FUND MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$VZ $BMY $BTI $MO $KMB $PFE

$976M

142 positions

#13MEYER HANDELMAN COActive

Some overlap · 7 shared positions

$VZ $GILD $KMB $IBM $PFE $MCD

$3.2B

220 positions

#14WBI INVESTMENTS, LLCPassive

Some overlap · 7 shared positions

$VZ $PFE $BBY $BMY $HPQ $MO

$362M

275 positions

#15Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$VZ $GILD $BMY $LMT $PFE $MMM

$200M

53 positions

#16O'Domhnaill Enterprises, Inc.Passive

Some overlap · 8 shared positions

$GILD $LMT $KMB $IBM $PM $MO

$124M

55 positions

#17PARK CIRCLE CoActive

Some overlap · 7 shared positions

$VZ $PFE $IBM $PM $MO $WU

$108M

51 positions

#18Inman Jager Wealth Management, LLCPassive

Some overlap · 7 shared positions

$VZ $LMT $IBM $MMM $MCD $PFE

$171M

84 positions

#19Kennon-Green & Company, LLCActive

Some overlap · 7 shared positions

$KMB $BTI $PM $MO $MCD $NVS

$122M

39 positions

#20Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$VZ $BMY $LMT $PFE $KMB $MCD

$199M

40 positions

#21Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$VZ $BMY $PFE $BBY $IBM $MCD

$223M

109 positions

#22FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 6 shared positions

$VZ $GILD $PFE $IBM $MO $MCD

$1.5B

235 positions

#23AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$VZ $GILD $PFE $BBY $IBM $MO

$160M

137 positions

#24Welch Group, LLCPassive

Some overlap · 6 shared positions

$VZ $LMT $PFE $KMB $IBM $MCD

$2.7B

310 positions

#25Slocum, Gordon & Co LLPPassive

Some overlap · 7 shared positions

$VZ $LMT $PFE $IBM $MCD $UL

$147M

64 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.