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 OverlapQ2 2026Optimist Retirement Group portfolio →

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Most similar hedge funds by 13F overlap

Optimist Retirement Group LLC is an institutional investor managing $259M across 118 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 Optimist Retirement Group are FIDUCIENT ADVISORS, Carolina Wealth Advisors, Range Financial Group, with shared positions in $PCAR, $EPD, $BMY, $BBY, $PM, $MO. The full ranking of 25 similar funds is below.

#1FIDUCIENT ADVISORS LLCActive

Substantial overlap · 3 shared positions

$PCAR $EPD $BMY

$698M

153 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 14 shared positions

$BBY $PM $MO $BMY $NVO $FRO

$263M

373 positions

#3Range Financial Group LLCPassive

Notable overlap · 13 shared positions

$QCOM $KMB $PM $MO $VZ $HRB

$361M

207 positions

#4Keystone Financial Planning, Inc.Active

Notable overlap · 11 shared positions

$GSK $PM $BTI $MO $BMY $VZ

$404M

39 positions

#5P.A.W. CAPITAL CORPPassive

Notable overlap · 8 shared positions

$MMM $PM $BMY $MO $VZ $PEP

$133M

66 positions

#6VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$KMB $BMY $PEP $VZ $MO $BTI

$1.1B

141 positions

#7Wolff Financial Management LLCActive

Notable overlap · 10 shared positions

$QCOM $PFE $MO $VZ $MCD $PM

$494M

102 positions

#8InvesTrustPassive

Notable overlap · 8 shared positions

$MMM $PM $BMY $VZ $PEP $MCD

$247M

91 positions

#9Adams Asset Advisors, LLCActive

Notable overlap · 9 shared positions

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

$984M

94 positions

#10Kennon-Green & Company, LLCActive

Notable overlap · 8 shared positions

$PM $BTI $MO $PEP $KMB $MCD

$131M

42 positions

#11Welch Group, LLCPassive

Notable overlap · 7 shared positions

$QCOM $KMB $VZ $PEP $PFE $LMT

$2.9B

326 positions

#12Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$KLAC $EPD $LMT $PEP $MMM $MCD

$398M

113 positions

#13Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$QCOM $GSK $VZ $PEP $PFE $LMT

$968M

178 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$KMB $BMY $VZ $PEP $PFE $LMT

$199M

38 positions

#15Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$KMB $PM $MO $VZ $PEP $MCD

$497M

948 positions

#16Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

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

$327M

94 positions

#17BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$KLAC $QCOM $BTI $LMT $MCD $UL

$405M

98 positions

#18Willis Investment CounselActive

Notable overlap · 8 shared positions

$PEP $PFE $LMT $BHP $MMM $VZ

$2.0B

128 positions

#19PeakShares LLCActive

Notable overlap · 7 shared positions

$KLAC $MO $MMM $VZ $MCD $DELL

$134.4B

122 positions

#20McKinney Capital Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $BBY $MO $HPQ $BMY $VZ

$254M

87 positions

#21Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$GSK $NVS $PM $BTI $MO $LMT

$526M

89 positions

#22Gilman Hill Asset Management, LLCPassive

Notable overlap · 7 shared positions

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

$718M

222 positions

#23EDMP, INC.Passive

Notable overlap · 7 shared positions

$MO $BMY $VZ $EPD $MMM $PEP

$130M

74 positions

#24Arlington Partners LLCActive

Notable overlap · 7 shared positions

$NVO $GSK $BMY $PM $BTI $NVS

$65M

3 positions

#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$KMB $HPQ $BBY $BMY $PM $PFE

$3.3B

229 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.