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Hedge Funds Similar to SECURED RETIREMENT ADVISORS

13F Portfolio OverlapQ2 2026SECURED RETIREMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

SECURED RETIREMENT ADVISORS, LLC is an institutional investor managing $195M across 134 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 SECURED RETIREMENT ADVISORS are Minneapolis Portfolio Group, MATRIX ASSET ADVISORS, OmniStar Financial Group, with shared positions in $GLW, $NEM, $GNRC, $BPOP, $COHR, $LMT. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 7 shared positions
$GLW$NEM$GNRC$BPOP$COHR$LMT
$1.1B
34 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$AEP$LOW$GNRC$ADP$MS$LMT
$1.2B
106 positions
#3OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$GLW$DUK$AEP$MS$LMT$BNY
$217M
118 positions
#4Boit C F DavidPassive
Some overlap · 5 shared positions
$ADP$GLW$SYK$CB$LMT
$238M
85 positions
#5Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$ADP$GLW$CB$LMT$DUK
$596M
127 positions
#6Willis Investment CounselActive
Some overlap · 5 shared positions
$ADP$AEP$GNRC$CB$LMT
$2.1B
125 positions
#7Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$ADP$DUK$MS$LMT$BNY
$159M
62 positions
#8CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$DUK$LOW$SYK$CB$MS
$1.2B
153 positions
#9BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$LOW$APH$CB$ADP
$346M
113 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$SYK$LOW$CB$MS$LMT
$383M
74 positions
#11CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$ADP$MS$LMT$BNY
$3.3B
327 positions
#12InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$SYK$DUK$CB$C$LOW
$202M
110 positions
#13Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$LOW$CB$MS$C
$10.2B
208 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$MS$LMT$BNY
$297M
103 positions
#15Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$DUK$LOW$CB$LMT$ADP
$126M
410 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SYK$CB$MS$LMT$ADP
$467M
118 positions
#17Wakefield Asset Management LLLPPassive
Some overlap · 5 shared positions
$AEP$APH$COHR$NEM$MS
$444M
225 positions
#18GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$SYK$DUK$AEP
$1.2B
383 positions
#19Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$AEP$MS$ADP$LMT$BNY
$169M
84 positions
#20Galaxy Digital Capital Management GP LLCPassive
Some overlap · 5 shared positions
$MCO$APH$MS$BNY$C
$206M
67 positions
#21Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$CB$MS$C$LOW
$148M
110 positions
#22Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$CB$C$DUK$BNY
$739M
344 positions
#23HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$DUK$CB$LMT$BNY$ADP
$363M
92 positions
#24Randolph Co IncActive
Some overlap · 4 shared positions
$GLW$DUK$AEP$NEM
$1.2B
47 positions
#25LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$ADP$GLW$SYK$CB
$152M
84 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.