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Hedge Funds Similar to SECURED RETIREMENT ADVISORS,

13F Portfolio OverlapQ1 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 Q1 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,, Eliot Finkel Investment Counsel,, Welch Group,, with shared positions in $GLW, $IBM, $LMT, $COHR, $BPOP, $BA. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 10 shared positions
$GLW$IBM$LMT$COHR$BPOP$BA
$942M
33 positions
#2Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$GLW$ITW$LMT$CLX$DE
$184M
32 positions
#3Welch Group, LLCPassive
Notable overlap · 5 shared positions
$ED$CL$IBM$LMT$DE
$2.7B
310 positions
#4HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$ED$ITW$__PARK_1390777$LMT$IBM
$351M
81 positions
#5Karras Company, Inc.Active
Some overlap · 4 shared positions
$GLW$IBM$LMT$DE
$99M
61 positions
#6Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$IBM$C$JCI
$183M
104 positions
#7SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$IBM$COHR$JCI
$1.5B
307 positions
#8Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$GLW$C$GE$__PARK_1390777
$685M
380 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$GLW$__PARK_1390777$LMT
$302M
93 positions
#10CACTI ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GLW$__PARK_1390777$BA$IBM$GE
$2.0B
76 positions
#11CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$IBM$GE
$1.3B
118 positions
#12J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$GE$DE$IBM
$705M
60 positions
#13Gallo Partners, LPPassive
Some overlap · 5 shared positions
$GLW$LMT$TEX$JCI$COHR
$52M
39 positions
#14CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$IBM$LMT
$192M
115 positions
#15OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$__PARK_1390777$GLW$LMT$IBM
$193M
108 positions
#16Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$C$GLW$GE$ITW$DE
$231M
98 positions
#17Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$GLW$IBM$GE
$101M
50 positions
#18PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$C$GE$GLW$COHR$BA$DE
$367M
139 positions
#19Integras Partners LLCPassive
Some overlap · 4 shared positions
$CL$ITW$LMT$IBM
$152M
69 positions
#20Spectrum Financial Alliance Ltd LLCActive
Some overlap · 5 shared positions
$C$LMT$GE$BA$DE
$520M
30 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$ITW$LMT$IBM$DE
$215M
125 positions
#22Tairen Capital LtdActive
Some overlap · 3 shared positions
$GLW$COHR$BKR
$924M
44 positions
#23MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$GLW$IBM$GE$BA
$121M
61 positions
#24LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GLW$GE$JCI$LMT
$279M
80 positions
#25LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ED$IBM$LMT
$192M
113 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.