What hedge funds are most similar to Dickmeyer Boyce Financial Management, Inc.?

The funds with the most similar 13F portfolios to Dickmeyer Boyce Financial Management, Inc. are Catalyst Investment, SKY-MOUNTAIN ,, MB, LEVIS & ASSOCIATES,, 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 Dickmeyer Boyce Financial ,

13F Portfolio OverlapQ1 2026Dickmeyer Boyce Financial , portfolio →

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Most similar hedge funds by 13F overlap

Dickmeyer Boyce Financial Management, Inc. is an institutional investor managing $170M across 125 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 Dickmeyer Boyce Financial , are Catalyst Investment, SKY-MOUNTAIN ,, MB, LEVIS & ASSOCIATES,, with shared positions in $WT, $KKR, $RIO, $LMT, $SBUX, $DDOG. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $RIO $LMT

$90M

65 positions

#2SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $KKR $SBUX

$139M

37 positions

#3MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $DDOG $AMGN $LMT

$240M

234 positions

#4Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $LMT $AMGN $AFL

$443M

239 positions

#5Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $DDOG $KKR

$736M

187 positions

#6Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $KKR $WFC

$231M

56 positions

#7IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $LMT $AMGN

$446M

95 positions

#8tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $WFC

$202M

102 positions

#9WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $DUK $WFC

$115M

117 positions

#10RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $KKR $DUK

$247M

57 positions

#11Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $AMGN $KKR

$672M

139 positions

#12MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$WT $ARCC $AMGN $AEP $WFC

$1.3B

143 positions

#13WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LMT $AEP

$219M

78 positions

#14Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $BMO $VZ

$515M

135 positions

#15BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $AFL $AMGN

$2.5B

453 positions

#16Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $AMGN $DUK

$122M

348 positions

#17Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $LMT $DUK

$3.2B

481 positions

#18Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $AMGN $DUK

$491M

147 positions

#19Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $KKR $SBUX $AMGN

$444M

122 positions

#20Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $KKR $DDOG

$1.2B

177 positions

#21Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $ITW $LMT $AMGN

$170M

48 positions

#22Axis Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $VZ $WFC

$188M

174 positions

#23BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $KKR $WFC $DUK

$1.0B

348 positions

#24Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $DDOG $LMT

$154M

127 positions

#25Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $AMGN $LMT

$153M

344 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.