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Hedge Funds Similar to Boyer Financial Services,

13F Portfolio OverlapQ1 2026Boyer Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Boyer Financial Services, Inc. is an institutional investor managing $94M across 44 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 Boyer Financial Services, are Merited Wealth,, Aprio Wealth ,, CERTIOR FINANCIAL GROUP,, with shared positions in $CRM, $BAH, $LEN, $ALPS, $MAR, $QUBT. The full ranking of 25 similar funds is below.

#1Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$LEN
$121M
79 positions
#2Aprio Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$CRM$ALPS$BAH
$1.8B
613 positions
#3CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$BAH$CRM$MAR
$157M
130 positions
#4National Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$BAH$MAR$QUBT
$269M
215 positions
#5Mascagni Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$BAH$CRM$MAR
$140M
127 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ALPS$PSA$MAR
$192M
113 positions
#7VVR Holdings LLCActive
Some overlap · 3 shared positions
$CRM$QUBT$MAR
$194M
39 positions
#8KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$ALPS$QUBT$MAR$CRM
$123M
99 positions
#9ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ALPS$PSA$EPD
$200M
59 positions
#10Safe Harbor Family Capital, LLCSmart money
Some overlap · 3 shared positions
$ALPS$MAR$PSA
$128M
55 positions
#11SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$ALPS$CRM$LEN
$1.5B
307 positions
#12Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$CRM$BAH$MAR
$52M
66 positions
#13Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$MAR$CRM
$443M
402 positions
#14High Net Worth Advisory Group LLCPassive
Some overlap · 3 shared positions
$CRM$MAR$BAH
$429M
244 positions
#15OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ALPS$EPD$LEN
$355M
116 positions
#16Sage Capital Management, LLCPassive
Some overlap · 4 shared positions
$QUBT$ALPS$PSA$MAR
$213M
163 positions
#17Capital Management Associates, IncActive
Some overlap · 3 shared positions
$CRM$MAR$PSA
$442M
151 positions
#18Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$QUBT$MAR$ALPS
$154M
545 positions
#19Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$MAR$CRM
$127M
62 positions
#20CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CRM$EPD$LEN
$98M
117 positions
#21CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$QUBT$MAR$ALPS
$149M
96 positions
#22Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$ALPS$LEN$MAR
$1.9B
248 positions
#23CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$MAR$CRM
$309M
132 positions
#24Sunbelt Securities, Inc.Passive
Some overlap · 4 shared positions
$BAH$LEN$EPD$CRM
$1.6B
2,954 positions
#25Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$LEN$BAH$MAR$QUBT
$144M
387 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.