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Hedge Funds Similar to Approach Retirement Advisors

13F Portfolio OverlapQ2 2026Approach Retirement Advisors portfolio →
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Most similar hedge funds by 13F overlap

Approach Retirement Advisors, LLC is an institutional investor managing $138M across 82 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 Approach Retirement Advisors are LongView Wealth, VIRGINIA WEALTH GROUP, St. Louis, with shared positions in $AFL, $DOV, $SO, $DUK, $TXN, $TMO. The full ranking of 25 similar funds is below.

#1LongView Wealth ManagementPassive
Notable overlap · 4 shared positions
$AFL$DOV$SO$DUK
$390M
227 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$AFL$SO$DUK
$201M
57 positions
#3St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$SO$TXN$DUK
$875M
125 positions
#4Cannon Financial Strategists, Inc.Active
Some overlap · 4 shared positions
$SO$DUK$DOV$TXN
$879M
133 positions
#5SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$AFL$TMO
$207M
119 positions
#6Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$AFL$TXN$TMO
$5.9B
141 positions
#7Cornerstone Management, Inc.Smart money
Some overlap · 3 shared positions
$AFL$SO$DUK
$695M
67 positions
#8Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$SO$DUK$TXN$AFL
$246M
140 positions
#9CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$188M
24 positions
#10Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SO$DOV$DUK
$140M
70 positions
#11Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$300M
68 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$SO$DUK$AFL
$390M
103 positions
#13MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$TMO$TXN
$1.3B
81 positions
#14LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$DOV$DUK$TXN$SO
$2.5B
117 positions
#15Beacon Financial Strategies CORPActive
Some overlap · 5 shared positions
$DOV$DUK$TXN$AFL$SO
$201M
209 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SO$DUK$TXN
$2.7B
54 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SO$DUK$TXN
$233M
122 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$SO$DUK$TXN
$1.3B
58 positions
#19CAPITAL & PLANNING, LLC
Some overlap · 3 shared positions
$SO$DUK$TXN
$165M
172 positions
#20RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SO$DUK$TXN
$136M
86 positions
#21Ferguson Shapiro LLCActive
Some overlap · 4 shared positions
$DOV$SO$DUK$TMO
$342M
91 positions
#22Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$SO$DOV$TXN
$497M
948 positions
#23LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SO$DUK$TXN
$1.0B
154 positions
#24Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$TXN$SO
$1.1B
106 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$AFL$TMO$DOV
$124M
100 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.