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Hedge Funds Similar to RETIREMENT GUYS FORMULA

13F Portfolio OverlapQ3 2026RETIREMENT GUYS FORMULA portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT GUYS FORMULA LLC is an institutional investor managing $269M across 173 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RETIREMENT GUYS FORMULA are Renasant Bank, SHUTTLEWORTH, HENDLEY, with shared positions in $APH, $ANET, $EOG, $GD, $NOW, $TJX. The full ranking of 25 similar funds is below.

#1Renasant BankPassive
Some overlap · 5 shared positions
$APH$ANET$EOG$GD$NOW
$156M
141 positions
#2SHUTTLEWORTH & CoPassive
Some overlap · 6 shared positions
$APH$ANET$TJX$CBOE$SO$AEP
$125M
51 positions
#3HENDLEY & CO INCActive
Some overlap · 5 shared positions
$PEP$APH$EOG$TJX$AEP
$283M
47 positions
#4NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$CMI$APH$GD$PEP$EOG
$464M
162 positions
#5Titan Investment Solutions LtdActive
Some overlap · 6 shared positions
$PEP$CMI$ANET$GILD$NOW$EOG
$894M
60 positions
#6WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$GILD$EOG$PEP$CBOE$MO
$151M
141 positions
#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PEP$ANET$APH$TJX$EOG
$529M
72 positions
#8Delta Accumulation, LLCActive
Some overlap · 7 shared positions
$CMI$TJX$CBOE$GD$COR$PEP
$2.5B
156 positions
#9Brindle & Bay Financial Advisors, LLCActive
Some overlap · 5 shared positions
$GILD$PEP$EOG$CBOE$MO
$268M
102 positions
#10UNITED BANKActive
Some overlap · 5 shared positions
$CMI$EOG$GD$PEP$GILD
$853M
130 positions
#11Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$GILD$CMI$APH$PEP
$370M
137 positions
#12Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$GILD$PEP$EOG$TJX
$306M
59 positions
#13SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 6 shared positions
$GD$ANET$TJX$GILD$SO$NOW
$1.2B
332 positions
#14Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$ANET$TJX$NOW$GILD$SO
$267M
114 positions
#15Verity & Verity, LLCActive
Some overlap · 4 shared positions
$GILD$PEP$CMI$MO
$1.5B
139 positions
#16Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$CMI$GILD$GD$SO$PEP
$316M
157 positions
#17Element Squared LLCActive
Some overlap · 4 shared positions
$GILD$APH$ANET$NOW
$201M
49 positions
#18PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$PEP$APH$GD$TJX
$837M
90 positions
#19Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$GILD$APH$ANET$MO
$8.0B
102 positions
#20Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CMI$EOG$PEP$MO$AEP
$673M
158 positions
#21Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$GILD$PEP$GD$MO
$161M
62 positions
#22Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$APH$ANET$TJX$PEP$CMI
$2.3B
275 positions
#23Watchman Group, Inc.Active
Some overlap · 4 shared positions
$CMI$APH$GD$NOW
$434M
72 positions
#24Stack Financial Management, IncActive
Some overlap · 5 shared positions
$EOG$PEP$CBOE$DTB$AEP
$1.3B
54 positions
#25ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$PEP$APH$GD$TJX
$2.0B
91 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.