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Hedge Funds Similar to Bouchey Financial Group Ltd

13F Portfolio OverlapQ2 2026Bouchey Financial Group Ltd portfolio →
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Most similar hedge funds by 13F overlap

Bouchey Financial Group Ltd is an institutional investor managing $1.5B across 191 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 Bouchey Financial Group Ltd are Oak Harvest Investment Services, FARMERS, American National Bank of Texas, with shared positions in $UNP, $PM, $NUE, $MCD, $AMGN, $ET. The full ranking of 25 similar funds is below.

#1Oak Harvest Investment ServicesPassive
Slight overlap · 5 shared positions
$UNP$PM$NUE$MCD$AMGN
$1.1B
166 positions
#2FARMERS TRUST CO
Slight overlap · 4 shared positions
$UNP$PM$NUE$MCD
$637M
203 positions
#3American National Bank of TexasActive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$109M
52 positions
#4PRIVATE TRUST CO NAPassive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$1.3B
2,780 positions
#5Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$397M
167 positions
#6R.H. Investment Group, LLCActive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$133M
47 positions
#7First County Bank /CT/Passive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$216M
170 positions
#8LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$273M
104 positions
#9Phillips Wealth Planners LLCPassive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$136M
217 positions
#10First Fiduciary Investment Counsel, Inc.Passive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$529M
75 positions
#11Yoffe Investment Management, LLCPassive
Slight overlap · 4 shared positions
$UNP$PM$MCD$AMGN
$87M
113 positions
#12Wealth Management NebraskaSmart money
Slight overlap · 3 shared positions
$UNP$PM$NUE
$1.1B
109 positions
#13Clear Trail Advisors, LLCPassive
Slight overlap · 4 shared positions
$UNP$MCD$ET$AMGN
$657M
159 positions
#14Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$412M
181 positions
#15Partners in Financial PlanningActive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$660M
131 positions
#16Hayek Kallen Investment ManagementActive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$330M
97 positions
#1744 WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$302M
184 positions
#18First Citizens Financial CorpPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$238M
137 positions
#19Kennebec Savings BankPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$126M
263 positions
#20CAPITAL CITY TRUST CO/FLPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$484M
118 positions
#21YANKCOM PartnershipPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$288M
322 positions
#22Courage Miller Partners, LLCActive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$379M
94 positions
#23Private Wealth Asset Management, LLCPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$1.0B
930 positions
#24COTTONWOOD CAPITAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$166M
90 positions
#25Tower View Wealth Management LLCPassive
Slight overlap · 3 shared positions
$UNP$PM$MCD
$231M
193 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.