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 Bouchey Financial Group Ltd

13F Portfolio OverlapQ1 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 $1.4B across 173 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 Bouchey Financial Group Ltd are Fiduciary Planning, Horizon Wealth ,, IAM Advisory,, with shared positions in $WT, $SHW, $MU, $BAC, $MCD, $GE. The full ranking of 25 similar funds is below.

#1Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $SHW $MU $BAC

$331M

76 positions

#2Horizon Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $MCD $GE

$682M

137 positions

#3IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $SHW $AMD

$446M

95 positions

#4First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $SHW $GE

$122M

80 positions

#5FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$WT $SHW $MAR $KKR $BAC

$233M

350 positions

#6CPWA, LLCPassive

Notable overlap · 6 shared positions

$WT $SHW $MU $MCD $AMD $SCHW

$84M

90 positions

#7CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $MAR $SHW $KKR

$149M

96 positions

#8Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $SHW

$153M

96 positions

#9Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $KKR $MU

$219M

145 positions

#10Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $MU $AMD

$126M

67 positions

#11tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $BAC $MCD

$202M

102 positions

#12ACORN CREEK CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $MAR $SHW $AMD

$280M

84 positions

#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$WT $SHW $UNP $GE $ET

$697M

218 positions

#14Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $MAR $BAC

$66M

55 positions

#15Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $PM $SCHW

$3.2B

481 positions

#16Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $SCHW

$293M

107 positions

#17WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$WT $SHW $SCHW

$336M

138 positions

#18INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 7 shared positions

$WT $MU $BAC $PM $AMD $GE

$252M

89 positions

#19Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $SHW $KKR

$714M

1,021 positions

#20Capital Planning Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $SHW $BAC

$692M

146 positions

#21Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $SHW $KKR

$444M

122 positions

#22New Perspectives, IncSmart money

Notable overlap · 3 shared positions

$WT $SHW $UNP

$289M

44 positions

#23Etesian Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $KKR $BAC $MCD $SCHW

$313M

138 positions

#24PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $BAC $DDOG $MCD

$500M

166 positions

#25Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $MAR $MCD

$562M

1,394 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.