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Hedge Funds Similar to Joseph P. Lucia & Associates,

13F Portfolio OverlapQ1 2026Joseph P. Lucia & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Joseph P. Lucia & Associates, LLC is an institutional investor managing $280M across 169 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 Joseph P. Lucia & Associates, are Plotkin Financial Advisors,, Kraft, Davis & Associates,, WNY Asset ,, with shared positions in $SHW, $AGQ, $HUM, $IBM, $SAN, $OKTA. The full ranking of 25 similar funds is below.

#1Plotkin Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$SHW$AGQ$HUM$IBM$SAN$OKTA
$199M
100 positions
#2Kraft, Davis & Associates, LLCPassive
Notable overlap · 5 shared positions
$SHW$AGQ$HUM$SAN$WT
$469M
151 positions
#3WNY Asset Management, LLCPassive
Notable overlap · 6 shared positions
$SHW$SNOW$SAN$HUM$OKTA$VZ
$967M
249 positions
#4IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$SHW$AGQ$AMN$WT$GILD
$446M
95 positions
#5KELLY FINANCIAL GROUP LLCActive
Notable overlap · 3 shared positions
$SHW$SNOW$DHR
$398M
100 positions
#6Lakeridge Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SHW$DHR$HUM$IBM
$233M
169 positions
#7URS Advisory LLCActive
Notable overlap · 4 shared positions
$SHW$SNOW$ALPS$HUM
$137M
51 positions
#8Frederick Financial Consultants, LLCPassive
Notable overlap · 5 shared positions
$SHW$AGQ$HUM$SNOW$IBM
$201M
109 positions
#9LOWERY THOMAS, LLCActive
Some overlap · 3 shared positions
$SHW$SNOW$AGQ
$175M
55 positions
#10MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$SHW$SNOW$AMN$AGQ$SAN
$508M
88 positions
#11ForthRight Wealth Management, LLCActive
Some overlap · 7 shared positions
$AGQ$SNOW$ALPS$AMN$IBM$HUM
$353M
75 positions
#12Rothschild Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$UBER
$408M
90 positions
#13Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$ALPS$WT
$516M
160 positions
#14Advantage Trust CoActive
Some overlap · 3 shared positions
$SHW$HUM$SAN
$223M
123 positions
#15WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$SHW$AMN$IBM
$470M
119 positions
#16Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$HUM$SAN$UBER
$112M
97 positions
#17Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$AGQ$ALPS$DHR$SHW$UBER$BXSL
$106M
93 positions
#18Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$DHR$VZ
$98M
93 positions
#19Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$SHW$UBER$WT
$54M
26 positions
#20Provident Co of the Employees of the Hebrew University LTDPassive
Some overlap · 3 shared positions
$SHW$UBER$WT
$63M
26 positions
#21SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$WT
$95M
48 positions
#22Lynx Investment AdvisoryPassive
Some overlap · 5 shared positions
$AGQ$SNOW$HUM$VZ$UBER
$209M
181 positions
#23Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$SNOW$HUM
$122M
50 positions
#24Fiduciary Planning LLCActive
Some overlap · 3 shared positions
$SHW$ALPS$WT
$331M
76 positions
#25Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$IBM$HUM
$654M
318 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.