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 Socorro Asset

13F Portfolio OverlapQ1 2026Socorro Asset portfolio →

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Most similar hedge funds by 13F overlap

Socorro Asset Management LP is an institutional investor managing $221M across 32 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 Socorro Asset are Harrison Street Private Wealth, Catherine Avery Investment, TORRAY, with shared positions in $SRE, $NEE, $XEL, $AMT, $KO, $OKE. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$SRE $NEE $XEL $AMT

$76M

21 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $KO $OKE $PFE $BAC $TFC

$223M

109 positions

#3TORRAY LLCPassive

Notable overlap · 6 shared positions

$TXN $PFE $OKE $NEE $PLD $MS

$682M

88 positions

#4Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$NEE $MS $BAC $PFE $TFC $KO

$232M

44 positions

#5Aristotle Capital Management, LLCActive

Notable overlap · 7 shared positions

$MLM $KO $XEL $PNC $ALC $APD

$47.8B

191 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $PFE $KO $TXN $MS $BAC

$1.4B

56 positions

#7VIKING GLOBAL INVESTORS LPActive

Notable overlap · 6 shared positions

$APD $DIS $ICE $PNC $JCI $CPT

$35.7B

77 positions

#8Magellan Asset Management LtdActive

Notable overlap · 6 shared positions

$AMT $SRE $XEL $ICE $KO $NEE

$7.7B

79 positions

#9Iyo Bank, Ltd.Active

Notable overlap · 5 shared positions

$DIS $PLD $NEE $KO $TXN

$281M

35 positions

#10Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$PFE $FERG $TXN $MS $DHR $BAC

$715M

70 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$DIS $DHR $NEE $ICE $SRE $KO

$2.1B

122 positions

#12VANTAGE WEALTH

Notable overlap · 3 shared positions

$NEE $APD $TXN

$463M

30 positions

#13Atlas Wealth LLCPassive

Notable overlap · 5 shared positions

$PNC $MS $BAC $LRCX $NEE

$334M

115 positions

#14SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$AMT $ALC $DHR $TXN $ICE

$230M

47 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$BAC $MS $NEE $JCI $TFC

$9.8B

213 positions

#16Manchester Global Management (UK) LtdActive

Notable overlap · 4 shared positions

$TXN $FERG $DHR $LRCX

$749M

23 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$PNC $MS $TXN $NEE

$1.1B

105 positions

#18Findlay Park Partners LLPActive

Notable overlap · 6 shared positions

$TXN $DHR $ICE $FERG $MLM $SLB

$7.2B

56 positions

#19Griffith & Werner, Inc.Active

Notable overlap · 4 shared positions

$KO $BAC $PFE $TFC

$202M

72 positions

#20apricus wealth, LLCPassive

Notable overlap · 6 shared positions

$EXE $SLB $OKE $BAC $PFE $PNC

$205M

120 positions

#21Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$APD $TXN $PNC $LRCX $NEE

$98M

50 positions

#22Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NEE $PFE $KO $TXN $PLD $MS

$477M

70 positions

#23D1 Capital Partners L.P.Active

Notable overlap · 6 shared positions

$TXN $DHR $DIS $MLM $JCI $FERG

$11.2B

44 positions

#24Electron Capital Partners, LLCActive

Notable overlap · 3 shared positions

$NEE $XEL $JCI

$2.6B

46 positions

#25Triavera Capital LLCActive

Notable overlap · 4 shared positions

$DIS $FERG $DHR $ICE

$167M

16 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.