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Hedge Funds Similar to SOA Wealth Advisors,

13F Portfolio OverlapQ1 2026SOA Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

SOA Wealth Advisors, LLC. is an institutional investor managing $530M across 867 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 SOA Wealth Advisors, are Cambridge Financial Group,, Emissary Wealth, THEORY FINANCIAL, with shared positions in $MS, $UNIT, $GMM, $NOW, $AXP, $GRWG. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$UNIT$GMM$NOW$AXP
$295M
168 positions
#2Emissary Wealth LLCPassive
Some overlap · 5 shared positions
$GRWG$MS$NOW$NEE$MAR
$107M
54 positions
#3THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$GRWG$UNIT$GMM$MAR
$285M
94 positions
#4Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$GRWG$MS$GMM
$185M
63 positions
#5VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$MS$UNIT$GMM$MDY
$814M
348 positions
#6Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$MS$UNIT$GMM$MDY
$814M
348 positions
#7TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$MS$UNIT$NOW$NEE
$366M
171 positions
#8Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$MS$UNIT$AXP$NEE
$217M
176 positions
#9Morangie Management LLCActive
Some overlap · 4 shared positions
$MS$GRWG$NOW$MAR
$109M
34 positions
#10Stenger Family Office, LLCPassive
Some overlap · 4 shared positions
$GRWG$MS$AXP$PANW
$566M
117 positions
#11Fairway Financial, LLCActive
Some overlap · 4 shared positions
$MS$UNIT$MAR$NOW
$132M
23 positions
#12Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MS$UNIT$GMM$MAR
$453M
103 positions
#13Balance Wealth, LLCPassive
Some overlap · 3 shared positions
$GRWG$UNIT$MAR
$322M
149 positions
#14Coquina Private Wealth LLCActive
Some overlap · 6 shared positions
$UNIT$MS$MAR$NEE$PANW$MDY
$124M
96 positions
#15HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$MS$MAR$NOW$AXP$NEE$PANW
$909M
112 positions
#16TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$MS$UNIT$NOW
$144M
65 positions
#17STEVENS CAPITAL PARTNERSPassive
Some overlap · 4 shared positions
$MS$UNIT$GMM$MAR
$416M
126 positions
#18Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$AMP
$121M
79 positions
#19Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$MS$UNIT$GMM
$173M
38 positions
#20Strategies Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$UNIT$NEE$MAR
$995M
193 positions
#21Opulen Financial Group LLCPassive
Some overlap · 5 shared positions
$UNIT$MS$NOW$MDY$ICFI
$142M
114 positions
#22APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$GMM$NOW$MAR
$117M
72 positions
#23Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$UNIT$MS$GBTC
$98M
68 positions
#24SkyOak Wealth, LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$NEE
$546M
255 positions
#25CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$PANW
$463M
177 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.