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Hedge Funds Similar to SOA Wealth Advisors

13F Portfolio OverlapQ2 2026SOA Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

SOA Wealth Advisors, LLC. is an institutional investor managing $632M across 892 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 SOA Wealth Advisors are Ground Swell, Miller Partners, GFS Advisors, with shared positions in $ASML, $NEE, $GWW, $SPCX, $MLM, $AXP. The full ranking of 25 similar funds is below.

#1Ground Swell Capital, LLCActive
Notable overlap · 4 shared positions
$ASML$NEE$GWW$SPCX
$93M
145 positions
#2Miller Capital Partners, Inc.Active
Notable overlap · 3 shared positions
$ASML$MLM$AXP
$257M
258 positions
#3GFS Advisors, LLCActive
Notable overlap · 3 shared positions
$ASML$MDY$SPCX
$1.7B
266 positions
#4Dilation Capital Management LPActive
Some overlap · 3 shared positions
$ASML$WDC$SPCX
$248M
20 positions
#5WT Asset Management LtdActive
Some overlap · 3 shared positions
$ASML$WDC$SPCX
$5.1B
29 positions
#6DC Investments Management, LLCActive
Some overlap · 3 shared positions
$ASML$ED$MDY
$293M
55 positions
#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ASML$NEE$ED
$2.1B
131 positions
#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ASML$MLM$AXP$ED
$213M
124 positions
#9BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$GWW
$247M
74 positions
#10Bestgate Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$AXP$NEE
$63M
45 positions
#11FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$NEE$GWW
$1.7B
208 positions
#12COUNTRY TRUST BANKActive
Some overlap · 3 shared positions
$ASML$AXP$NEE
$5.7B
628 positions
#13Birch Hill Investment Advisors LLCActive
Some overlap · 3 shared positions
$ASML$NEE$GWW
$2.5B
211 positions
#14Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$NEE
$116M
240 positions
#15TI-TRUST, INCPassive
Some overlap · 5 shared positions
$WDC$NEE$ED$GWW$MDY
$186M
132 positions
#16STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$WDC$ASML$NEE$SPCX
$417M
213 positions
#17Symmetry Investments LPActive
Some overlap · 3 shared positions
$ASML$MLM$SPCX
$1.5B
152 positions
#18FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$ASML$WDC$SPCX
$332M
179 positions
#19ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$ASML$MLM$WDC
$58M
79 positions
#20Private Advisory Group LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$WDC
$1.9B
296 positions
#21DEFINED WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$AXP$MLM
$194M
115 positions
#22South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$ASML$AXP$NEE
$149M
154 positions
#23CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 3 shared positions
$WDC$NEE$GWW
$190M
169 positions
#24STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$WDC$AXP$GWW
$328M
340 positions
#25RWA WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$ASML$AXP$NEE
$10.4B
645 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.