What hedge funds are most similar to apricus wealth, LLC?

The funds with the most similar 13F portfolios to apricus wealth, LLC are Socorro Asset, Bruce & ,, Estabrook, based on overlapping conviction holdings in the latest SEC filings.

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 apricus wealth,

13F Portfolio OverlapQ1 2026apricus wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

apricus wealth, LLC is an institutional investor managing $205M across 120 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 apricus wealth, are Socorro Asset, Bruce & ,, Estabrook, with shared positions in $EXE, $SLB, $OKE, $BAC, $PFE, $PNC. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

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

$221M

32 positions

#2Bruce & Co., Inc.Active

Notable overlap · 7 shared positions

$BG $ADM $NEM $PFE $DUK $LYB

$350M

41 positions

#3Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$C $BAC $CB $PNC $PFE $DUK

$685M

380 positions

#4HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$C $NEM $SLB $KMI $PFE $LYB

$480M

130 positions

#5Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$C $BAC $NVS $CB $UL $DUK

$9.8B

213 positions

#6KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 7 shared positions

$C $TSN $BAC $CB $SHEL $KMI

$106M

43 positions

#7Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$C $AMGN $OKE $BAC $PFE

$223M

109 positions

#8SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$C $CTRA $BAC $KMI $PFE

$3.0B

40 positions

#9Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$C $NEM $AMGN $BAC $PFE $KMB

$891M

88 positions

#10American Trust Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$BG $C $CTRA $SO $CB

$181M

76 positions

#11SIR Capital Management, L.P.Passive

Notable overlap · 5 shared positions

$EXE $OKE $KMI $TRP $BG

$1.1B

88 positions

#12Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$OKE $KMI $SO $WEC $DUK $SHEL

$6.2B

87 positions

#13Altrius Capital Management IncPassive

Notable overlap · 6 shared positions

$NVS $TM $TSN $C $PFE $LYB

$503M

87 positions

#14BRANDES INVESTMENT PARTNERS, LPActive

Notable overlap · 6 shared positions

$C $PFE $BAC $SHEL $CI $PNC

$14.1B

186 positions

#15Cohen Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$AMGN $BAC $KMI $CB $PFE

$210M

79 positions

#16Oceanic Investment Management LTDActive

Notable overlap · 5 shared positions

$EXE $SLB $BG $ADM $NUE

$118M

43 positions

#17GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$SLB $AMGN $NVS $PNC $DUK

$1.1B

389 positions

#18GQG Partners LLCActive

Notable overlap · 7 shared positions

$CB $TRP $KR $DUK $CI $UL

$63.1B

81 positions

#19BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 5 shared positions

$NUE $BAC $KMI $CB $PNC

$2.3B

264 positions

#20ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 7 shared positions

$SLB $KMI $NEM $OKE $NUE $EXE

$863M

54 positions

#21DAVIS SELECTED ADVISERSActive

Notable overlap · 6 shared positions

$CTRA $TSN $CB $LYB $CI $PNC

$21.8B

112 positions

#22Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $PNC $BAC $PFE $DUK $CB

$308M

137 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$C $OKE $WEC $SO $DUK

$220M

148 positions

#24Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$C $BAC $PFE $SO $DUK

$202M

72 positions

#25Cutler Capital Management, LLCPassive

Notable overlap · 5 shared positions

$BG $PFE $SHEL $BAC $SLB

$370M

116 positions

Compare apricus wealth,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View apricus wealth,’s holdings

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.