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Hedge Funds Similar to Socha Financial Group,

13F Portfolio OverlapQ1 2026Socha Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Socha Financial Group, LLC is an institutional investor managing $197M across 14 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 Socha Financial Group, are Emissary Wealth, Lionsbridge Wealth, LEGACY WEALTH ,, with shared positions in $GRWG, $GLW, $AGQ, $REGN, $DVN. The full ranking of 10 similar funds is below.

#1Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$GRWG$GLW$AGQ
$107M
54 positions
#2Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$GRWG$REGN$AGQ
$99M
59 positions
#3LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GRWG$REGN$AGQ
$174M
65 positions
#4AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GLW$DVN$AGQ
$287M
158 positions
#5KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$GRWG$GLW$REGN
$90M
545 positions
#6Benchmark Financial Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$GRWG$GLW$REGN
$361M
133 positions
#7Owen LaRue, LLCPassive
Slight overlap · 3 shared positions
$GLW$GRWG$REGN
$261M
128 positions
#8Fortis Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLW$REGN$AGQ
$200M
119 positions
#9Capstone Wealth Management Group LLCPassive
Slight overlap · 3 shared positions
$GLW$REGN$AGQ
$163M
123 positions
#10Ellis Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$DVN$REGN$AGQ
$576M
268 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.