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Hedge Funds Similar to Joseph P. Lucia & Associates

13F Portfolio OverlapQ2 2026Joseph P. Lucia & Associates portfolio →
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Most similar hedge funds by 13F overlap

Joseph P. Lucia & Associates, LLC is an institutional investor managing $333M across 188 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 Joseph P. Lucia & Associates are Sherry Group, BEAM WEALTH ADVISORS, Directional Asset, with shared positions in $ALPS, $CRWD, $UBER, $VZ, $ET, $IAU. The full ranking of 25 similar funds is below.

#1Sherry Group, Inc.Active
Some overlap · 4 shared positions
$ALPS$CRWD$UBER$VZ
$102M
52 positions
#2BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$ALPS$ET$IAU
$453M
117 positions
#3Directional Asset ManagementPassive
Some overlap · 4 shared positions
$UBER$ET$VZ$CRWD
$118M
94 positions
#4Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$UBER$IAU
$199M
176 positions
#5Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$ALPS$CRWD$IAU
$546M
118 positions
#6Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$UBER$ET$CRWD$IAU
$738M
208 positions
#7Clay Northam Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$CRWD$IAU
$203M
109 positions
#8Prospect Financial Services LLCPassive
Slight overlap · 4 shared positions
$ET$VZ$CRWD$UBER
$197M
115 positions
#9Henson-Edgewater Management, LLCActive
Slight overlap · 4 shared positions
$ET$VZ$CRWD$UBER
$192M
66 positions
#10Capstone Wealth Management Group LLC
Slight overlap · 3 shared positions
$ALPS$BXSL$VZ
$163M
123 positions
#11TECTONIC ADVISORS LLCPassive
Slight overlap · 3 shared positions
$ET$ED$VZ
$2.1B
289 positions
#12Aurora Private Wealth, Inc.Passive
Slight overlap · 3 shared positions
$ET$VZ$GBTC
$158M
177 positions
#13ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$ED$VZ$BTC$IAU
$318M
106 positions
#14MATTERS CAPITAL LLCPassive
Slight overlap · 3 shared positions
$UBER$ET$CRWD
$143M
75 positions
#15Boothe Investment Group, Inc.Active
Slight overlap · 3 shared positions
$UBER$VZ$CRWD
$317M
38 positions
#16Miller Financial Services LLCPassive
Slight overlap · 3 shared positions
$UBER$VZ$CRWD
$124M
142 positions
#17PeakShares LLCActive
Slight overlap · 3 shared positions
$UBER$VZ$CRWD
$134.4B
122 positions
#18Valtrion Capital Management, LLCActive
Slight overlap · 3 shared positions
$UBER$BXSL$CRWD
$134M
103 positions
#19RHODES INVESTMENT ADVISORS INC /ADVPassive
Slight overlap · 3 shared positions
$ET$UBER$CRWD
$136M
127 positions
#20PSI Advisors, LLCActive
Slight overlap · 3 shared positions
$ET$VZ$UBER
$430M
151 positions
#21Corps Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$ET$VZ$CRWD
$124M
99 positions
#22DCF Advisers, LLCSmart money
Slight overlap · 3 shared positions
$ET$UBER$IAU
$566M
93 positions
#23Cornerstone Capital, Inc.Active
Slight overlap · 3 shared positions
$UBER$VZ$CRWD
$1.1B
120 positions
#24One Charles Private Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$ET$GBTC$BTC
$434M
176 positions
#25TT Capital Management LLCActive
Slight overlap · 3 shared positions
$BXSL$VZ$ET
$128M
77 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.