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 Socorro Asset

13F Portfolio OverlapQ2 2026Socorro Asset portfolio →

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Most similar hedge funds by 13F overlap

Socorro Asset Management LP is an institutional investor managing $223M across 33 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 Socorro Asset are Harrison Street Private Wealth, Magellan Asset Ltd, TORRAY, with shared positions in $NEE, $SRE, $XEL, $AMT, $SPGI, $ICE. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$NEE $SRE $XEL $AMT

$71M

21 positions

#2Magellan Asset Management LtdActive

Notable overlap · 6 shared positions

$SRE $XEL $AMT $SPGI $NEE $ICE

$4.5B

78 positions

#3TORRAY LLCActive

Notable overlap · 5 shared positions

$NEE $OKE $PFE $TXN $PLD

$741M

91 positions

#4Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$NEE $SRE $AMT $SLB $XEL $OKE

$385M

51 positions

#5Vancity Investment Management Ltd

Notable overlap · 7 shared positions

$DHR $SPGI $TXN $FERG $ICE $PNC

$666M

92 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$TXN $NEE $DIS $DHR $ALC $SLB

$529M

75 positions

#7Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$TXN $APD $PNC $SPGI $NEE

$108M

52 positions

#8Ausbil Investment Management LtdPassive

Notable overlap · 4 shared positions

$NEE $XEL $AMT $OKE

$221M

65 positions

#9St. James Investment Company, LLCActive

Notable overlap · 4 shared positions

$APD $NEE $HUBB $OKE

$630M

24 positions

#10LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 6 shared positions

$MLM $JCI $DIS $ALC $SLB $DHR

$565M

89 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$DIS $NEE $DHR $ICE $SRE

$2.1B

131 positions

#12Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$TXN $PFE $MS $FERG $DHR

$767M

72 positions

#13MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$PNC $MS $TXN $NEE

$1.2B

106 positions

#14Granite Group Advisors, LLCActive

Notable overlap · 6 shared positions

$DIS $PNC $NEE $MS $TXN $OKE

$169M

84 positions

#15CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 5 shared positions

$AMT $XEL $PLD $CPT $OKE

$7.2B

101 positions

#16VIKING GLOBAL INVESTORS LPActive

Notable overlap · 6 shared positions

$APD $DIS $JCI $CPT $ICE $MS

$35.1B

90 positions

#17Iyo Bank, Ltd.Active

Notable overlap · 4 shared positions

$DIS $TXN $PLD $NEE

$329M

32 positions

#18EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $PFE $TXN $MS $AMT

$1.3B

58 positions

#19Aspen Wealth Strategies, LLCActive

Notable overlap · 6 shared positions

$PNC $APD $XEL $SLB $MS $NEE

$207M

89 positions

#20ANCHOR CAPITAL ADVISORS LLCPassive

Notable overlap · 6 shared positions

$PNC $FERG $APD $HUBB $XEL $ALC

$3.6B

244 positions

#21Electron Capital Partners, LLCActive

Notable overlap · 3 shared positions

$NEE $XEL $JCI

$2.5B

46 positions

#22OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$NEE $XEL $APD

$183M

31 positions

#23INSPIRE TRUST CO, N.A.Passive

Notable overlap · 7 shared positions

$NEE $JCI $MS $SRE $FERG $SLB

$727M

111 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TXN $NEE $SPGI $ICE $MS $SLB

$499M

73 positions

#25Bruce & Co., Inc.Active

Notable overlap · 3 shared positions

$NEE $XEL $PFE

$369M

41 positions

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View Socorro Asset’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.