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Hedge Funds Similar to Advanced Asset Advisors

13F Portfolio OverlapQ1 2026Advanced Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Advanced Asset Management Advisors Inc is an institutional investor managing $380M across 85 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 Advanced Asset Advisors are EDGAR LOMAX /VA, Glass Wealth, SKBA, with shared positions in $T, $TXN, $UNP, $AMGN, $DUK, $SO. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$T$TXN$UNP$AMGN$DUK$SO
$1.4B
56 positions
#2Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$FCX$AMAT$TXN$EMR
$258M
67 positions
#3SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$T$AMGN$TXN$UNP$AEP
$728M
79 positions
#4ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$EMR$KR$UNP$TXN$DUK$SO
$639M
126 positions
#5Kentucky Trust CoPassive
Some overlap · 7 shared positions
$T$AMAT$EMR$NSC$AMGN$DUK
$191M
311 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$AMAT$AMGN$NSC$AEP$DUK$UPS
$184M
32 positions
#7Maytus Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMAT$T$TXN
$562M
62 positions
#8Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Smart money
Some overlap · 3 shared positions
$FCX$EMR$UPS
$268M
10 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$T$UNP$TXN$DUK$SO$UPS
$220M
148 positions
#10Bank OZKPassive
Some overlap · 5 shared positions
$AMAT$AMGN$TMUS$KR$SO
$283M
149 positions
#11Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$T$KR$AMGN$AEP
$400M
379 positions
#12Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$KR$AMGN$UNP$EMR$TXN
$581M
245 positions
#13Palmer Knight CoPassive
Some overlap · 3 shared positions
$AMAT$KR$TXN
$205M
32 positions
#14Talbot Financial, LLCActive
Some overlap · 4 shared positions
$AMAT$AMGN$EMR$T
$1.2B
66 positions
#15J. Safra Sarasin Holding AGPassive
Some overlap · 6 shared positions
$EMR$TXN$AMGN$T$AMAT$EXC
$5.9B
542 positions
#16Persium Advisors, LLCActive
Some overlap · 4 shared positions
$T$AMAT$UNP$DUK
$127M
60 positions
#17SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$AMAT$TMUS$EMR$SO
$111M
52 positions
#18BONNESS ENTERPRISES INCActive
Some overlap · 4 shared positions
$AMAT$EMR$T$UPS
$273M
39 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$AMGN$EMR$UNP$SO
$98M
50 positions
#20Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$T$KR$EMR$SO
$1.2B
93 positions
#21PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$GWW$EMR$SO
$196M
53 positions
#22Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$AMAT$EMR$AMGN
$147M
35 positions
#23AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$AMAT$TXN$AMGN
$1.4B
114 positions
#24Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$TMUS$FCX$AMGN
$136M
49 positions
#25Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$AMAT$TXN$FCX
$1.6B
52 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.