What hedge funds are most similar to AUXIER ASSET MANAGEMENT LLC?

The funds with the most similar 13F portfolios to AUXIER ASSET MANAGEMENT LLC are GQG Partners, KWMG, Cullen, 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 AUXIER ASSET

13F Portfolio OverlapQ2 2026AUXIER ASSET portfolio →

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Most similar hedge funds by 13F overlap

AUXIER ASSET MANAGEMENT LLC is an institutional investor managing $745M across 184 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 AUXIER ASSET are GQG Partners, KWMG, Cullen, with shared positions in $PM, $BTI, $TRV, $MO, $CVS, $BP. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive

Notable overlap · 7 shared positions

$PM $BTI $TRV $MO $CVS $BP

$53.8B

102 positions

#2KWMG, LLCPassive

Notable overlap · 6 shared positions

$GLW $VLO $TRV $AFL $MO $KR

$1.4B

153 positions

#3Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $TRV $MDT $MO $BTI $C

$10.2B

208 positions

#4Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$PM $MO $LOW $AFL $CVS $ABT

$394M

99 positions

#5BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$GLW $PM $TRV $MO $MDT

$515M

142 positions

#6Gladstone Capital Management LLPActive

Notable overlap · 3 shared positions

$PM $GLW $AFL

$1.0B

40 positions

#7Keystone Financial ServicesActive

Notable overlap · 7 shared positions

$PM $BNY $MDT $BKNG $ELV $UL

$388M

131 positions

#8Kennon-Green & Company, LLCActive

Notable overlap · 5 shared positions

$PM $BTI $PEP $MO $UL

$128M

41 positions

#9Smith Partners Wealth Management, LLCActive

Notable overlap · 4 shared positions

$PM $GLW $MO $LOW

$126M

73 positions

#10FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$PM $BNY $MDT $BKNG $ELV $AFL

$355M

257 positions

#11TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$PM $BTI $PEP $MO $AIG $ABT

$798M

187 positions

#12ProVise Management Group, LLCPassive

Notable overlap · 7 shared positions

$PM $MDT $BNY $BKNG $ELV $UL

$1.5B

282 positions

#13Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$ELV $MDT $MO $C $LOW $AFL

$658M

152 positions

#14CORDA Investment Management, LLC.Active

Notable overlap · 4 shared positions

$GLW $BNY $MDT $PEP

$1.6B

85 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$BNY $ELV $MDT $PEP $MO $ABT

$159M

62 positions

#16Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$PM $MO $ELV $LOW $GLW

$1.2B

127 positions

#17OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$PM $BTI $AIG $PEP $MO $ABT

$560M

136 positions

#18Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$GLW $AFL $VLO $MO $UL

$114M

57 positions

#19GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$AFL $TRV $ELV $CVS $BKNG $LOW

$906M

153 positions

#20PARTHENON LLCActive

Notable overlap · 6 shared positions

$GLW $PEP $BKNG $CVS $PM $MDT

$962M

133 positions

#21Murphy Pohlad Asset Management LLCPassive

Notable overlap · 6 shared positions

$BNY $TRV $MDT $C $AIG $PEP

$287M

135 positions

#22NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $AFL $PEP $MDT $ABT

$481M

161 positions

#23First Eagle Investment Management, LLCActive

Notable overlap · 5 shared positions

$BNY $ELV $PM $MDT $BKNG

$59.9B

424 positions

#24Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$PM $MDT $PEP $MO $BP $UL

$255M

278 positions

#25Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PM $MDT $PEP $MO $UL

$497M

948 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.