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Hedge Funds Similar to AMI INVESTMENT

13F Portfolio OverlapQ1 2026AMI INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

AMI INVESTMENT MANAGEMENT INC is an institutional investor managing $471M across 78 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 AMI INVESTMENT are E&R Wealth ,, Bear Mountain ,, Beacon ,, with shared positions in $COP, $UPST, $SCHW, $DDOG, $MAR, $HSY. The full ranking of 25 similar funds is below.

#1E&R Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$COP$UPST$SCHW
$100M
12 positions
#2Bear Mountain Capital, Inc.Active
Substantial overlap · 4 shared positions
$COP$UPST$DDOG$SCHW
$333M
198 positions
#3Beacon Capital Management, Inc.Active
Substantial overlap · 5 shared positions
$MAR$UPST$COP$SCHW$HSY
$1.8B
57 positions
#4Strategic Financial Services, Inc.Smart money
Substantial overlap · 5 shared positions
$COP$UPST$NKE$TJX$DDOG
$2.1B
152 positions
#5Cordant, Inc.Active
Substantial overlap · 5 shared positions
$UPST$COP$SCHW$NKE$DIS
$246M
75 positions
#6Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$COP$UPST$MAR$SYK$DDOG
$453M
103 positions
#7Fischer Financial Services, Inc.Active
Notable overlap · 5 shared positions
$COP$MAR$SYK$UNH$HSY
$297M
56 positions
#8Level Financial AdvisorsActive
Notable overlap · 4 shared positions
$UPST$COP$NKE$SCHW
$392M
92 positions
#9William Mack & Associates, Inc.Active
Notable overlap · 5 shared positions
$COP$DDOG$ACN$SYK$DIS
$175M
73 positions
#10ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$UPST$MAR$UNP$SCHW$COP
$153M
46 positions
#11Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$SCHW$WFC
$184M
56 positions
#12MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$UPST$DDOG$UNP$HSY$COP
$295M
82 positions
#13FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$MAR$LOW$UNH$DIS$UNP$FDX
$1.1B
175 positions
#14NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$UPST$DDOG
$5.0B
51 positions
#15GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$COP$DDOG$EPD
$212M
87 positions
#16Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$MAR$HSY$CL
$320M
972 positions
#17TRUST CO OF OKLAHOMAPassive
Notable overlap · 5 shared positions
$MAR$UNP$HSY$ACN$COP
$343M
139 positions
#18American Money Management, LLCActive
Notable overlap · 5 shared positions
$UPST$COP$MAR$UNP$WFC
$632M
168 positions
#19Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$MAR$UPST$SCHW$WFC
$543M
103 positions
#20Mustard Seed Financial, LLCPassive
Notable overlap · 5 shared positions
$COP$DDOG$SCHW$NKE$MAR
$167M
92 positions
#21Chemistry Wealth Management LLCPassive
Notable overlap · 8 shared positions
$UPST$UNH$BAC$ELV$SCHW$NKE
$569M
204 positions
#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$UPST$DDOG$COP$SCHW$BAC$LOW
$350M
95 positions
#23HARBOR INVESTMENT ADVISORY, LLCPassive
Notable overlap · 3 shared positions
$MAR$SCHW$BAC
$1.3B
1,233 positions
#24Compass Financial Group, INC/SDActive
Notable overlap · 3 shared positions
$MAR$DDOG$HSY
$715M
105 positions
#25VSM Wealth Advisory, LLCPassive
Notable overlap · 6 shared positions
$COP$DDOG$MAR$SCHW$WFC$HSY
$335M
505 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.