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Hedge Funds Similar to American Investment Advisors,

13F Portfolio OverlapQ1 2026American Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

American Trust Investment Advisors, LLC is an institutional investor managing $181M across 76 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 American Investment Advisors, are KLEIN PAVLIS & PEASLEY FINANCIAL,, EDGAR LOMAX /VA, apricus wealth,, with shared positions in $SCHW, $COP, $EMBJ, $CCJ, $SO, $SONY. The full ranking of 25 similar funds is below.

#1KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 7 shared positions
$SCHW$COP$EMBJ$CCJ$SO$SONY
$181M
93 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$SO$MDLZ$COP$SCHW$LMT$ACN
$1.4B
56 positions
#3apricus wealth, LLCPassive
Notable overlap · 5 shared positions
$BG$C$CTRA$SO$CB
$205M
120 positions
#4RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$LRCX$C$COP$NXPI$CB
$3.7B
111 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$C$IBM$SO$LMT
$220M
148 positions
#6Rock Point Advisors, LLCPassive
Notable overlap · 4 shared positions
$C$SONY$ACN$CB
$370M
118 positions
#7Goodman Financial CorpPassive
Notable overlap · 4 shared positions
$SCHW$FLR$IBM$COP
$582M
77 positions
#8Griffith & Werner, Inc.Active
Notable overlap · 5 shared positions
$C$SO$LMT$CEG$IBM
$202M
72 positions
#9SEAVIEW INVESTMENT MANAGERS LLCPassive
Notable overlap · 3 shared positions
$IBM$CEG$SCHW
$277M
73 positions
#10FARMERS TRUST COPassive
Notable overlap · 7 shared positions
$LRCX$SO$LNG$C$IBM$LMT
$637M
203 positions
#11BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$C$NXPI$MDLZ$COP
$578M
108 positions
#12Merewether Investment Management, LPActive
Notable overlap · 4 shared positions
$BG$LNG$CTRA$COP
$5.2B
79 positions
#13MORTON COMMUNITY BANKPassive
Notable overlap · 6 shared positions
$LRCX$COP$C$LNG$LMT$SO
$460M
115 positions
#14SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$C$IBM$NXPI$COP$KTB
$728M
79 positions
#15OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$SCHW$NXPI$LMT$ACN$LRCX$CB
$1.5B
140 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$C$IBM$LEN
$223M
109 positions
#17CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 4 shared positions
$SCHW$BWXT$LNG$LMT
$1.0B
96 positions
#18Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$LRCX$CEG$LNG
$7.0B
103 positions
#19PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$LRCX$BWXT$EMBJ
$384M
45 positions
#20OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$SO$COP$ACN$LMT$IBM
$311M
318 positions
#21Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$IBM$ACN$MDLZ
$114M
45 positions
#22Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$SCHW$C$LRCX$CBRE
$62.3B
334 positions
#23FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$SCHW$CARR$ACN
$8.1B
62 positions
#24Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$SONY$LNG$NXPI$ACN
$334M
46 positions
#25KWMG, LLCActive
Some overlap · 5 shared positions
$SCHW$LRCX$COP$CTRA$IBM
$1.2B
147 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.