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Hedge Funds Similar to American Investment Advisors

13F Portfolio OverlapQ2 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 $203M across 81 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 American Investment Advisors are KLEIN PAVLIS & PEASLEY FINANCIAL, EDGAR LOMAX, Rock Point Advisors, with shared positions in $SCHW, $EMBJ, $SO, $CCJ, $SONY, $COP. The full ranking of 25 similar funds is below.

#1KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 6 shared positions
$SCHW$EMBJ$SO$CCJ$SONY$COP
$192M
89 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$MDLZ$SO$SCHW$COP$LMT
$1.3B
58 positions
#3Rock Point Advisors, LLCPassive
Notable overlap · 4 shared positions
$C$SONY$ACN$CB
$409M
123 positions
#4Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$C$SO$COP$DVN
$902M
91 positions
#5LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 3 shared positions
$SCHW$J$SONY
$565M
89 positions
#6Griffith & Werner, Inc.Passive
Notable overlap · 4 shared positions
$C$SO$CEG$LMT
$213M
71 positions
#7Martin Investment Management, LLCActive
Some overlap · 5 shared positions
$SONY$NXPI$LNG$ACN$ASML
$300M
47 positions
#8Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$SCHW$C$ACN$CB
$363M
120 positions
#9BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$MDLZ$NXPI$COP
$679M
104 positions
#10FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$NXPI$NOW$SCHW$SONY$ASML
$118M
56 positions
#11apricus wealth, LLCPassive
Some overlap · 5 shared positions
$BG$C$SO$DVN$CB
$210M
129 positions
#12Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$C$NXPI$ASML
$456M
28 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$NXPI$SCHW$LMT$CB$KTB$VFC
$383M
74 positions
#14Murphy Pohlad Asset Management LLCPassive
Some overlap · 6 shared positions
$C$ALV$CCJ$COP$DVN$VFC
$287M
135 positions
#15LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$NXPI$MDLZ$C$NOW
$143M
89 positions
#16MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$C$ACN$NOW
$3.9B
80 positions
#17Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$SONY$SCHW$SAN
$6.5B
111 positions
#18BAROMETER CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$C$IRM$SAN
$360M
136 positions
#19OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$NXPI$SCHW$LMT$CB$ASML
$1.8B
139 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$SO$LMT
$233M
122 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$CARR$ACN$LMT$CB$ASML
$2.1B
131 positions
#22HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$SCHW$C$COP$CBRE
$75.4B
162 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NXPI$C$COP$KTB
$606M
79 positions
#24WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$C$NXPI$LMT
$1.2B
72 positions
#25FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 3 shared positions
$SCHW$CARR$ACN
$7.0B
56 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.