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Hedge Funds Similar to Advisors Asset ,

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

Advisors Asset Management, Inc. is an institutional investor managing $6.0B across 1,451 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 Advisors Asset , are Rayburn West Financial Services, Estabrook, MORGAN DEMPSEY, with shared positions in $VZ, $IBM, $AMGN, $T, $UPS, $AXP. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive
Some overlap · 9 shared positions
$VZ$IBM$AMGN$T$UPS$AXP
$170M
82 positions
#2Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$VZ$IBM$GLW$AMGN$T$GEV
$685M
380 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$VZ$IBM$T$UPS$TXN$KO
$220M
148 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 8 shared positions
$VZ$IBM$GLW$AMGN$T$LMT
$215M
125 positions
#5Community Bank, N.A.Passive
Some overlap · 8 shared positions
$VZ$IBM$GLW$AMGN$TXN$KO
$840M
501 positions
#6Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$VZ$IBM$AMGN$T$TMUS$LMT
$14.9B
601 positions
#7OmniStar Financial Group, Inc.Passive
Some overlap · 8 shared positions
$VZ$IBM$GLW$AMGN$UPS$KO
$193M
108 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 8 shared positions
$VZ$IBM$AMGN$UPS$KO$PFE
$223M
109 positions
#9BONNESS ENTERPRISES INCActive
Some overlap · 8 shared positions
$VZ$IBM$GLW$T$UPS$KO
$273M
39 positions
#10CFC Planning Co LLCPassive
Some overlap · 7 shared positions
$VZ$IBM$AMGN$UPS$TXN$AXP
$140M
72 positions
#11Verity & Verity, LLCActive
Some overlap · 8 shared positions
$VZ$AMGN$UPS$TXN$LMT$PFE
$1.3B
138 positions
#12CapWealth Advisors, LLCActive
Some overlap · 8 shared positions
$IBM$GLW$AMGN$T$UPS$KO
$1.3B
118 positions
#13CORRADO ADVISORS, LLCPassive
Some overlap · 7 shared positions
$VZ$SHOP$IBM$GLW$T$LMT
$192M
115 positions
#14Garner Asset Management CorpPassive
Some overlap · 7 shared positions
$VZ$IBM$GLW$T$TXN$KYN
$255M
156 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 9 shared positions
$AMGN$T$TXN$KO$LMT$PFE
$1.4B
56 positions
#16Genus Capital Management Inc.Passive
Some overlap · 7 shared positions
$VZ$IBM$GLW$AMGN$TXN$GEV
$873M
189 positions
#17Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$VZ$IBM$AMGN$T$UPS$PFE
$277M
154 positions
#18Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$VZ$IBM$GLW$T$KO$LMT
$168M
121 positions
#19EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$VZ$IBM$AMGN$T$KO$PFE
$278M
160 positions
#20Carolina Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$VZ$IBM$AMGN$TXN$KO$LMT
$240M
278 positions
#21Principal Street Partners, LLCPassive
Some overlap · 7 shared positions
$VZ$AMGN$T$TXN$KO$LMT
$613M
247 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 7 shared positions
$VZ$IBM$T$TXN$KO$PFE
$1.5B
235 positions
#23Cladis Investment Advisory, LLCPassive
Some overlap · 7 shared positions
$VZ$IBM$T$UPS$GEV$PFE
$182M
159 positions
#24Griffith & Werner, Inc.Active
Some overlap · 7 shared positions
$VZ$T$IBM$AXP$KO$LMT
$202M
72 positions
#25TCM Advisors, LLCSmart money
Some overlap · 8 shared positions
$T$UPS$TXN$IBM$KO$LMT
$1.4B
69 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.