Hedge Funds Similar to Advisors Asset

13F Portfolio OverlapQ2 2026Advisors Asset portfolio →

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Most similar hedge funds by 13F overlap

Advisors Asset Management, Inc. is an institutional investor managing $6.6B across 1,408 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 Advisors Asset are Verity & Verity, Genus, MEYER HANDELMAN, with shared positions in $VZ, $TXN, $DELL, $UPS, $AMGN, $CMI. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Some overlap · 6 shared positions

$VZ $TXN $DELL $UPS $AMGN $CMI

$1.5B

138 positions

#2Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$GLW $VZ $TXN $DELL $AMGN

$1.0B

204 positions

#3MEYER HANDELMAN COPassive

Some overlap · 5 shared positions

$GLW $VZ $TXN $DELL $AMGN

$3.5B

274 positions

#4Garner Asset Management CorpPassive

Some overlap · 5 shared positions

$GLW $VZ $TXN $DELL $KYN

$308M

169 positions

#5Columbia Asset ManagementActive

Some overlap · 5 shared positions

$GLW $VZ $UPS $AMGN $AXP

$575M

168 positions

#6Community Bank, N.A.Passive

Some overlap · 5 shared positions

$GLW $VZ $TXN $AMGN $CMI

$926M

530 positions

#7Cornerstone Capital, Inc.Active

Some overlap · 5 shared positions

$GLW $VZ $SHOP $AMGN $APH

$1.1B

120 positions

#8ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 5 shared positions

$VZ $TXN $UPS $AMGN $CMI

$549M

195 positions

#9ROMANO BROTHERS AND COMPANYPassive

Some overlap · 5 shared positions

$GLW $DELL $UPS $AMGN $CMI

$994M

331 positions

#10Junk Investment Group, LLCActive

Some overlap · 5 shared positions

$TXN $DELL $VZ $AMGN $AXP

$226M

97 positions

#11Phoenix Wealth AdvisorsActive

Some overlap · 5 shared positions

$VZ $TXN $AMGN $AXP $CMI

$297M

129 positions

#12Richard C. Young & CO., LTD.Passive

Slight overlap · 5 shared positions

$VZ $TXN $DELL $APH $CMI

$1.4B

101 positions

#13Ironwood Investment Counsel, LLCPassive

Slight overlap · 5 shared positions

$GLW $UPS $AMGN $AXP $CMI

$762M

267 positions

#14RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$GLW $TXN $AXP $PH $CMI

$414M

188 positions

#15ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$VZ $DELL $TXN $AMGN $GLW

$914M

1,049 positions

#16Hamilton Point Investment Advisors, LLCPassive

Slight overlap · 5 shared positions

$TXN $DELL $AMGN $AXP $CMI

$710M

193 positions

#17Truvestments Capital LLCPassive

Slight overlap · 4 shared positions

$GLW $TXN $DELL $VZ

$673M

1,150 positions

#18Central Pacific Bank - Trust DivisionPassive

Slight overlap · 5 shared positions

$GLW $TXN $AXP $APH $CMI

$984M

889 positions

#19Estabrook Capital ManagementPassive

Slight overlap · 4 shared positions

$GLW $VZ $TXN $AMGN

$739M

344 positions

#20Oder Investment Management, LLCPassive

Slight overlap · 5 shared positions

$VZ $UPS $SHOP $CMI $MUC

$149M

113 positions

#21VALLEY WEALTH MANAGERS, INC.Passive

Slight overlap · 4 shared positions

$GLW $VZ $DELL $AMGN

$1.7B

345 positions

#22PeakShares LLCActive

Slight overlap · 4 shared positions

$GLW $VZ $DELL $AXP

$134.4B

122 positions

#23Clearwave Capital, LLCPassive

Slight overlap · 4 shared positions

$GLW $VZ $TXN $AMGN

$181M

166 positions

#24Palouse Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$VZ $TXN $DELL $UPS

$160M

124 positions

#25OpenArc Corporate Advisory, LLCActive

Slight overlap · 5 shared positions

$DELL $UPS $AMGN $TXN $APH

$8.4B

789 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.