13F Pro

Hedge Funds Similar to America First Investment Advisors

13F Portfolio OverlapQ2 2026America First Investment Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

America First Investment Advisors, LLC is an institutional investor managing $539M across 45 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 America First Investment Advisors are CINCINNATI CASUALTY, GUARDCAP ASSET Ltd, Tacita, with shared positions in $ENB, $ADP, $TMO, $USB, $VRSK, $CME. The full ranking of 25 similar funds is below.

#1CINCINNATI CASUALTY COSmart money
Notable overlap · 4 shared positions
$ENB$ADP$TMO$USB
$188M
24 positions
#2GUARDCAP ASSET MANAGEMENT LtdActive
Notable overlap · 3 shared positions
$VRSK$CME$ADP
$1.4B
18 positions
#3Tacita Capital IncPassive
Notable overlap · 4 shared positions
$BN$ENB$BAM$FNV
$184M
214 positions
#4SCHARF INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$BN$FNV$CME$TMO$SLB$HSY
$3.0B
79 positions
#5Navera Investment Management Ltd.Active
Notable overlap · 4 shared positions
$TMO$ADP$VRSK$FNV
$3.7B
56 positions
#6Aviso Financial Inc.Passive
Notable overlap · 4 shared positions
$BN$ENB$FNV$TMO
$2.9B
273 positions
#7COERENTE CAPITAL MANAGEMENTActive
Notable overlap · 4 shared positions
$ADP$ABT$FISV$USB
$543M
43 positions
#8Cincinnati Specialty Underwriters Insurance COActive
Notable overlap · 5 shared positions
$ENB$ADP$TMO$ABT$USB
$449M
45 positions
#9S.E.E.D. Planning Group LLCPassive
Notable overlap · 4 shared positions
$TMO$ADP$ENB$USB
$379M
88 positions
#10Dundas Partners LLPActive
Notable overlap · 4 shared positions
$TMO$ABT$ADP$WRB
$1.4B
31 positions
#11R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 3 shared positions
$TMO$ADP$HSY
$130M
40 positions
#12HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$FNV$ENB$ABT$VRSK$HSY
$252M
43 positions
#13Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 3 shared positions
$BN$FNV$ENB
$1.4B
30 positions
#14EdgePoint Investment Group Inc.Active
Notable overlap · 3 shared positions
$TMO$FNV$BN
$13.2B
39 positions
#15MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 4 shared positions
$ENB$BN$FNV$BAM
$3.7B
43 positions
#16Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$WRB$BN$SLB
$697M
199 positions
#17GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 5 shared positions
$BN$TMO$ADP$ABT$FISV
$372M
82 positions
#18ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$ADP$ABT$HSY
$878M
73 positions
#19Elevate Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$FNV$WRB$HSY
$182M
77 positions
#20McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$RGLD$FNV$ENB
$134M
48 positions
#21Bristol Gate Capital Partners Inc.Active
Notable overlap · 3 shared positions
$WRB$VRSK$BN
$1.4B
33 positions
#22EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 3 shared positions
$BN$SLB$FISV
$842M
118 positions
#23Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$ADP$VRSK$TMO
$292M
28 positions
#24Marathon Asset Management LtdActive
Notable overlap · 5 shared positions
$BN$FNV$TMO$FISV$CME
$2.5B
74 positions
#25M. Kraus & CoPassive
Notable overlap · 3 shared positions
$TMO$ENB$ABT
$377M
86 positions

Compare America First Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View America First Investment Advisors’s holdings

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.