How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to America First Investment Advisors,

13F Portfolio OverlapQ1 2026America First Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

America First Investment Advisors, LLC is an institutional investor managing $536M across 41 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 America First Investment Advisors, are COERENTE, SCHARF INVESTMENTS,, Patrick Mauro Investment Advisor,, with shared positions in $ADP, $ABT, $PFE, $FISV, $USB, $FNV. The full ranking of 25 similar funds is below.

#1COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ADP $ABT $PFE $FISV $USB

$537M

47 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$FNV $BN $CME $TMO $SLB $HSY

$3.2B

70 positions

#3Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$CME $PFE $ADP $ABT

$199M

40 positions

#4Aviso Financial Inc.Active

Notable overlap · 4 shared positions

$FNV $BN $ENB $TMO

$2.8B

338 positions

#5CINCINNATI CASUALTY COActive

Notable overlap · 4 shared positions

$ENB $ADP $TMO $USB

$191M

24 positions

#6Dundas Partners LLPActive

Notable overlap · 4 shared positions

$TMO $ABT $ADP $WRB

$1.3B

49 positions

#7MUFG SECURITIES (CANADA), LTD.Active

Notable overlap · 4 shared positions

$ENB $BN $FNV $BAM

$3.5B

43 positions

#8Longview Partners (Guernsey) LTDActive

Notable overlap · 3 shared positions

$TMO $CME $FISV

$7.1B

25 positions

#9R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$TMO $ADP $PFE $KO $HSY

$124M

40 positions

#10Tacita Capital IncPassive

Notable overlap · 4 shared positions

$BN $ENB $BAM $FNV

$169M

238 positions

#11S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$TMO $ADP $ENB $USB

$344M

89 positions

#12Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 5 shared positions

$ENB $ADP $TMO $ABT $USB

$412M

46 positions

#13HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$FNV $ENB $ABT $KO $HSY

$243M

44 positions

#14London & Capital Asset Management LtdActive

Notable overlap · 4 shared positions

$CME $TMO $SLB $USB

$9.2B

223 positions

#15Marathon Asset Management LtdActive

Notable overlap · 6 shared positions

$BN $FNV $TMO $CME $FISV $MU

$2.6B

74 positions

#16EdgePoint Investment Group Inc.Active

Notable overlap · 3 shared positions

$FNV $TMO $BN

$12.5B

37 positions

#17McAlvany Wealth Management LLCPassive

Notable overlap · 3 shared positions

$RGLD $FNV $ENB

$149M

42 positions

#18Scheer, Rowlett & Associates Investment Management Ltd.Active

Notable overlap · 3 shared positions

$BN $FNV $ENB

$1.4B

33 positions

#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$BN $TMO $ADP $ABT $FISV

$328M

83 positions

#20M. Kraus & CoActive

Notable overlap · 3 shared positions

$TMO $ABT $ENB

$343M

81 positions

#21Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$ADP $PFE $CME $ABT $HSY

$282M

100 positions

#22BANK OF NOVA SCOTIA TRUST COActive

Notable overlap · 4 shared positions

$ENB $BN $FNV $CME

$1.2B

161 positions

#23Mraz, Amerine & Associates, Inc.Active

Notable overlap · 3 shared positions

$WRB $BN $SLB

$678M

190 positions

#24Nexus Investment Management ULCActive

Notable overlap · 3 shared positions

$TMO $PFE $ABT

$715M

70 positions

#25Elevate Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$FNV $WRB $CME $KO $HSY

$155M

72 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.