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 American Investment Services,

13F Portfolio OverlapQ1 2026American Investment Services, portfolio →

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Most similar hedge funds by 13F overlap

American Investment Services, Inc. is an institutional investor managing $448M across 132 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 American Investment Services, are NavPoint Financial,, Argos Wealth Advisors,, Brindle & Bay Financial Advisors,, with shared positions in $GLDM, $IAU, $SNOW, $GMM, $UNH, $IBM. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Substantial overlap · 6 shared positions

$GLDM $IAU $SNOW $GMM $UNH $IBM

$247M

71 positions

#2Argos Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $DDOG

$348M

202 positions

#3Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLDM $UNIT $SCHW $SNOW $USB $VZ

$163M

67 positions

#4CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $IBM $NEE $UNH

$241M

70 positions

#5EVOKE WEALTH, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $SCHW $NKE

$5.6B

711 positions

#6Piedmont Capital Management, LLCActive

Notable overlap · 8 shared positions

$GLDM $USB $VZ $SCHW $AMGN $IBM

$197M

50 positions

#7RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBM $MAR

$116M

75 positions

#8My Portfolio Guide, LLCActive

Notable overlap · 3 shared positions

$GLDM $USB $GMM

$181M

166 positions

#9Austin Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$GLDM $SCHW $IAU $NEE $UNIT

$440M

118 positions

#10Carolina Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $AMGN $VZ $IBM

$240M

278 positions

#11Strategic Financial Services, Inc.Smart money

Notable overlap · 6 shared positions

$GLDM $USB $UPST $NKE $NEE $DDOG

$2.1B

152 positions

#12Cedar Point Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$GLDM $SCHW $USB $NKE $NEE

$154M

71 positions

#13Integrity Wealth Solutions LLCPassive

Notable overlap · 7 shared positions

$GLDM $IAU $UNIT $DDOG $SCHW $SNOW

$255M

130 positions

#14Timber Creek Capital Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $SCHW

$412M

78 positions

#15Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $SCHW $GMM

$169M

68 positions

#16Glass Jacobson Investment Advisors llcPassive

Notable overlap · 8 shared positions

$UNIT $IAU $USB $UPST $DDOG $SNOW

$290M

607 positions

#17Lynx Investment AdvisoryPassive

Notable overlap · 6 shared positions

$GLDM $IAU $SNOW $VZ $USB $MAR

$209M

181 positions

#18Mills Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$GLDM $UPST $NKE $NEE $MAR

$286M

80 positions

#19Clarity Capital Advisors, LLCActive

Notable overlap · 9 shared positions

$SCHW $SNOW $UNIT $USB $UPST $NKE

$215M

95 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$IAU $UNIT $USB $SCHW $SNOW $NKE

$1.4B

283 positions

#21SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $GMM $SCHW $IAU $NEE

$676M

137 positions

#22Alhambra Investment Partners LLCPassive

Notable overlap · 7 shared positions

$SCHW $UNIT $IAU $UPST $AMGN $DDOG

$217M

176 positions

#23Disciplined Investments, LLCPassive

Notable overlap · 10 shared positions

$IAU $SCHW $UPST $USB $NKE $DDOG

$279M

141 positions

#24Cassaday & Co Wealth Management LLCActive

Notable overlap · 6 shared positions

$GLDM $SNOW $GMM $MAR $SCHW $IBM

$4.7B

1,361 positions

#25Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$IAU $SNOW $DDOG $SCHW $NKE $UNIT

$337M

117 positions

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View American Investment Services,’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.