What hedge funds are most similar to American Investment Services, Inc.?

The funds with the most similar 13F portfolios to American Investment Services, Inc. are NOTTINGHAM ADVISORS, January Advisors, PENOBSCOT WEALTH, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ2 2026American Investment Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

American Investment Services, Inc. is an institutional investor managing $473M across 133 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 American Investment Services are NOTTINGHAM ADVISORS, January Advisors, PENOBSCOT WEALTH, with shared positions in $GLDM, $IAU, $VZ, $AMGN, $PEP, $NEE. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $VZ

$838M

122 positions

#2January Capital Advisors LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $AMGN

$120M

55 positions

#3PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 3 shared positions

$GLDM $IAU $PEP

$374M

117 positions

#4Strategic Financial Services, Inc.Smart money

Substantial overlap · 3 shared positions

$GLDM $NEE $PEP

$2.3B

157 positions

#5SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $JCI

$222M

100 positions

#6Cardinal Strategic Wealth GuidanceActive

Substantial overlap · 3 shared positions

$GLDM $NEE $CL

$441M

67 positions

#7Henderson Brothers Financial Partners, LLCActive

Notable overlap · 6 shared positions

$GLDM $IAU $EQIX $VZ $NEE $PEP

$211M

77 positions

#8Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$271M

129 positions

#9SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$762M

147 positions

#10Bangor Savings BankActive

Notable overlap · 5 shared positions

$GLDM $AMGN $VZ $NEE $PEP

$1.4B

543 positions

#11Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$251M

74 positions

#12RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 5 shared positions

$GLDM $IAU $AMGN $IRM $NEE

$581M

172 positions

#13JMAC ENTERPRISES LLCActive

Notable overlap · 4 shared positions

$IAU $AMGN $NEE $PEP

$593M

122 positions

#14LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $VZ $NKE $AMT $CL

$143M

89 positions

#15ShoreHaven Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$IAU $VZ $GLDM $NEE

$318M

106 positions

#16ETF Store, Inc.Passive

Notable overlap · 6 shared positions

$IAU $VZ $AMGN $NEE $O $CL

$120M

114 positions

#17BCWM, LLCPassive

Notable overlap · 4 shared positions

$IAU $VZ $DLR $PEP

$342M

57 positions

#18BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 3 shared positions

$VZ $AMGN $NKE

$235M

33 positions

#19Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$AMGN $VZ $PLD $NEE $PEP

$513M

70 positions

#20Mission Creek Capital Partners, Inc.Passive

Notable overlap · 4 shared positions

$GLDM $AMGN $NEE $JCI

$569M

231 positions

#21Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $VZ $AMT

$326M

194 positions

#22MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $AMGN $VZ $PEP

$297M

166 positions

#23Piedmont Capital Management, LLCActive

Notable overlap · 5 shared positions

$GLDM $VZ $AMGN $NKE $SPG

$198M

58 positions

#24FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $VZ $PLD $NEE $PEP

$1.3B

159 positions

#25Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $AMGN $NEE $DLR $PEP

$227M

73 positions

Compare American Investment Services’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 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.