What hedge funds are most similar to American Assets Investment Management, LLC?

The funds with the most similar 13F portfolios to American Assets Investment Management, LLC are DMKC Advisory Services,, SALZHAUER MICHAEL, Teewinot Advisers, L.L.C., 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 Assets Investment ,

13F Portfolio OverlapQ1 2026American Assets Investment , portfolio →

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Most similar hedge funds by 13F overlap

American Assets Investment Management, LLC is an institutional investor managing $1.5B across 146 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 Assets Investment , are DMKC Advisory Services,, SALZHAUER MICHAEL, Teewinot Advisers, L.L.C., with shared positions in $BAC, $WFC, $SHEL, $C, $USB, $TTE. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCPassive

Notable overlap · 7 shared positions

$BAC $WFC $SHEL $C $USB $TTE

$240M

84 positions

#2SALZHAUER MICHAELSmart money

Notable overlap · 6 shared positions

$BAC $WFC $C $COF $TFC $PNC

$212M

75 positions

#3Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 5 shared positions

$WFC $BAC $C $COF $MS

$1.3B

33 positions

#4DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$BAC $WFC $PSX $MS $USB

$220M

38 positions

#5Allied Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$SHEL $WFC $BAC $USB $TTE $FDX

$697M

100 positions

#6DAILY JOURNAL CORPSmart money

Notable overlap · 3 shared positions

$WFC $BAC $USB

$241M

4 positions

#7Tweedy, Browne Co LLCActive

Notable overlap · 9 shared positions

$WFC $BAC $TFC $__PARK_1390777 $NVS $TTE

$1.3B

93 positions

#8Prana Capital Management, LPPassive

Notable overlap · 4 shared positions

$BAC $WFC $TFC $COF

$3.3B

131 positions

#9Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$SHEL $WFC $PSX $COF $NVS

$393M

31 positions

#10Brandywine Global Investment Management, LLC

Notable overlap · 8 shared positions

$BAC $WFC $C $MS $KR $FDX

$14.9B

601 positions

#11AMERICAN ASSETS INCActive

Notable overlap · 6 shared positions

$WFC $AAT $BAC $COF $TD $TFC

$298M

30 positions

#12BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Notable overlap · 6 shared positions

$BAC $COF $MS $WFC $USB $PNC

$2.1B

108 positions

#13Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$BAC $WFC $TFC $C $IBM

$202M

72 positions

#14Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$BAC $WFC $C $GE $IBM $__PARK_1390777

$685M

380 positions

#15BlueCrest Capital Management LtdPassive

Notable overlap · 4 shared positions

$BAC $WFC $C $USB

$1.7B

231 positions

#16Regal Partners LtdActive

Notable overlap · 3 shared positions

$BAC $WFC $TFC

$1.8B

106 positions

#17Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$BAC $WFC $GE $IBM $FDX $PSX

$230M

108 positions

#18Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$BAC $MS $IBM $PNC $AMGN $USB

$334M

115 positions

#19Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$BAC $WFC $C $COF $USB $FDX

$588M

337 positions

#20NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$WFC $BAC $SHEL $USB $AMGN

$786M

99 positions

#21Brookmont Capital ManagementActive

Notable overlap · 5 shared positions

$SHEL $WFC $BAC $USB $PNC

$179M

59 positions

#22SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$WFC $PSX $TFC $C $USB $IBM

$728M

79 positions

#23Consilium Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$WFC $GE $C $AMGN $PNC $SNDK

$293M

102 positions

#24Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BAC $PSX $TFC $C $IBM $AMGN

$223M

109 positions

#25EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$WFC $SHEL $TFC $USB $TTE $PNC

$5.1B

71 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.