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 Asset Group,

13F Portfolio OverlapQ1 2026Asset Group, portfolio →

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Most similar hedge funds by 13F overlap

Asset Management Group, Inc. is an institutional investor managing $619M across 138 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 Asset Group, are Grove Street Fiduciary,, Grey Fox Wealth Advisors,, Discipline Wealth Solutions,, with shared positions in $UNIT, $HUM, $SNOW, $MAR, $ABT, $COP. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$UNIT $HUM $SNOW $MAR $ABT

$227M

74 positions

#2Grey Fox Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$UNIT $COP $SNOW $SCHW $DDOG $CTVA

$518M

140 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $AGQ $SNOW $SCHW $COP $HUM

$950M

192 positions

#4Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$UNIT $COP $SNOW $SCHW $DOV

$1.4B

58 positions

#5Whitegate Investment Counselors, Inc.Active

Notable overlap · 8 shared positions

$HUM $COP $UNIT $SNOW $SCHW $MDY

$315M

68 positions

#6ASPIRIANT, LLCActive

Notable overlap · 6 shared positions

$UNIT $HUM $DDOG $CTVA $MAR $SCHW

$3.5B

338 positions

#7Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$UNIT $HUM $SNOW $ICFI $DOV

$111M

63 positions

#8STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$UNIT $HUM $COP $DIS $DOV $CTVA

$547M

180 positions

#9Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $UNIT $DDOG $SCHW $MDY

$480M

160 positions

#10SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$UNIT $HUM $MAR $SCHW $PFE

$272M

554 positions

#11Rodgers & Associates, LTDActive

Notable overlap · 5 shared positions

$UNIT $COP $SNOW $SCHW $CTVA

$982M

101 positions

#12Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$UNIT $HUM $COP $SCHW

$230M

21 positions

#13Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $COP $HUM $DOV

$127M

57 positions

#14Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$UNIT $COP $SNOW $MAR

$127M

54 positions

#15Family CFO IncActive

Notable overlap · 3 shared positions

$UNIT $HUM $SCHW

$223M

41 positions

#16Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$UNIT $HUM $COP $DOV

$98M

68 positions

#17FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$UNIT $HUM $SCHW $MAR

$176M

104 positions

#18Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $SCHW $DOV $DDOG

$313M

119 positions

#19Plum Street Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $COP $DDOG $SNOW $CTVA $HUM

$289M

98 positions

#20Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $COP $DOV

$171M

106 positions

#21E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UNIT $COP $SCHW

$100M

12 positions

#22Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $MAR $SCHW

$543M

103 positions

#23Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$HUM $COP $SNOW $DDOG $DOV $UNIT

$109M

1,311 positions

#24PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$HUM $COP $SNOW $UNIT $DOV $DDOG

$198M

106 positions

#25Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $COP $MDY

$160M

82 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.