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Hedge Funds Similar to Asset Advisors,

13F Portfolio OverlapQ1 2026Asset Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Asset Management Advisors, LLC is an institutional investor managing $181M across 17 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 Advisors, are Slocum, Gordon & LLP, GoodHaven ,, BCV Asset, with shared positions in $NEE, $VZ, $WMB, $OXY, $BN, $LEN. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$NEE$VZ$WMB$OXY
$147M
64 positions
#2GoodHaven Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BN$LEN$OXY
$287M
26 positions
#3BCV Asset Management Inc.Active
Notable overlap · 3 shared positions
$BN$NEE$ACN
$2.9B
120 positions
#4Midway Capital Research & ManagementPassive
Notable overlap · 3 shared positions
$BN$NEE$KMX
$106M
117 positions
#5Oak Grove Capital LLCSmart money
Notable overlap · 3 shared positions
$MU$BN$BEPC
$1.2B
92 positions
#6Catherine Avery Investment Management LLCPassive
Notable overlap · 3 shared positions
$VZ$NEE$LEN
$223M
109 positions
#7TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$VZ$NEE$LEN
$514M
167 positions
#8BROOKFIELD Corp /ON/Smart money
Some overlap · 4 shared positions
$BEPC$BN$WMB$NEE
$74.2B
132 positions
#9WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$LEN$VZ$MU
$130M
123 positions
#10PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MU$NEE$SO
$143M
96 positions
#11GQG Partners LLCActive
Some overlap · 3 shared positions
$VZ$OXY$NEE
$63.1B
81 positions
#12SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$VZ$ACN$OXY
$788M
47 positions
#13Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$MU$ACN$VZ
$301M
93 positions
#14Verity & Verity, LLCActive
Some overlap · 3 shared positions
$ACN$VZ$NEE
$1.3B
138 positions
#15BERKSHIRE HATHAWAY INCSmart money
Some overlap · 4 shared positions
$OXY$VRSN$ALLY$LEN
$263.1B
29 positions
#16Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$BN$MU$BEPC$SO
$209M
97 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$VZ$WMB
$976M
142 positions
#18Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$VZ$NEE$MU$SO
$126M
112 positions
#19CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$VZ$BEPC$NEE
$192M
115 positions
#20Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$NEE$BN
$277M
118 positions
#21HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$VRSN$ACN$NEE
$544M
97 positions
#22Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$VZ$SO
$232M
44 positions
#23IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$WMB$MU$VZ
$1.1B
203 positions
#24EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$BN$LEN$BEPC$NEE
$214M
83 positions
#25FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$NEE$VZ$WMB$SO
$1.5B
235 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.