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

The funds with the most similar 13F portfolios to American Money Management, LLC are Beacon ,, AMI INVESTMENT, Wolff Financial, 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 Money ,

13F Portfolio OverlapQ1 2026American Money , portfolio →

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Most similar hedge funds by 13F overlap

American Money Management, LLC is an institutional investor managing $632M across 168 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 Money , are Beacon ,, AMI INVESTMENT, Wolff Financial, with shared positions in $UPST, $COP, $SNOW, $MAR, $UNP, $WFC. The full ranking of 25 similar funds is below.

#1Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $SNOW $MAR

$1.8B

57 positions

#2AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$UPST $COP $MAR $UNP $WFC

$445M

77 positions

#3Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$UPST $COP $MAR $MCD

$453M

103 positions

#4Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$UPST $COP $SNOW $NOC $GE

$392M

92 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $COP $SNOW

$109M

1,311 positions

#6Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $SNOW

$246M

75 positions

#7Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$UPST $COP $PAYX $MCD

$176M

177 positions

#8Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $UPST $GE

$2.1B

152 positions

#9Hilton Capital Management, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $MCD $HON $WFC

$1.3B

129 positions

#10Disciplined Investments, LLCPassive

Notable overlap · 3 shared positions

$COP $UPST $SNOW

$279M

141 positions

#11Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $COP $WFC

$184M

56 positions

#12Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$UPST $COP $SNOW

$228M

60 positions

#13Aventus Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$UPST $SNOW $MAR $INTU

$118M

148 positions

#14FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 5 shared positions

$COP $SNOW $MCD $HON $GE

$464M

142 positions

#15Financial Plan, Inc.Active

Notable overlap · 4 shared positions

$COP $UPST $MAR $MCD

$933M

94 positions

#16Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $SNOW $MCD $HON

$566M

28 positions

#17ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$UPST $MAR $UNP $GE $HON $COP

$153M

46 positions

#18TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 3 shared positions

$UPST $SNOW $COP

$1.6B

271 positions

#19Oak Harvest Investment ServicesPassive

Notable overlap · 5 shared positions

$UPST $UNP $MCD $MAR $COP

$958M

176 positions

#20Asset Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$COP $SNOW $PM $MCD

$199M

116 positions

#21MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$UPST $UNP $PAYX $COP $ASML $NOC

$295M

82 positions

#22North Forty Two & Co.Passive

Notable overlap · 5 shared positions

$COP $SNOW $MAR $UNP $WFC

$108M

97 positions

#23Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$UPST $SNOW $ASML

$273M

141 positions

#24MOKAN Wealth Management Inc.Passive

Notable overlap · 4 shared positions

$UPST $COP $MCD $GE

$226M

109 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $SNOW $MCD

$350M

95 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.