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 OverlapQ2 2026American Money portfolio →

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Most similar hedge funds by 13F overlap

American Money Management, LLC is an institutional investor managing $700M across 174 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 Money are Papamarkou Wellner Asset, Alley Investment Company, First Fiduciary Investment Counsel, with shared positions in $PM, $ASML, $SPGI, $MCD, $BLK, $MAR. The full ranking of 25 similar funds is below.

#1Papamarkou Wellner Asset Management inc.Passive

Notable overlap · 8 shared positions

$PM $ASML $SPGI $MCD $BLK $MAR

$159M

75 positions

#2Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$PM $ASML $UNP $BLK $PAYX $INTU

$856M

89 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$PM $MAR $UNP $BLK $MCD $DHR

$521M

77 positions

#4FAYEZ SAROFIM & COActive

Notable overlap · 6 shared positions

$ASML $PM $MCD $SPGI $BLK $MAR

$42.5B

300 positions

#5Phraction Management LLCActive

Notable overlap · 6 shared positions

$ASML $SPGI $ICE $PM $WFC $DHR

$545M

67 positions

#6Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$ASML $PM $BLK $ICE

$1.6B

184 positions

#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$ASML $TPL $BLK $DHR

$595M

264 positions

#8CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$PM $MAR $UNP $ASML $MCD

$119M

77 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ASML $BLK $MCD $UNP $QCOM

$170M

61 positions

#10FIRST MANHATTAN CO. LLC.Active

Notable overlap · 7 shared positions

$ASML $TPL $SPGI $PM $DHR $MAR

$39.2B

742 positions

#11Mill Capital Management, LLCActive

Notable overlap · 6 shared positions

$ASML $UNP $ICE $SPGI $PM $WFC

$1.5B

128 positions

#12Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$UNP $BLK $PAYX $MCD $QCOM

$455M

57 positions

#13PROMETHIUM ADVISORS,LLCPassive

Notable overlap · 5 shared positions

$TPL $MAR $ICE $MCD $DHR

$203M

118 positions

#14ClearAlpha Technologies LPPassive

Notable overlap · 6 shared positions

$ASML $BLK $SPGI $INTU $DPZ $DHR

$58M

79 positions

#15Segment Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ASML $MAR $SPGI $UNP $MCD

$1.9B

315 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$UNP $BLK $SPGI $ICE $INTU

$529M

72 positions

#17LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$UNP $PAYX $MCD $PM $NOC $INTU

$273M

104 positions

#18Triad Investment ManagementActive

Some overlap · 4 shared positions

$ASML $SPGI $INTU $NXPI

$75M

32 positions

#19EagleClaw Capital Managment, LLCPassive

Some overlap · 5 shared positions

$TPL $UNP $ICE $MAR $QCOM

$745M

145 positions

#20Martin Capital Partners, LLCPassive

Some overlap · 3 shared positions

$ASML $UNP $PAYX

$279M

73 positions

#21SCHWARTZ INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$TPL $SPGI $BR $DPZ

$2.9B

142 positions

#22Investment Research & Advisory Group, Inc.Active

Some overlap · 4 shared positions

$ASML $BLK $PM $DHR

$337M

333 positions

#23Cander Asset Management LPActive

Some overlap · 5 shared positions

$MAR $BLK $SPGI $ICE $INTU

$540M

48 positions

#24Karani Asset Management LLCActive

Some overlap · 4 shared positions

$ASML $SPGI $INTU $MAR

$139M

57 positions

#25ST GERMAIN D J CO INCPassive

Some overlap · 5 shared positions

$ASML $BLK $QCOM $WFC $DHR

$2.8B

914 positions

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View American Money’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.