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Hedge Funds Similar to AG Asset Advisory,

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

AG Asset Advisory, LLC is an institutional investor managing $121M across 25 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 AG Asset Advisory, are Accel Wealth, with shared positions in $NKE, $PTY, $DE. The full ranking of 1 similar funds is below.

#1Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$NKE$PTY$DE
$383M
290 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.