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 Advisory Services

13F Portfolio OverlapQ1 2026Asset Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Capital Asset Advisory Services LLC is an institutional investor managing $2.6B across 299 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 Advisory Services are CATHY PARETO & ASSOCIATES,, Fermata Advisors,, Leslie Global Wealth,, with shared positions in $WT, $REGN, $IAU, $MS, $GMM, $BAC. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $REGN $IAU

$149M

96 positions

#2Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $IAU $MS

$444M

232 positions

#3Leslie Global Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $WT $GMM $BAC

$190M

79 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $REGN $GMM $DDOG

$206M

97 positions

#5GLR Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $IAU $LIN

$183M

100 positions

#6Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $BAC $MS

$90M

65 positions

#7Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $IAU $GMM

$589M

138 positions

#8WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $GMM

$508M

107 positions

#9Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$WT $REGN $AMAT $MS $IAU

$462M

53 positions

#10Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $MS

$331M

134 positions

#11Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 3 shared positions

$REGN $IAU $WT

$166M

127 positions

#12Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$WT $IAU $DIS

$170M

57 positions

#13First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $IAU $DIS

$122M

80 positions

#14Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IAU $DDOG

$125M

29 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $IAU $MS

$477M

70 positions

#16Lunt Capital Management, Inc.Active

Some overlap · 3 shared positions

$WT $REGN $FND

$260M

97 positions

#17Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$REGN $IAU $MS

$126M

74 positions

#18Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$WT $IAU $MS

$365M

111 positions

#19LifeWealth Investments, LLCPassive

Some overlap · 5 shared positions

$IAU $REGN $WT $BTSG $DIS

$335M

141 positions

#20ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $GMM $MS $DDOG

$278M

103 positions

#21American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$WT $REGN $DIS

$188M

96 positions

#22Breachway Investments LLCActive

Some overlap · 4 shared positions

$REGN $WT $GMM $AMAT

$104M

96 positions

#23Endowment Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$REGN $WT $IAU $MS

$226M

165 positions

#24ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $GMM $BAC $DIS

$84M

65 positions

#25Trademark Financial Management, LLCPassive

Some overlap · 4 shared positions

$IAU $REGN $WT $MS

$204M

102 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.