Hedge Funds Similar to Asset Advisory Services

13F Portfolio OverlapQ2 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 $2.8B across 375 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 Asset Advisory Services are FORBES J M & LLP, Bigelow Investment Advisors, Cushing Partners, with shared positions in $IAU, $ABT, $LIN, $PEP, $DIS, $TMO. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Some overlap · 4 shared positions

$IAU $ABT $LIN $PEP

$1.3B

159 positions

#2Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $DIS $TMO $PEP

$276M

157 positions

#3Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $LIN $CTAS $ACN

$145M

99 positions

#4Cranbrook Wealth Management, LLCActive

Some overlap · 4 shared positions

$IAU $ABT $TMO $PEP

$534M

406 positions

#5VCI Wealth Management LLCPassive

Some overlap · 3 shared positions

$399M

99 positions

#6Omnia Family Wealth, LLCSmart money

Some overlap · 3 shared positions

$373M

103 positions

#7Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $ABT $SNPS

$497M

120 positions

#8Centerline Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$319M

79 positions

#9TENET WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$134M

101 positions

#10Meridian Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$880M

211 positions

#11TSA Wealth Managment LLCActive

Some overlap · 3 shared positions

$IAU $LIN $SNPS

$354M

119 positions

#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Some overlap · 3 shared positions

$IAU $LIN $SNPS

$2.8B

186 positions

#13AlTi Global, Inc.Active

Some overlap · 3 shared positions

$4.8B

505 positions

#14ROGCO, LPActive

Some overlap · 3 shared positions

$327M

224 positions

#15CAPE ANN SAVINGS BANKActive

Some overlap · 3 shared positions

$212M

113 positions

#16Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 3 shared positions

$84M

36 positions

#17Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $CTAS $TMO

$313M

107 positions

#18Biltmore Family Office, LLCActive

Some overlap · 3 shared positions

$761M

333 positions

#19CPA Asset Management LLCActive

Some overlap · 3 shared positions

$347M

97 positions

#20Sterling Financial Planning, Inc.Active

Some overlap · 3 shared positions

$368M

123 positions

#21BCWM, LLCPassive

Some overlap · 3 shared positions

$342M

57 positions

#22Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$286M

108 positions

#23Three Bridge Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$399M

87 positions

#24Maltin Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$299M

146 positions

#25JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$593M

122 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.