Hedge Funds Similar to AE Wealth

13F Portfolio OverlapQ2 2026AE Wealth portfolio →

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Most similar hedge funds by 13F overlap

AE Wealth Management LLC is an institutional investor managing $21.5B across 2,663 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 AE Wealth are Richmond Brothers, FARMERS, PINKERTON WEALTH, with shared positions in $STT, $MCD, $PM, $LEN, $C, $AMGN. The full ranking of 25 similar funds is below.

#1Richmond Brothers, Inc.Passive

Some overlap · 7 shared positions

$STT $MCD $PM $LEN $C $AMGN

$192M

96 positions

#2FARMERS TRUST CO

Some overlap · 5 shared positions

$STT $MCD $PM $C $PLTR

$637M

203 positions

#3PINKERTON WEALTH, LLCActive

Some overlap · 5 shared positions

$STT $MCD $C $AMGN $KMB

$1.2B

103 positions

#4Mosley Wealth ManagementPassive

Some overlap · 6 shared positions

$STT $PLTR $MCD $C $AMGN $PM

$314M

781 positions

#5SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 5 shared positions

$STT $MCD $C $AMGN $KMB

$1.3B

97 positions

#6FIRST NATIONAL TRUST COPassive

Some overlap · 4 shared positions

$STT $MCD $PM $AMGN

$2.9B

382 positions

#7Cordatus Wealth Management LLCPassive

Some overlap · 4 shared positions

$STT $MCD $C $PLTR

$455M

168 positions

#8TOEWS CORP /ADVActive

Some overlap · 4 shared positions

$STT $PM $C $PLTR

$686M

151 positions

#9GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$STT $PM $C $AMGN

$3.0B

213 positions

#10Elevated Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$STT $MCD $PM $AMGN

$364M

849 positions

#11American National Bank of TexasActive

Some overlap · 4 shared positions

$STT $MCD $PM $AMGN

$110M

56 positions

#12apricus wealth, LLCPassive

Some overlap · 4 shared positions

$STT $C $AMGN $KMB

$210M

129 positions

#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 4 shared positions

$STT $PM $CCZ $KMB

$1.5B

184 positions

#14KDT Advisors, LLCPassive

Some overlap · 4 shared positions

$MCD $PM $LEN $PLTR

$72M

73 positions

#15MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$3.8B

152 positions

#16Altrius Capital Management IncPassive

Slight overlap · 3 shared positions

$526M

89 positions

#17Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $C $AMGN

$334M

127 positions

#18Yoffe Investment Management, LLCPassive

Slight overlap · 4 shared positions

$MCD $PM $C $AMGN

$87M

113 positions

#19PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$219M

125 positions

#20Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$251M

74 positions

#21Walsky Investment Management, Inc.Passive

Slight overlap · 3 shared positions

$STT $MCD $AMGN

$108M

52 positions

#22AMICA MUTUAL INSURANCE COActive

Slight overlap · 3 shared positions

$1.2B

142 positions

#23Independent Solutions Wealth Management, LLCActive

Slight overlap · 4 shared positions

$MCD $PM $PLTR $AMGN

$766M

194 positions

#24FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Slight overlap · 3 shared positions

$8.2B

442 positions

#25Aurdan Capital Management, LLCActive

Slight overlap · 3 shared positions

$394M

99 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.