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Hedge Funds Similar to AUA ,

13F Portfolio OverlapQ1 2026AUA , portfolio →
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Most similar hedge funds by 13F overlap

AUA CAPITAL MANAGEMENT, LLC is an institutional investor managing $196M across 80 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 AUA , are CFC Planning, MH & ASSOCIATES SECURITIES /ADV, Disciplined Equity ,, with shared positions in $MO, $COP, $AXP, $USB, $SYK, $KHC. The full ranking of 25 similar funds is below.

#1CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$MO$COP$AXP
$140M
72 positions
#2MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MO$COP$USB
$115M
98 positions
#3Disciplined Equity Management, Inc.Active
Some overlap · 4 shared positions
$MO$USB$SYK$KHC
$199M
44 positions
#4Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MO$COP$ARCC
$232M
44 positions
#5Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$HUM$KKR
$124M
75 positions
#6Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$DRI$UL
$240M
278 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$AXP$DOV
$480M
133 positions
#8WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$MO$COP$ETN
$87M
99 positions
#9Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$MO$COP$USB$KHC
$870M
157 positions
#10Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$MO$COP$UL
$9.8B
213 positions
#11Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$COP$HUM$DRI$USB$DOV$KKR
$109M
1,311 positions
#12Resurgent Financial Advisors LLCPassive
Some overlap · 5 shared positions
$COP$HUM$MO$ETN$SYK
$277M
260 positions
#13Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$COP$HUM$ETN$AXP$USB
$153M
344 positions
#14MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$COP$HUM$ETN$AXP$USB
$151M
122 positions
#15Aspetuck Financial Management LLCActive
Some overlap · 3 shared positions
$COP$MO$HUM
$146M
75 positions
#16Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 6 shared positions
$COP$HUM$USB$DRI$DOV$KKR
$233M
105 positions
#17Axis Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$COP$HUM$MO$USB$KKR
$188M
174 positions
#18Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$DRI$USB
$532M
164 positions
#19CoreFirst Bank & TrustPassive
Some overlap · 6 shared positions
$HUM$COP$MO$ETN$AXP$KKR
$189M
290 positions
#20RoundAngle Advisors LLCPassive
Slight overlap · 3 shared positions
$MO$COP$USB
$134M
60 positions
#21AAFMAA Wealth Management & Trust LLCPassive
Slight overlap · 5 shared positions
$COP$HUM$ETN$SYK$BSX
$258M
96 positions
#22PLANNING DIRECTIONS INCActive
Slight overlap · 5 shared positions
$COP$HUM$DRI$USB$DOV
$198M
106 positions
#23Willis Investment CounselActive
Slight overlap · 4 shared positions
$COP$DRI$ETN$VLO
$1.8B
123 positions
#24Keystone Financial Planning, Inc.Smart money
Slight overlap · 3 shared positions
$MO$UL$USB
$374M
40 positions
#25Ballast Financial Advisors LLCActive
Slight overlap · 5 shared positions
$COP$HUM$USB$DOV$KKR
$98M
68 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.