Hedge Funds Similar to AAF Wealth ,

13F Portfolio OverlapQ1 2026AAF Wealth , portfolio →

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Most similar hedge funds by 13F overlap

AAF Wealth Management, LLC is an institutional investor managing $271M across 57 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 AAF Wealth , are Cambridge Advisors, Hartford Financial, Carlton Hofferkamp & Jenks Wealth ,, with shared positions in $DHR, $GLW, $BRZE, $UNP, $TJX. The full ranking of 25 similar funds is below.

#1Cambridge Advisors Inc.Active

Slight overlap · 4 shared positions

$DHR $GLW $BRZE $UNP

$515M

178 positions

#2Hartford Financial Management Inc.Passive

Slight overlap · 4 shared positions

$DHR $GLW $TJX $UNP

$392M

344 positions

#3Carlton Hofferkamp & Jenks Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$DHR $BRZE $TJX $UNP

$299M

142 positions

#4Juno Financial Group LLCActive

Slight overlap · 3 shared positions

$DHR $GLW $BRZE

$255M

70 positions

#5Front Row Advisors LLCPassive

Slight overlap · 3 shared positions

$296M

553 positions

#6Progressive Investment Management CorpActive

Slight overlap · 3 shared positions

$379M

58 positions

#7FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Slight overlap · 3 shared positions

$102M

56 positions

#8Compass Wealth Management LLCPassive

Slight overlap · 3 shared positions

$405M

75 positions

#9KDT Advisors, LLCPassive

Slight overlap · 3 shared positions

$63M

69 positions

#10Boit C F DavidPassive

Slight overlap · 3 shared positions

$225M

117 positions

#11Dougherty Wealth Advisers LLCActive

Slight overlap · 3 shared positions

$158M

107 positions

#12GARRISON POINT ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$219M

168 positions

#13First Citizens Financial CorpPassive

Slight overlap · 3 shared positions

$212M

135 positions

#14Karras Company, Inc.Active

Slight overlap · 3 shared positions

$99M

61 positions

#15Winthrop Partners - WNY, LLCPassive

Slight overlap · 3 shared positions

$188M

87 positions

#16Sageworth Trust Co of South DakotaActive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$126M

56 positions

#17Ballast Financial Advisors LLCActive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$98M

68 positions

#18GeoWealth Management, LLCActive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$2.8B

853 positions

#19Wealth Enhancement Trust Services, Inc.Passive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$826M

779 positions

#20MontVue Capital Management, Inc.Active

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$147M

67 positions

#21McKinley Carter Wealth Services, Inc.Passive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$1.7B

305 positions

#22Tandem Investment Partners LLCPassive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$118M

73 positions

#23AMG National Trust BankActive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$4.6B

476 positions

#24PROFFITT & GOODSON INCActive

Slight overlap · 3 shared positions

$DHR $BRZE $TJX

$649M

283 positions

#25Traveka Wealth, LLCPassive

Slight overlap · 3 shared positions

$DHR $BRZE $UNP

$262M

186 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.