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Hedge Funds Similar to AAF Wealth

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AAF Wealth are Fortis Advisors, Shira Ridge Wealth, Accretive Wealth Partners, with shared positions in $GLDM, $GLW, $UNP, $TJX, $BNY. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$GLW$UNP
$214M
122 positions
#2Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$GLDM$GLW$UNP
$288M
83 positions
#3Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$UNP$TJX
$412M
181 positions
#4MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLDM$BNY$UNP
$167M
106 positions
#5AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$GLDM$GLW$TJX
$424M
86 positions
#6Medallion Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$GLW$UNP
$317M
1,220 positions
#7CoreCap Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$GLW$TJX
$3.5B
3,146 positions
#8Gambit Capital Management, LLCActive
Slight overlap · 3 shared positions
$GLDM$GLW$UNP
$172M
103 positions
#9Archford Capital Strategies, LLCPassive
Slight overlap · 3 shared positions
$GLDM$BNY$TJX
$1.0B
363 positions
#10CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 3 shared positions
$GLDM$UNP$TJX
$777M
203 positions
#11COURIER CAPITAL LLCPassive
Slight overlap · 3 shared positions
$GLDM$GLW$TJX
$2.0B
405 positions
#12MOTCOPassive
Slight overlap · 4 shared positions
$GLW$BNY$UNP$TJX
$1.2B
840 positions
#13Claro Advisors LLCPassive
Slight overlap · 3 shared positions
$GLDM$GLW$TJX
$953M
533 positions
#14Ascension Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$GLDM$UNP$TJX
$356M
97 positions
#15CONNING INC.Passive
Slight overlap · 3 shared positions
$GLW$BNY$UNP
$3.3B
327 positions
#16Estabrook Capital ManagementPassive
Slight overlap · 3 shared positions
$GLW$BNY$UNP
$739M
344 positions
#17CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 3 shared positions
$GLW$BNY$UNP
$857M
179 positions
#18CGN Advisors LLCPassive
Slight overlap · 3 shared positions
$GLW$BNY$TJX
$1.3B
297 positions
#19Peck Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GLW$BNY$TJX
$119M
127 positions
#20TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Slight overlap · 3 shared positions
$GLW$GLDM$TJX
$91M
76 positions
#21Tradewinds Capital Management, LLCActive
Slight overlap · 3 shared positions
$GLW$BNY$UNP
$578M
707 positions
#22Jackson, Grant Investment Advisers, Inc.Passive
Slight overlap · 3 shared positions
$GLW$BNY$TJX
$322M
421 positions
#23GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$GLW$UNP$TJX
$3.0B
213 positions
#24Piscataqua Savings BankPassive
Slight overlap · 3 shared positions
$GLW$UNP$TJX
$146M
410 positions
#25Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 3 shared positions
$GLW$UNP$TJX
$321M
153 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.