What hedge funds are most similar to First Command Advisory Services, Inc.?

The funds with the most similar 13F portfolios to First Command Advisory Services, Inc. are Catalyst Investment, Sachetta,, Pure Financial Advisors,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to First Command Advisory Services,

13F Portfolio OverlapQ1 2026First Command Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

First Command Advisory Services, Inc. is an institutional investor managing $14.8B across 1,152 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 First Command Advisory Services, are Catalyst Investment, Sachetta,, Pure Financial Advisors,, with shared positions in $API, $MS, $IAU, $SCHW, $DHR, $LMT. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$API $MS $IAU $SCHW $DHR $LMT

$90M

65 positions

#2Sachetta, LLCPassive

Some overlap · 4 shared positions

$API $IAU $MS $HUM

$184M

1,074 positions

#3Pure Financial Advisors, LLCActive

Some overlap · 3 shared positions

$API $UPST $SCHW

$7.0B

572 positions

#4Prairiewood Capital, LLCActive

Some overlap · 3 shared positions

$API $UPST $SCHW

$346M

77 positions

#5FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$API $IAU $SCHW $NKE $HUM $MCD

$754M

345 positions

#6SATOVSKY ASSET MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$API $IAU $MCD

$566M

73 positions

#7VPR Management LLCActive

Some overlap · 3 shared positions

$API $IAU $HUM

$250M

65 positions

#8STERLING INVESTMENT ADVISORS LLC /ADVActive

Some overlap · 3 shared positions

$API $IAU $DHR

$208M

40 positions

#9Bristlecone Value Partners, LLCPassive

Some overlap · 4 shared positions

$API $NKE $HUM $AXP

$114M

68 positions

#10OXFORD FINANCIAL GROUP, LTD. LLCActive

Some overlap · 3 shared positions

$API $MS $MCD

$1.9B

302 positions

#11Longview Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$API $MS $LMT $MCD

$164M

163 positions

#12Opus Financial Solutions LLCPassive

Slight overlap · 7 shared positions

$API $UPST $IAU $SCHW $NKE $SLV

$106M

103 positions

#13Alhambra Investment Partners LLCPassive

Slight overlap · 5 shared positions

$MS $IAU $UPST $SCHW $AXP

$217M

176 positions

#14Chemistry Wealth Management LLCPassive

Slight overlap · 6 shared positions

$IAU $API $UPST $SCHW $NKE $AXP

$569M

204 positions

#15Versant Capital Management, IncPassive

Slight overlap · 3 shared positions

$API $IAU $HUM

$1.1B

2,745 positions

#16Conservest Capital Advisors, Inc.Active

Slight overlap · 6 shared positions

$MS $UPST $SCHW $API $SLV $HUM

$1.1B

127 positions

#17AMG National Trust BankActive

Slight overlap · 5 shared positions

$API $IAU $DHR $SLV $HUM

$4.6B

476 positions

#18PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Slight overlap · 6 shared positions

$API $IAU $SCHW $NKE $DHR $SLV

$1.4B

283 positions

#19Pacific Park Financial, Inc.Active

Slight overlap · 4 shared positions

$MS $IAU $UPST $DHR

$153M

73 positions

#20RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$MS $IAU $SCHW $NKE $DHR

$296M

80 positions

#21CAPE ANN SAVINGS BANKPassive

Slight overlap · 4 shared positions

$MS $IAU $UPST $MCD

$199M

121 positions

#22CLEAR INVESTMENT RESEARCH, LLCPassive

Slight overlap · 6 shared positions

$MS $IAU $SCHW $DHR $LMT $SLV

$64M

241 positions

#23OAK FAMILY ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MS $IAU $UPST

$355M

116 positions

#24Comprehensive Money Management Services LLCPassive

Slight overlap · 3 shared positions

$API $IAU $SCHW

$152M

193 positions

#25Beacon Pointe Advisors, LLCPassive

Slight overlap · 5 shared positions

$MS $UPST $IAU $NKE $HUM

$18.9B

1,833 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.