13F Pro

Hedge Funds Similar to A&I FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026A&I FINANCIAL SERVICES, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

A&I FINANCIAL SERVICES, LLC is an institutional investor managing $230M across 75 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 A&I FINANCIAL SERVICES, are TRUE BLUE FINANCIAL,, Carson Advisory, Game Creek ,, with shared positions in $NOW, $BAH, $MUFG, $ORI, $EIX, $AES. The full ranking of 25 similar funds is below.

#1TRUE BLUE FINANCIAL, LLCActive
Some overlap · 4 shared positions
$NOW$BAH$MUFG$ORI
$127M
52 positions
#2Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$EIX$AES$BAH$T
$193M
188 positions
#3Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$NOW$BAH$VRT
$301M
93 positions
#4Bond & Devick Financial Network, Inc.Passive
Some overlap · 3 shared positions
$NOW$BAH$MUFG
$358M
188 positions
#5Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$AES$ORI$NXST
$105M
62 positions
#6EDMP, INC.Passive
Some overlap · 3 shared positions
$SON$OMC$T
$124M
71 positions
#7Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$NOW$BAH$VRT
$371M
76 positions
#8Bayesian Capital Management, LPPassive
Some overlap · 3 shared positions
$NOW$LW$WEN
$82M
137 positions
#9Avise Financial Cooperative, Inc.Passive
Some overlap · 3 shared positions
$NOW$MUFG$VRT
$121M
102 positions
#10Garton & Associates Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SON$BAH$T
$122M
123 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SYY$LW$T
$970M
154 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$SYY$OMC$T
$974M
782 positions
#13Sound Income Strategies, LLCPassive
Slight overlap · 3 shared positions
$OMC$SON$T
$2.1B
2,596 positions
#14Hudson Portfolio Management LLCPassive
Slight overlap · 3 shared positions
$ORI$NXST$T
$119M
111 positions
#15Electron Capital Partners, LLCActive
Slight overlap · 3 shared positions
$EIX$AES$VRT
$2.6B
46 positions
#16Ellsworth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ORI$VRT$T
$532M
164 positions
#17Perbak Capital Partners LLPPassive
Slight overlap · 3 shared positions
$BAH$SLGN$VRT
$406M
294 positions
#18Dana Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NOW$VRT$SYY
$3.4B
556 positions
#19Freestone Grove Partners LPPassive
Slight overlap · 3 shared positions
$BAH$DT$NOW
$14.2B
962 positions
#20Arnhold LLCActive
Slight overlap · 3 shared positions
$ADT$VRT$T
$1.4B
118 positions
#21KWMG, LLCActive
Slight overlap · 3 shared positions
$EIX$SDA$T
$1.2B
147 positions
#22ROWLANDMILLER & PARTNERS.ADVPassive
Slight overlap · 3 shared positions
$SYY$SON$VRT
$493M
189 positions
#23WESTFIELD CAPITAL MANAGEMENT CO LPPassive
Slight overlap · 3 shared positions
$DT$NOW$VRT
$23.8B
250 positions
#24OLIO Financial PlanningSmart money
Slight overlap · 3 shared positions
$NOW$MUFG$BAH
$361M
72 positions
#25Harbor Group, Inc.Active
Slight overlap · 3 shared positions
$BAH$T$NOW
$692M
116 positions

Compare A&I FINANCIAL SERVICES,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View A&I FINANCIAL SERVICES,’s holdings

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.