What hedge funds are most similar to Asset Advisors Investment Management, LLC?

The funds with the most similar 13F portfolios to Asset Advisors Investment Management, LLC are HFR Wealth ,, MATTERN ,, Brendel 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 Asset Advisors Investment ,

13F Portfolio OverlapQ1 2026Asset Advisors Investment , portfolio →

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Most similar hedge funds by 13F overlap

Asset Advisors Investment Management, LLC is an institutional investor managing $1.0B across 106 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 Asset Advisors Investment , are HFR Wealth ,, MATTERN ,, Brendel Financial Advisors, with shared positions in $CTAS, $DOV, $SCHW, $INTU, $AMGN, $WM. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$CTAS $DOV $SCHW $INTU $AMGN $WM

$407M

49 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$CB $AWK $INTU $ABT $SHW $PAYX

$835M

170 positions

#3Brendel Financial Advisors LLCPassive

Notable overlap · 6 shared positions

$CTAS $CB $DOV $SHW $NEE $ATO

$202M

95 positions

#4MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$CTAS $DOV $KO $INTU $ACN

$1.2B

81 positions

#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$CB $DOV $CHD $ABT $ACN $NEE

$2.1B

122 positions

#6UNITED BANKActive

Some overlap · 8 shared positions

$DOV $AMGN $ABT $AWK $SCHW $WM

$781M

121 positions

#7Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$CB $KO $INTU $AMGN $NEE $KMI

$210M

79 positions

#8Vontobel Holding Ltd.Passive

Some overlap · 7 shared positions

$KO $INTU $AZO $ABT $CTAS $WM

$29.1B

1,188 positions

#9New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$AMGN $AWK $CHD $KO $ABT $CB

$237M

143 positions

#10MANE GLOBAL CAPITAL MANAGEMENT LPActive

Some overlap · 4 shared positions

$MAR $KO $CHD $AZO

$971M

57 positions

#11LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$INTU $CB $AMGN $ABT $PAYX $ACN

$260M

101 positions

#12EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$KO $SCHW $AMGN $ABT $ACN $NEE

$1.4B

56 positions

#13BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$CB $SCHW $ABT $WM $KMI $DE

$2.3B

264 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$AMGN $ABT $CB $WM $INTU $ACN

$7.8B

1,278 positions

#15Kinsale Capital Group, Inc.Active

Some overlap · 5 shared positions

$SCHW $MAR $AMGN $AZO $SHW

$624M

41 positions

#16Fingerlakes Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MAR $DOV $SCHW $NEE

$151M

97 positions

#17Schrum Private Wealth Management LLCPassive

Some overlap · 6 shared positions

$MAR $DOV $AWK $ABT $KO $ACN

$131M

126 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$CB $KO $ABT $SHW $NEE

$446M

104 positions

#19BAXTER BROS INCPassive

Some overlap · 6 shared positions

$SCHW $INTU $KO $PAYX $SHW $CB

$810M

166 positions

#20FMB WEALTH MANAGEMENTActive

Some overlap · 4 shared positions

$MAR $SCHW $AMGN $NEE

$242M

73 positions

#21Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$SCHW $AMGN $ABT $MAR $KO $DE

$136M

114 positions

#22Talbot Financial, LLCActive

Some overlap · 4 shared positions

$CB $SCHW $INTU $AMGN

$1.2B

66 positions

#23TRUST CO OF VIRGINIA /VAPassive

Some overlap · 5 shared positions

$CB $SCHW $AMGN $ABT $WM

$1.2B

215 positions

#24Evelyn Partners Asset Management LtdPassive

Some overlap · 5 shared positions

$DOV $INTU $AZO $ACN $CB

$406M

308 positions

#25WOLFF WIESE MAGANA LLCPassive

Some overlap · 5 shared positions

$SCHW $KO $AMGN $ABT $CB

$181M

983 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.