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, DB Fitzpatrick, WOODLEY FARRA MANION PORTFOLIO, 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 OverlapQ2 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 $1.1B across 102 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 Asset Advisors Investment are HFR Wealth, DB Fitzpatrick, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $CTAS, $DOV, $SCHW, $AMGN, $WM, $INTU. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive

Notable overlap · 8 shared positions

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

$410M

53 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$CB $AMGN $SHW $WM $DOV $INTU

$124M

100 positions

#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$DOV $CB $CHD $NEE $ABT

$2.1B

131 positions

#4Kinsale Capital Group, Inc.Active

Notable overlap · 5 shared positions

$MAR $SCHW $AMGN $AZO $SHW

$754M

41 positions

#5Brendel Financial Advisors LLCPassive

Notable overlap · 5 shared positions

$DOV $CTAS $CB $SHW $NEE

$216M

101 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$CB $AWK $SHW $AMGN $PAYX $NEE

$857M

166 positions

#7FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$MAR $SCHW $AMGN

$272M

74 positions

#8FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 4 shared positions

$MAR $CHD $WM $TJX

$4.5B

27 positions

#9Pine Haven Investment Counsel, IncPassive

Notable overlap · 7 shared positions

$SCHW $AMGN $MAR $DE $BLK $ABT

$149M

116 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$MAR $AMGN $WM $NEE $BLK

$529M

75 positions

#11Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 5 shared positions

$DOV $SCHW $AMGN $NEE $ABT

$170M

121 positions

#12UNITED BANKActive

Notable overlap · 7 shared positions

$AMGN $DOV $WM $AWK $ATO $BLK

$853M

130 positions

#13Positano Wealth Management LtdSmart money

Notable overlap · 3 shared positions

$MAR $CB $INTU

$185M

24 positions

#14Fundsmith LLPActive

Notable overlap · 3 shared positions

$MAR $CHD $TJX

$13.6B

41 positions

#15Tudor Financial Inc.Passive

Some overlap · 4 shared positions

$CTAS $AMGN $DOV $ABT

$222M

152 positions

#16CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CB $AWK $PAYX $KMI $TROW $TJX

$6.4B

290 positions

#17CALEDONIA INVESTMENTS PLCSmart money

Some overlap · 3 shared positions

$CTAS $SCHW $PAYX

$883M

15 positions

#18COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$CTAS $CHD $SHW $MAR $DE

$1.7B

91 positions

#19DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 7 shared positions

$AMGN $SHW $CTAS $NEE $INTU $AMP

$517M

137 positions

#20Weil Company, Inc.Passive

Some overlap · 4 shared positions

$DOV $CB $INTU $BLK

$568M

133 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

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

$2.5B

270 positions

#22Harrington Investments, INCPassive

Some overlap · 5 shared positions

$SCHW $AMGN $CHD $DE $TJX

$206M

82 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$CB $AMGN $KMI $BLK $ABT

$201M

57 positions

#24FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$CB $SCHW $PAYX $NEE

$383M

74 positions

#25BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$AMGN $CB $WM $DE $NEE $ABT

$8.0B

1,334 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.