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 American Financial Advisors,

13F Portfolio OverlapQ1 2026American Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

American Financial Advisors, LLC is an institutional investor managing $831M across 169 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 American Financial Advisors, are CYPRESS FINANCIAL PLANNING, Cascade Wealth Advisors,, Hurlow Wealth Group,, with shared positions in $USB, $COP, $HUM, $APP, $SCHW, $SNOW. The full ranking of 25 similar funds is below.

#1CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$USB $COP $HUM $APP $SCHW

$363M

102 positions

#2Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $HUM $COP $SNOW

$228M

60 positions

#3Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $COP $HUM $SNOW $GE $SCHW

$420M

120 positions

#4Cornerstone Financial Management LLCPassive

Notable overlap · 8 shared positions

$HUM $COP $USB $SNOW $SE $WELL

$109M

1,311 positions

#5Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $COP $USB $SCHW

$147M

13 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $USB $SNOW $UNIT $SCHW

$745M

219 positions

#7McCarthy Asset Management, Inc.

Notable overlap · 5 shared positions

$HUM $COP $SNOW $BAH $BRZE

$192M

27 positions

#8Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$USB $COP $HUM $SCHW $BRZE

$167M

76 positions

#9Longview Financial Advisors LLCActive

Notable overlap · 6 shared positions

$USB $COP $SNOW $SE $SCHW $SOLV

$184M

157 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$HUM $USB $COP $SNOW $SCHW $BRZE

$350M

95 positions

#11Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $COP $SNOW

$1.3B

129 positions

#12Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$USB $COP $SNOW $SE $CTVA $SCHW

$284M

91 positions

#13Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $USB $COP $SOLV $UNIT $BRZE

$98M

68 positions

#14Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $USB $KO $UNIT $SCHW

$480M

160 positions

#15WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $COP $HUM $SE $UNIT $SCHW

$508M

107 positions

#16TAGStone Capital, Inc.Passive

Notable overlap · 5 shared positions

$USB $COP $HUM $SE $CTVA

$283M

137 positions

#17Integrity Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $USB $HUM $SHW $APP $SCHW

$184M

74 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $COP $UNIT $SCHW

$230M

21 positions

#19PRUDENTIAL PLCActive

Notable overlap · 5 shared positions

$USB $COP $SE $GE $SHW

$17.1B

680 positions

#20FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$HUM $COP $SCHW $BRZE

$264M

25 positions

#21Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $COP $SHW

$67M

42 positions

#22Asset Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$COP $HUM $SNOW $SCHW $BRZE

$199M

116 positions

#23Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$USB $COP $GE $GEV $BRZE

$2.1B

152 positions

#24SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$USB $COP $HUM

$146M

67 positions

#25DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$USB $COP $SCHW $BRZE

$464M

679 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.