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Hedge Funds Similar to American Financial Advisors

13F Portfolio OverlapQ2 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 Q2 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 CWC Advisors, PACIFIC SUN FINANCIAL, Compass Wealth, with shared positions in $STT, $DAL, $DIS, $WELL, $CRWD, $BA. The full ranking of 25 similar funds is below.

#1CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$DAL$DIS
$225M
152 positions
#2PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 3 shared positions
$STT$WELL$DIS
$242M
219 positions
#3Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$STT$WELL$CRWD$BA$SO
$251M
74 positions
#4Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$STT$BAH$MRVL
$871M
344 positions
#5Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$STT$DAL$MGM$BA
$214M
72 positions
#6Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$DNP$CRWD
$879M
213 positions
#7Main Management ETF Advisors, LLCSmart money
Some overlap · 3 shared positions
$STT$MRVL$CRWD
$3.3B
103 positions
#8Convergence Financial, LLCPassive
Some overlap · 3 shared positions
$STT$SPCX$CRWD
$1.3B
272 positions
#9Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$CRWD$BA
$174M
77 positions
#10Sherry Group, Inc.Active
Some overlap · 3 shared positions
$STT$SPCX$CRWD
$102M
52 positions
#11Redwood Financial Network CorpPassive
Some overlap · 3 shared positions
$STT$MRVL$CRWD
$180M
192 positions
#12Gordian Capital Singapore Pte LtdPassive
Some overlap · 5 shared positions
$DAL$WELL$NBIS$RCL$DIS
$58M
126 positions
#13Sanders Capital, LLCActive
Some overlap · 3 shared positions
$DAL$RCL$DIS
$99.8B
47 positions
#14Columbus Hill Capital Management, L.P.Active
Some overlap · 3 shared positions
$DAL$RCL$SPCX
$1.0B
30 positions
#15Diligent Investors, LLCPassive
Some overlap · 3 shared positions
$STT$DIS$BA
$449M
357 positions
#16Horizon Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$SPCX$DIS$BA
$785M
148 positions
#17Gerber Kawasaki Wealth & Investment ManagementActive
Some overlap · 3 shared positions
$STT$CRWD$DIS
$3.7B
366 positions
#18PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STT$MRVL$CRWD$BA$SO
$219M
125 positions
#19PSI Advisors, LLCActive
Some overlap · 3 shared positions
$STT$SPCX$SO
$430M
151 positions
#20Per Stirling Capital Management, LLC.Passive
Slight overlap · 4 shared positions
$STT$MRVL$BAH$BA
$1.1B
334 positions
#21Thayer Partners, LLC / MAActive
Slight overlap · 3 shared positions
$STT$DIS$BA
$242M
100 positions
#22Jain Global LLCPassive
Slight overlap · 4 shared positions
$STT$MRVL$SPCX$CRWD
$25.4B
1,706 positions
#23SYKON CAPITAL LLCPassive
Slight overlap · 3 shared positions
$STT$CRWD$RCL
$325M
112 positions
#24Capital Markets Trading UK LLPActive
Slight overlap · 4 shared positions
$DAL$MRVL$CRWD$BA
$10.4B
351 positions
#25Goldstone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$STT$CRWD$BA
$1.1B
243 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.