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Hedge Funds Similar to Ameraudi Asset ,

13F Portfolio OverlapQ1 2026Ameraudi Asset , portfolio →
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Most similar hedge funds by 13F overlap

Ameraudi Asset Management, Inc. is an institutional investor managing $184M across 42 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 Ameraudi Asset , are Balanced Rock Investment Advisors, AMERICAN FINANCIAL & TAX STRATEGIES, GenTrust,, with shared positions in $SNPS, $NOW, $SCHW, $MUFG, $RL, $GSAT. The full ranking of 25 similar funds is below.

#1Balanced Rock Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SNPS$NOW$SCHW$MUFG
$143M
96 positions
#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$SNPS$SCHW$NOW
$206M
97 positions
#3GenTrust, LLCActive
Some overlap · 5 shared positions
$RL$GSAT$YMM$SCHW$SNPS
$2.3B
282 positions
#4LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$NOW$MUFG
$197M
223 positions
#5Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$SNPS$GSAT$SCHW
$152M
193 positions
#6MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNPS$RL$NOW
$10.0B
1,896 positions
#7Trinity Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$GSAT$YMM$NOW
$462M
106 positions
#8Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$YMM$NOW$MUFG$SCHW
$279M
323 positions
#9Smart Portfolios, LLCPassive
Some overlap · 3 shared positions
$GSAT$YMM$MUFG
$100M
99 positions
#10Integris Wealth Management, LLCActive
Some overlap · 4 shared positions
$RL$NOW$MUFG$SCHW
$435M
124 positions
#11AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$SNPS$SCHW$NOW
$1.6B
96 positions
#12Talbot Financial, LLCActive
Slight overlap · 3 shared positions
$SNPS$SCHW$NOW
$1.2B
66 positions
#13Garde Capital, Inc.Active
Slight overlap · 3 shared positions
$RL$SCHW$NOW
$1.7B
198 positions
#14Roof Eidam Maycock Peralta, LLCActive
Slight overlap · 3 shared positions
$RL$NOW$SCHW
$436M
125 positions
#15PENOBSCOT WEALTH MANAGEMENTActive
Slight overlap · 4 shared positions
$RL$SCHW$NOW$MUFG
$338M
107 positions
#16Aureum Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$NOW$MUFG$GSAT
$144M
60 positions
#17FWL INVESTMENT MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GSAT$YMM$SCHW
$456M
346 positions
#18Blue Edge Capital, LLCActive
Slight overlap · 3 shared positions
$RL$NOW$MUFG
$753M
134 positions
#19Cordoba Advisory Partners LLCPassive
Slight overlap · 3 shared positions
$GSAT$SCHW$YMM
$362M
118 positions
#20Payne Capital Management, LLCActive
Slight overlap · 3 shared positions
$GSAT$SCHW$NOW
$331M
79 positions
#21RICHARDSON FINANCIAL SERVICES INC.Passive
Slight overlap · 3 shared positions
$RL$SCHW$SNPS
$160M
613 positions
#22Empower Advisory Group, LLCActive
Slight overlap · 3 shared positions
$SCHW$NOW$MUFG
$38.5B
510 positions
#23Baron Financial Group, LLCActive
Slight overlap · 3 shared positions
$SCHW$NOW$MUFG
$185M
53 positions
#24CRUX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$SCHW$NOW$MUFG
$261M
181 positions
#25Avise Financial Cooperative, Inc.Passive
Slight overlap · 3 shared positions
$SCHW$NOW$MUFG
$121M
102 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.