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Hedge Funds Similar to Auour Investments

13F Portfolio OverlapQ2 2026Auour Investments portfolio →
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Most similar hedge funds by 13F overlap

Auour Investments LLC is an institutional investor managing $349M across 95 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 Auour Investments are CFS Investment Advisory Services, Frederick Financial Consultants, Kinsale Group, with shared positions in $GLDM, $CTAS, $SHW, $AMGN, $MS, $ACGL. The full ranking of 22 similar funds is below.

#1CFS Investment Advisory Services, LLCPassive
Some overlap · 4 shared positions
$GLDM$CTAS$SHW$AMGN
$1.5B
361 positions
#2Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$GLDM$SHW$MS
$236M
121 positions
#3Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$ACGL$SHW$AMGN
$754M
41 positions
#4CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$ACGL$CTAS$SHW
$435M
70 positions
#5New Perspectives, IncActive
Some overlap · 3 shared positions
$GLDM$SHW$AMGN
$329M
48 positions
#6A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$MS$AMGN
$153M
76 positions
#7Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$CTAS$MS$SHW
$455M
133 positions
#8CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$CTAS$MS$SHW
$4.2B
299 positions
#9Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMGN$MS
$478M
191 positions
#10Meadowbrook Advisors Group, LLCPassive
Some overlap · 3 shared positions
$MS$ACGL$AMGN
$187M
169 positions
#11NatWest Group plcActive
Slight overlap · 3 shared positions
$MS$CTAS$AMGN
$560M
48 positions
#12WESTCO ADVISORY SERVICES INC /ADVActive
Slight overlap · 3 shared positions
$MS$CTAS$AMGN
$166M
98 positions
#13Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$CTAS$SHW$AMGN
$1.1B
108 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$CTAS$SHW$AMGN
$517M
137 positions
#15Sumitomo Mitsui DS Asset Management Company, LtdActive
Slight overlap · 3 shared positions
$GLDM$AMGN$SHW
$14.8B
772 positions
#16ARWA LLCPassive
Slight overlap · 3 shared positions
$CTAS$AMGN$GLDM
$272M
145 positions
#17Lansing Street AdvisorsActive
Slight overlap · 3 shared positions
$MS$AMGN$CTAS
$472M
167 positions
#18GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Slight overlap · 3 shared positions
$SHW$AMGN$MS
$60M
94 positions
#19Evercore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MS$GLDM$SHW
$7.1B
433 positions
#20Arbejdsmarkedets TillaegspensionPassive
Slight overlap · 3 shared positions
$SHW$ACGL$AMGN
$4.6B
164 positions
#21Integrated Advisors Network LLCPassive
Slight overlap · 3 shared positions
$MS$GLDM$AMGN
$2.2B
675 positions
#22Hofer & Associates. IncActive
Slight overlap · 3 shared positions
$AMGN$MS$GLDM
$143M
78 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.