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Hedge Funds Similar to Aufman Associates

13F Portfolio OverlapQ1 2026Aufman Associates portfolio →
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Most similar hedge funds by 13F overlap

Aufman Associates Inc is an institutional investor managing $204M across 65 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 Aufman Associates are CACTI ASSET, Sanders ,, Safe Harbor Fiduciary,, with shared positions in $STX, $DIS, $BRZE, $KO, $MKL, $ABT. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$STX$DIS$BRZE$KO
$2.0B
76 positions
#2Sanders Capital, LLCActive
Some overlap · 3 shared positions
$STX$MKL$ABT
$83.9B
44 positions
#3Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$STX$BRZE$KO$VZ
$105M
56 positions
#4CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$MRNA$DIS
$449M
261 positions
#5VERITY Wealth AdvisorsActive
Some overlap · 6 shared positions
$MKL$BRZE$NOW$COP$VZ$MAR
$150M
81 positions
#6Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$STX$ABT$MCK
$23.4B
50 positions
#7Riverview Trust CoActive
Some overlap · 6 shared positions
$STX$BRZE$COP$ABT$PAYX$MCD
$81M
202 positions
#8Valley Financial Group, Inc.Active
Some overlap · 5 shared positions
$MKL$BRZE$COP$VZ$MCK
$185M
63 positions
#9FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$MKL$BRZE$COP$KO$MAR
$133M
121 positions
#10OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$MKL$BRZE$NOW
$361M
72 positions
#11Disciplined Investors, L.L.C.Passive
Some overlap · 3 shared positions
$MKL$BRZE$NOW
$168M
139 positions
#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MKL$BRZE$PPL$CTVA$MAR$COP
$648M
134 positions
#13Blankinship & Foster, LLCSmart money
Some overlap · 5 shared positions
$MKL$BRZE$STX$ABT$VZ
$452M
75 positions
#14Creekside PartnersPassive
Some overlap · 4 shared positions
$MKL$BRZE$COP$MCD
$243M
183 positions
#15Topsail Wealth Management, LLCActive
Some overlap · 4 shared positions
$MKL$BRZE$COP$MAR
$678M
294 positions
#16Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$MKL$BRZE$COP$MCK
$578M
118 positions
#17WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$CTVA$MCK
$43.8B
263 positions
#18Bradyco, Inc.Active
Some overlap · 5 shared positions
$MKL$NOW$DIS$PAYX$KO
$129M
38 positions
#19Gibson Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$MKL$BRZE$KO$MCD
$149M
37 positions
#20INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$DIS
$98M
31 positions
#21STONE LOFT WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$COP
$140M
29 positions
#22CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 3 shared positions
$MKL$BRZE$COP
$106M
81 positions
#23Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$BRZE$COP
$473M
582 positions
#24Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$MKL$BRZE$COP
$382M
55 positions
#25Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$COP
$1.4B
58 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.