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Hedge Funds Similar to American Institute for Advanced Investment , LLP

13F Portfolio OverlapQ1 2026American Institute for Advanced Investment , LLP portfolio →
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Most similar hedge funds by 13F overlap

American Institute for Advanced Investment Management, LLP is an institutional investor managing $154M across 153 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 Institute for Advanced Investment , LLP are FLAGSTAR ADVISORS, Alexis Investment Partners,, FRG Family Wealth Advisors, with shared positions in $HUM, $MDY, $SHW, $GSAT, $KKR, $SLV. The full ranking of 25 similar funds is below.

#1FLAGSTAR ADVISORS INC.Passive
Some overlap · 6 shared positions
$HUM$MDY$SHW$GSAT$KKR$SLV
$276M
174 positions
#2Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$HUM$MDY$MAR$SHW
$145M
35 positions
#3FRG Family Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$HUM$SHW$CEG$MAR$GSAT$KKR
$611M
156 positions
#4CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$HUM$MAR$SHW$MDY$KKR
$105M
80 positions
#5Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$HUM$MAR$MCK$ITW
$170M
48 positions
#6HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$HUM$MDY$MAR$KKR
$246M
118 positions
#7Blackston Financial Advisory Group, LLCActive
Some overlap · 6 shared positions
$HUM$MAR$MCK$KKR$MDY$SLV
$160M
106 positions
#8Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$HUM$MDY$MAR$KKR
$191M
88 positions
#9SMITH, MOORE & CO.Passive
Some overlap · 5 shared positions
$MDY$HUM$SLV$MAR$ITW
$1.4B
558 positions
#10Bay Rivers GroupPassive
Some overlap · 3 shared positions
$HUM$MDY$SHW
$240M
109 positions
#11Curran Financial Partners, LLCActive
Some overlap · 6 shared positions
$HUM$GSAT$SHW$KKR$SLV$MAR
$559M
127 positions
#12Kellett Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$MCK$MAR$SLV
$184M
79 positions
#13New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$HUM$MAR$SHW$KKR
$279M
107 positions
#14Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$HUM$MAR$ITW
$118M
73 positions
#15Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$HUM$CEG$SHW
$405M
175 positions
#16Principle Wealth Partners LLCActive
Some overlap · 4 shared positions
$HUM$SHW$MAR$KKR
$1.7B
380 positions
#17Wealth Watch Advisors, INCPassive
Some overlap · 5 shared positions
$MDY$MAR$SHW$BTSG$SLV
$239M
126 positions
#18NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 4 shared positions
$HUM$SHW$MDY$KKR
$445M
138 positions
#19DAGCO, INC.Passive
Some overlap · 5 shared positions
$HUM$MAR$SHW$KKR$SLV
$461M
353 positions
#20Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$MAR$ITW$HUM
$148M
83 positions
#21WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$GSAT$SLV$KKR
$284M
123 positions
#22Granite FO LLCActive
Some overlap · 3 shared positions
$HUM$MDY$KKR
$169M
170 positions
#23Stanich Group LLCSmart money
Some overlap · 4 shared positions
$HUM$MDY$SLV$MAR
$131M
47 positions
#24Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$SHW$MAR
$67M
42 positions
#25BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$HUM$MDY$EPD
$165M
60 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.