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Hedge Funds Similar to Affinity Advisors,

13F Portfolio OverlapQ1 2026Affinity Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Affinity Capital Advisors, LLC is an institutional investor managing $810M across 203 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 Affinity Advisors, are Harbour & Investment, W ADVISORS,, CORDA Investment ,, with shared positions in $MDLZ, $MCD, $SNOW, $DE, $MAR, $SNPS. The full ranking of 25 similar funds is below.

#1Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDLZ$MCD$SNOW$DE
$943M
155 positions
#2W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$MCD$MAR
$195M
141 positions
#3CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$MDLZ$MCD$DE
$1.4B
80 positions
#4MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MDLZ$MAR$SNOW
$971M
57 positions
#5KICKSTAND VENTURES, LLC.Active
Slight overlap · 4 shared positions
$MDLZ$SNOW$MAR$SNPS
$475M
130 positions
#6EHRLICH FINANCIAL GROUPPassive
Slight overlap · 3 shared positions
$MDLZ$SNOW$DE
$174M
112 positions
#7TSA Wealth Managment LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SNOW$SNPS
$309M
105 positions
#8Creegan & Nassoura Financial Group, LLC
Slight overlap · 3 shared positions
$MDLZ$DE$TD
$154M
78 positions
#9CM WEALTH ADVISORS LLCActive
Slight overlap · 3 shared positions
$MDLZ$CTVA$MCD
$470M
146 positions
#10BOYAR ASSET MANAGEMENT INC.Passive
Slight overlap · 3 shared positions
$MDLZ$MCD$MAR
$176M
78 positions
#11Night Squared LPPassive
Slight overlap · 3 shared positions
$MDLZ$STX$CTVA
$681M
72 positions
#12BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$DE
$2.3B
264 positions
#13Pinion Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$MDLZ$MCD$SNOW
$428M
181 positions
#14CULBERTSON A N & CO INCPassive
Slight overlap · 4 shared positions
$MDLZ$MCD$MAR$DE
$771M
132 positions
#155T Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SNOW$SNPS
$253M
129 positions
#16Security Financial Services, INC.Passive
Slight overlap · 3 shared positions
$MDLZ$MAR$SNOW
$632M
203 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$STX
$246M
145 positions
#18Dentgroup LLC
Slight overlap · 3 shared positions
$MDLZ$MAR$SNOW
$146M
93 positions
#19ZWJ INVESTMENT COUNSEL INCPassive
Slight overlap · 3 shared positions
$MDLZ$AME$CTVA
$2.8B
241 positions
#20Manchester Capital Management LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MAR$MCD
$694M
1,306 positions
#21FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$MDLZ$MAR$SNOW
$1.5B
341 positions
#22LifePlan Financial, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$MCD$SNOW$CTVA
$135M
83 positions
#23Dorato Capital ManagementPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$MAR
$135M
254 positions
#24MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 4 shared positions
$MDLZ$MCD$MAR$DE
$114M
77 positions
#25Maxele Advisors, LLC
Slight overlap · 3 shared positions
$MDLZ$SNOW$CTVA
$123M
100 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.