13F Pro

Hedge Funds Similar to Aaron Wealth Advisors

13F Portfolio OverlapQ1 2026Aaron Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Aaron Wealth Advisors LLC is an institutional investor managing $2.0B across 688 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 Aaron Wealth Advisors are Navalign,, JMAC ENTERPRISES, Barry Investment Advisors,, with shared positions in $FLEX, $AMGN, $BAC, $MCK, $UNIT, $ASML. The full ranking of 25 similar funds is below.

#1Navalign, LLCPassive
Some overlap · 4 shared positions
$FLEX$AMGN$BAC$MCK
$396M
127 positions
#2JMAC ENTERPRISES LLCPassive
Some overlap · 3 shared positions
$AMGN$UNIT$BAC
$522M
117 positions
#3Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$UNIT$AMGN
$454M
99 positions
#4Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$FLEX$AMGN$ASML
$266M
180 positions
#5guardian investment managementActive
Some overlap · 4 shared positions
$AMGN$AMAT$MU$BAC
$127M
60 positions
#6FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$AMGN$MU$LRCX$BAC
$242M
73 positions
#7Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$AMGN$FCX$AMAT
$1.9B
86 positions
#8Alight Capital Management LPPassive
Some overlap · 4 shared positions
$FLEX$ASML$AMAT$LRCX
$417M
64 positions
#9Pasadena Private Wealth, LLCPassive
Some overlap · 3 shared positions
$FLEX$UNIT$BAC
$723M
277 positions
#10Versant Capital Management, IncPassive
Some overlap · 3 shared positions
$FLEX$BMY$ASML
$1.1B
2,745 positions
#11Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$FLEX$BMY$AMAT
$133M
66 positions
#12PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$AMGN$FLEX$BMY$MU
$127.0B
320 positions
#13Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$AGQ$BAC
$252M
167 positions
#14Tamar Securities, LLCActive
Some overlap · 4 shared positions
$AMGN$FCX$ASML$BAC
$934M
91 positions
#15Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMGN$FCX$BMY
$136M
49 positions
#16Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$UNIT$AMGN$AGQ$BMY
$238M
213 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$FCX$BMY$BAC
$223M
109 positions
#18Alan B. Lancz & Associates, Inc.Passive
Some overlap · 3 shared positions
$AMGN$MU$BAC
$103M
129 positions
#19Bay Rivers GroupPassive
Some overlap · 3 shared positions
$UNIT$AMGN$LRCX
$240M
109 positions
#20Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UNIT$AGQ$FLEX
$950M
192 positions
#21Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$UNIT$FLEX$BMY
$195M
614 positions
#22Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$BMY$LRCX
$152M
69 positions
#23LEUTHOLD GROUP, LLCPassive
Some overlap · 5 shared positions
$FLEX$AGQ$AMGN$BAC$MCK
$939M
211 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UNIT$AMGN$BAC
$547M
180 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$AMGN$BMY$LRCX$MCK
$1.5B
140 positions

Compare Aaron Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Aaron Wealth Advisors’s holdings

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.