How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AF Advisors,

13F Portfolio OverlapQ1 2026AF Advisors, portfolio →

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Most similar hedge funds by 13F overlap

AF Advisors, Inc. is an institutional investor managing $181M across 26 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 AF Advisors, are Western Pacific Wealth ,, Charter , \DE, Gross & Hartman Investments, with shared positions in $KKR, $WFC, $COF, $HUM, $ROST, $MAR. The full ranking of 25 similar funds is below.

#1Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $WFC $COF $HUM

$98M

197 positions

#2Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $WFC $HUM

$200M

70 positions

#3Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $ROST $MAR

$192M

72 positions

#4Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$587M

73 positions

#5One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$1.2B

153 positions

#6PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$177M

77 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$721M

145 positions

#8SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$272M

554 positions

#9Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$123M

33 positions

#10Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MMM

$197M

50 positions

#11Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$320M

972 positions

#12Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$453M

103 positions

#13VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $WFC $HUM $MAR

$335M

505 positions

#14HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$238M

142 positions

#15Round Rock Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $COF $HUM $MAR

$654M

318 positions

#16PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Smart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$164M

41 positions

#17DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$461M

353 positions

#18WEST BANCORPORATION INCPassive

Notable overlap · 4 shared positions

$KKR $WFC $ROST $HUM

$200M

98 positions

#19Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $WFC $HUM $MAR

$124M

101 positions

#20Financial Perspectives, IncPassive

Some overlap · 4 shared positions

$KKR $HUM $MAR $MMM

$358M

716 positions

#21FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$KKR $HUM $MAR

$233M

350 positions

#22Wharton Business Group, LLCActive

Some overlap · 3 shared positions

$KKR $HUM $WFC

$2.6B

141 positions

#23Cannon Wealth Management Services, LLCPassive

Some overlap · 3 shared positions

$KKR $WFC $HUM

$148M

85 positions

#24Adirondack Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$KKR $COF $HUM

$156M

44 positions

#25Joel Isaacson & Co., LLCActive

Some overlap · 3 shared positions

$KKR $HUM $MAR

$3.0B

455 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.