13F Pro

Hedge Funds Similar to AM INVESTMENT STRATEGIES

13F Portfolio OverlapQ2 2026AM INVESTMENT STRATEGIES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AM INVESTMENT STRATEGIES LLC is an institutional investor managing $521M across 114 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AM INVESTMENT STRATEGIES are GW HENSSLER & ASSOCIATES LTD, Thomasville National Bank, Baugh & Associates, with shared positions in $SO, $ASML, $USB, $MS, $TFC, $AMGN. The full ranking of 25 similar funds is below.

#1GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$SO$ASML$USB$MS$TFC$AMGN
$2.3B
224 positions
#2Thomasville National BankPassive
Some overlap · 3 shared positions
$ASML$USB$SO
$1.8B
241 positions
#3Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$ASML$SO$MS$TFC
$221M
41 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$SO$MS$AMGN
$1.3B
58 positions
#5Kentucky Trust CoPassive
Some overlap · 4 shared positions
$USB$SO$TFC$AMGN
$200M
316 positions
#6Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$ASML$SO$USB
$225M
37 positions
#7Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$TFC
$545M
93 positions
#8Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$ASML$USB$AMGN
$170M
61 positions
#9Bridgelight Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$ASML$EPD$AMGN
$146M
46 positions
#10Karras Company, Inc.Active
Some overlap · 3 shared positions
$ASML$EPD$AMGN
$109M
65 positions
#11Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$ASML$MS$TFC
$299M
69 positions
#12ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$ASML$AMGN$PNFP
$169M
64 positions
#13CONSOLIDATED CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$COIN$AMGN
$364M
73 positions
#14Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$SO
$345M
111 positions
#15Auto-Owners Insurance CoActive
Some overlap · 4 shared positions
$USB$EPD$TFC$GEHC
$3.2B
78 positions
#16Integras Partners LLCPassive
Some overlap · 4 shared positions
$USB$TFC$SO$AMGN
$181M
100 positions
#17BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$USB$MS$ONB$PNFP
$2.5B
111 positions
#18Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$USB$SO$MS
$164M
74 positions
#19PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$USB$ASML$TFC
$837M
90 positions
#20McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$ASML$MS$AMGN
$1.1B
132 positions
#21Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$ASML$USB$MS$AMGN
$856M
89 positions
#22FAYEZ SAROFIM & COActive
Some overlap · 3 shared positions
$ASML$EPD$MS
$42.5B
300 positions
#23Sculptor Capital LPPassive
Some overlap · 4 shared positions
$APO$ASML$SO$FHN
$12.3B
407 positions
#24Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$USB$EPD$TFC$AMGN
$204M
95 positions
#25R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$USB$EPD$AMGN$SO
$133M
47 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.