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Hedge Funds Similar to AAFMAA Wealth

13F Portfolio OverlapQ3 2026AAFMAA Wealth portfolio →
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Most similar hedge funds by 13F overlap

AAFMAA Wealth Management & Trust LLC is an institutional investor managing $291M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AAFMAA Wealth are MOODY LYNN & LIEBERSON, Walsky Investment, GODSEY & GIBB, with shared positions in $MS, $LIN, $ETN, $SYK, $WM, $UNP. The full ranking of 25 similar funds is below.

#1MOODY LYNN & LIEBERSON, LLCPassive
Notable overlap · 6 shared positions
$MS$LIN$ETN$SYK$WM$UNP
$1.9B
265 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$ETN$CSX$UNP$SPGI$NEE
$108M
52 positions
#3GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$STT$ETR$ETN$SYK
$1.2B
611 positions
#4StrongBox Wealth, LLCPassive
Some overlap · 6 shared positions
$STT$ETN$LIN$NEE$ETR$EQIX
$351M
267 positions
#5VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ETR$MS$HPE$NEE$DELL
$1.1B
141 positions
#6CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$ETN$LIN$SYK$WM
$1.2B
153 positions
#7SACKS & ASSOCIATES, LLCPassive
Some overlap · 6 shared positions
$STT$HPE$DELL$RSG$ETN$WM
$143M
79 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$LIN$SYK$NEE$UNP
$455M
118 positions
#9LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$LIN$SYK$NEE$UNP$WM$SPGI
$155M
88 positions
#10LDIC Inc.Active
Some overlap · 5 shared positions
$MS$SYK$NEE$UNP$WM
$166M
19 positions
#11FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$STT$ETR$ETN$MS$SYK
$8.4B
431 positions
#12Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$MS$LIN$NEE$UNP$WM
$253M
63 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MS$SYK$NEE$UNP$RSG
$377M
75 positions
#14Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$STT$MS$ETR$HPE
$683M
277 positions
#15PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$ETN$LIN$SYK$ORLY$WM
$85M
34 positions
#16BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ETN$ORLY$LIN$SYK$DELL$UNP
$1.8B
356 positions
#17ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$LIN$ORLY$SYK$MS$EQIX$SPGI
$7.7B
231 positions
#18M3 Wealth Management, LLCActive
Some overlap · 5 shared positions
$ETN$SYK$NEE$CSX$WM
$154M
35 positions
#19MIDDLETON & CO INC/MAActive
Some overlap · 6 shared positions
$ETN$NEE$ORLY$SYK$EQIX$SPGI
$943M
163 positions
#20Rithm Capital Corp.Active
Some overlap · 5 shared positions
$ETR$ETN$NEE$WM$RSG
$81M
38 positions
#21Clifford Group, LLCSmart money
Some overlap · 5 shared positions
$MS$NEE$LIN$UNP$ETN
$145M
86 positions
#22ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ETN$NEE$ORLY$DELL$HPE$RSG
$3.1B
172 positions
#23Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$ETN$NEE$SYK$WM$SPGI$LIN
$339M
49 positions
#24Cumberland Partners LtdPassive
Some overlap · 5 shared positions
$ETN$LIN$UNP$ORLY$DELL
$1.5B
153 positions
#25GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$MS$UNP$WM$ETN
$2.9B
212 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.