13F Pro

Hedge Funds Similar to AAFMAA Wealth &

13F Portfolio OverlapQ1 2026AAFMAA Wealth & portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AAFMAA Wealth Management & Trust LLC is an institutional investor managing $286M across 95 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 AAFMAA Wealth & are Minot DeBlois Advisors, PECAUT &, Wolff Financial, with shared positions in $COP, $HUM, $NEE, $UNP, $LOW, $SYK. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Notable overlap · 4 shared positions
$COP$HUM$NEE$UNP
$110M
226 positions
#2PECAUT & CO.Active
Notable overlap · 4 shared positions
$COP$HUM$LOW$UNP
$308M
66 positions
#3Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$COP$SYK$MS$HUM
$453M
103 positions
#4CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$363M
102 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$COP$SYK$UNP$LOW
$445M
77 positions
#6Kohmann Bosshard Financial Services, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$1.2B
1,060 positions
#7Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$HUM$CSX
$67M
42 positions
#8Tandem Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$COP$MS$ETN$LIN
$224M
47 positions
#9Montis Financial, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$484M
150 positions
#10Sunburst Financial Group, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$543M
132 positions
#11DAGCO, INC.Passive
Notable overlap · 7 shared positions
$COP$HUM$MS$ETN$NEE$CSX
$461M
353 positions
#12VSM Wealth Advisory, LLCPassive
Notable overlap · 5 shared positions
$COP$HUM$WM$CSX$ETN
$335M
505 positions
#13EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$29.8B
60 positions
#14MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$NEE$HUM
$295M
271 positions
#15Johnson Bixby & Associates, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$WM
$806M
127 positions
#16Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$WM
$320M
972 positions
#17DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$COP$RSG$SYK
$464M
679 positions
#18Strategent Financial, LLCActive
Notable overlap · 3 shared positions
$COP$NEE$HUM
$147M
41 positions
#19RW Investment Management LLCActive
Notable overlap · 4 shared positions
$COP$ETN$MS$LOW
$1.0B
113 positions
#20Stone Summit Wealth LLCPassive
Notable overlap · 5 shared positions
$COP$SYK$LIN$NEE$LOW
$359M
142 positions
#21Rockbridge Investment Management, LCCSmart money
Notable overlap · 3 shared positions
$COP$HUM$NEE
$1.1B
137 positions
#22MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$COP$NEE$MS
$634M
106 positions
#23Integrity Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$MS
$184M
74 positions
#24Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$COP$HUM$NEE
$480M
160 positions
#25Pointe Capital Management LLCPassive
Some overlap · 3 shared positions
$COP$LIN$ORLY
$202M
153 positions

Compare AAFMAA Wealth &’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 AAFMAA Wealth &’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.