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Hedge Funds Similar to Austin Asset

13F Portfolio OverlapQ1 2026Austin Asset portfolio →
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Most similar hedge funds by 13F overlap

Austin Asset Management Co Inc is an institutional investor managing $608M across 85 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 Austin Asset are Frankly Finances,, Passive ,, Tillman Hartley, with shared positions in $SNOW, $SCHW, $NKE, $AMN, $IAU, $NEE. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive
Substantial overlap · 5 shared positions
$SNOW$SCHW$NKE$AMN$IAU
$110M
64 positions
#2Passive Capital Management, LLC.Active
Substantial overlap · 4 shared positions
$SNOW$SCHW$AMN$NKE
$335M
104 positions
#3Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$SNOW$NKE$AMN$SCHW$IAU
$398M
88 positions
#4Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$SNOW$SCHW$NKE$AMN$IAU
$228M
72 positions
#5Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SNOW$NKE$AMN$SCHW$IAU
$525M
138 positions
#6BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$SCHW$NKE$AMN$IAU
$251M
40 positions
#7Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$SCHW$NEE
$1.4B
58 positions
#8FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 5 shared positions
$SNOW$NKE$NEE$SCHW$IAU
$754M
345 positions
#9Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 6 shared positions
$SNOW$AMN$NKE$SCHW$IAU$TFC
$931M
518 positions
#10BetterWealth, LLCSmart money
Notable overlap · 4 shared positions
$SNOW$AMN$NEE$AMD
$510M
85 positions
#11High Probability Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$AMN$NEE$IAU
$781M
67 positions
#12Andrews Advisory Associates, LLCActive
Notable overlap · 6 shared positions
$SNOW$AMN$NEE$SCHW$NKE$IAU
$190M
82 positions
#13DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$NKE$AMN$SNOW$SCHW$NEE$IAU
$249M
92 positions
#14BWM Planning, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMN$NKE
$379M
87 positions
#15MFA WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$SNOW$AMN$AMD$IAU
$508M
88 positions
#16Heritage Financial Services, LLC
Notable overlap · 3 shared positions
$SNOW$AMN$NEE
$1.2B
126 positions
#17Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$NKE$AMN
$337M
41 positions
#18ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 6 shared positions
$SCHW$NKE$AMN$NEE$SNOW$IAU
$158M
125 positions
#19Family Investment Center, Inc.Active
Notable overlap · 3 shared positions
$SNOW$AMN$F
$520M
91 positions
#20Burk Holdings LLCPassive
Notable overlap · 6 shared positions
$NKE$AMN$SNOW$SCHW$AMD$IAU
$233M
676 positions
#21rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$AMN$UPS
$231M
65 positions
#22McCartney Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$AMN$SNOW$NEE
$119M
65 positions
#23Opus Financial Solutions LLCPassive
Notable overlap · 4 shared positions
$SNOW$NKE$SCHW$IAU
$106M
103 positions
#24Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$NKE$IAU
$1.1B
121 positions
#25Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$SNOW$SCHW$NEE$IAU
$950M
192 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.