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 American

13F Portfolio OverlapQ1 2026American portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

American Trust is an institutional investor managing $1.1B across 313 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 American are Scott Advisors,, Silver Coast Investments, LifeGoal Investments,, with shared positions in $SNOW, $MS, $SLV, $SCHW, $CMI, $DE. The full ranking of 25 similar funds is below.

#1Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $MS $SLV

$493M

58 positions

#2Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $MS $SCHW $CMI $DE

$313M

119 positions

#3LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $GLDM

$175M

112 positions

#4Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $MS $DE $PH

$198M

290 positions

#5Mach-1 Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNOW $MS $SCHW $TJX $KLAC

$284M

161 positions

#6S Harris Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $KLAC $DE

$110M

107 positions

#7ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 4 shared positions

$SNOW $KLAC $SLV $EOG

$282M

95 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $SLV $NEE

$950M

192 positions

#9FC Advisory LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $SCHW

$342M

115 positions

#10BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $DE $GLDM $PH

$507M

78 positions

#11Prairiewood Capital, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $DE $ABT

$346M

77 positions

#12Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $APH $ABT

$273M

141 positions

#13FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SCHW $NEE

$754M

345 positions

#14Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $NEE

$1.4B

58 positions

#15Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $CMI $NEE

$224M

71 positions

#16SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 3 shared positions

$SNOW $SCHW $ABT

$261M

424 positions

#17Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $TJX $NEE

$1.2B

126 positions

#18BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $NEE $KLAC

$510M

85 positions

#19Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $DE $SCHW $TJX

$931M

518 positions

#20Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $SCHW $PH

$184M

157 positions

#21Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $SCHW

$143M

96 positions

#22MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $KLAC $TJX

$508M

88 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $ABT $DE

$492M

385 positions

#24Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $SLV $GLDM

$749M

1,818 positions

#25Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SLV $MS

$314M

98 positions

Compare American’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 American’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.