13F Pro

Hedge Funds Similar to AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

13F Portfolio OverlapQ1 2026AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is an institutional investor managing $128M across 60 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 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP are Main Street Group, LTD, M Wealth ,, LeClair Wealth Partners, with shared positions in $OKE, $AGQ, $T, $WT, $IBIT, $AMD. The full ranking of 25 similar funds is below.

#1Main Street Group, LTDActive
Notable overlap · 3 shared positions
$OKE$AGQ$T
$340M
865 positions
#2M Wealth Management, LLCActive
Notable overlap · 4 shared positions
$OKE$WT$IBIT$AMD
$119M
55 positions
#3LeClair Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$OKE$SLV$BA
$289M
103 positions
#4Blue Water Asset ManagementActive
Notable overlap · 3 shared positions
$OKE$SLV$BA
$289M
103 positions
#5Shore Point Advisors, LLCActive
Notable overlap · 5 shared positions
$OKE$WT$TPL$ADP$T
$253M
76 positions
#6Sprinkle Financial Consultants LLCPassive
Notable overlap · 3 shared positions
$OKE$SLV$T
$217M
99 positions
#7Live Oak Investment PartnersPassive
Notable overlap · 3 shared positions
$OKE$ALL$T
$169M
93 positions
#8WESPAC Advisors, LLCPassive
Notable overlap · 3 shared positions
$OKE$T$TER
$183M
178 positions
#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$OKE$NET$AGX$VST
$2.0B
66 positions
#10MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$OKE$AMD$UBER
$543M
235 positions
#11Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$OKE$NET$WT$BA
$154M
64 positions
#12Navis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$AGQ$WT
$196M
175 positions
#13Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AMD$AGQ$AGX$VST
$239M
46 positions
#14IAG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$OKE$WT$SLV$BA
$896M
509 positions
#15IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AGQ$AMD$WT$VST
$446M
95 positions
#16IFS Group,LLCPassive
Some overlap · 4 shared positions
$OKE$AMD$TPL$BA
$112M
144 positions
#17October Effect LtdPassive
Some overlap · 3 shared positions
$AGQ$AMD$BA
$87M
64 positions
#18Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$AGQ$AMD$UBER
$301M
93 positions
#19Carrera Capital AdvisorsActive
Some overlap · 3 shared positions
$AGQ$AMD$SLV
$649M
188 positions
#20FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AMD$AGQ$BA$UBER
$719M
135 positions
#21Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$AMD$OKE$BA
$234M
126 positions
#22RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$AMD$NET$POWL$BA
$829M
92 positions
#23Cadent Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$POWL$AGX$SLV$TER
$386M
187 positions
#24Smallwood Wealth Investment Management, LLCActive
Some overlap · 3 shared positions
$OKE$WT$T
$190M
527 positions
#25Global View Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$WT$OKE$SLV
$377M
140 positions

Compare AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP’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 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP’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.