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Hedge Funds Similar to AIRE ADVISORS,

13F Portfolio OverlapQ1 2026AIRE ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

AIRE ADVISORS, LLC is an institutional investor managing $547M across 167 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 AIRE ADVISORS, are Round Hill Asset, Widmann Financial Services,, Quantum Financial Advisors,, with shared positions in $CCZ, $AMGN, $T, $AMN, $KO, $SLV. The full ranking of 25 similar funds is below.

#1Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$CCZ$AMGN$T
$153M
62 positions
#2Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMN$T$KO
$168M
121 positions
#3Quantum Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$AMGN$T$KO
$891M
231 positions
#4ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$SLV$SE
$156M
77 positions
#5SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$SLV$USB
$154M
39 positions
#6FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$AMN$SE$USB
$653M
191 positions
#7STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$AMN$SE$USB
$143M
30 positions
#8SFG Wealth Management, LLC.Active
Some overlap · 3 shared positions
$AMN$SLV$USB
$243M
100 positions
#9REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AMN$T$AMGN$KO
$661M
215 positions
#10Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$IONQ$USB
$98M
68 positions
#11Plancorp, LLCActive
Some overlap · 3 shared positions
$AMN$SE$USB
$3.5B
378 positions
#12COWA, LLCActive
Some overlap · 3 shared positions
$AMN$AMGN$T
$371M
158 positions
#13LAM GROUP, INC.Passive
Some overlap · 3 shared positions
$AMN$SE$AMGN
$182M
136 positions
#14Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$AMN$SE$USB
$395M
110 positions
#15Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$SLV$T
$166M
57 positions
#16Harbor Group, Inc.Active
Some overlap · 3 shared positions
$AMN$SE$T
$692M
116 positions
#17New England Capital Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$KO$T
$365M
425 positions
#18Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$AMN$USB$T
$159M
55 positions
#19BetterWealth, LLCSmart money
Some overlap · 3 shared positions
$AMN$USB$AMGN
$510M
85 positions
#20Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$AMN$T$USB
$302M
51 positions
#21RW Investment Management LLCActive
Some overlap · 3 shared positions
$AMN$USB$AMGN
$1.0B
113 positions
#22ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$AMN$KO$SE
$158M
125 positions
#23Morton Brown Family Wealth, LLCActive
Some overlap · 3 shared positions
$AMN$USB$AMGN
$378M
292 positions
#24Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 3 shared positions
$AMN$SE$USB
$1.1B
81 positions
#25Creative Capital Management Investments LLCActive
Some overlap · 3 shared positions
$AMN$AMGN$USB
$348M
324 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.