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Hedge Funds Similar to AIRE ADVISORS

13F Portfolio OverlapQ2 2026AIRE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

AIRE ADVISORS, LLC is an institutional investor managing $615M across 179 U.S. equity positions as of Q2 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, BISLETT, R.H. Dinel Investment Counsel, with shared positions in $CCZ, $AMGN, $T, $SIRI, $LLYVA, $FWONA. The full ranking of 25 similar funds is below.

#1Round Hill Asset ManagementActive
Notable overlap · 3 shared positions
$CCZ$AMGN$T
$159M
62 positions
#2BISLETT MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$CCZ$SIRI$LLYVA$FWONA$LBRDA
$148M
18 positions
#3R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$AMGN$CCZ$SIRI$LLYVA$WBD$T
$130M
40 positions
#4Sprinkle Financial Consultants LLCActive
Some overlap · 6 shared positions
$T$SIRI$EXPE$LLYVA$WBD$FWONA
$255M
104 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$CCZ$USB
$1.2B
106 positions
#6Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$AMGN$T$CCZ$USB
$116M
65 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$CCZ$T$AMGN$USB
$1.3B
58 positions
#8Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$AMGN$EXPE$CCZ
$158M
50 positions
#9Hi-Line Capital Management, LLCActive
Some overlap · 3 shared positions
$CCZ$SIRI$LBRDA
$355M
32 positions
#10BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$AMGN$T$WBD
$320M
266 positions
#11Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$AMGN$CCZ$SIRI
$111M
62 positions
#12Sylvest Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$CCZ$USB
$222M
78 positions
#13First Pacific Advisors, LPActive
Some overlap · 3 shared positions
$CCZ$AON$LBRDA
$8.1B
75 positions
#14LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$CCZ$EXPE$USB
$143M
89 positions
#15Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMGN$WBD$T
$125M
365 positions
#16WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$WBD$SIRI$LLYVA$FWONA$LBRDA
$292M
78 positions
#17STANCE CAPITAL LLCPassive
Some overlap · 3 shared positions
$AMGN$CCZ$T
$328M
340 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$NOTV$T$USB
$1.7B
256 positions
#19Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$CRWD$USB
$181M
100 positions
#20Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$CCZ$USB
$169M
84 positions
#21BCWM, LLCPassive
Some overlap · 3 shared positions
$CCZ$T$USB
$342M
57 positions
#22American Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$IONQ$AMGN$WBD$T
$185M
95 positions
#23Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$EXPE$WBD$LLYVA$FWONA
$1.7B
70 positions
#24Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$CCZ$WBD$USB
$138M
54 positions
#25Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$CCZ$T$EXPE
$39.3B
2,614 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.