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Hedge Funds Similar to Autumn Glory Partners,

13F Portfolio OverlapQ1 2026Autumn Glory Partners, portfolio →
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Most similar hedge funds by 13F overlap

Autumn Glory Partners, LLC is an institutional investor managing $272M across 204 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 Autumn Glory Partners, are Innovative Wealth Building, ADVISORS /OK, Investment Advisors,, with shared positions in $MS, $OKE, $MAR, $DIA, $AGQ, $WMB. The full ranking of 25 similar funds is below.

#1Innovative Wealth Building LLCActive
Notable overlap · 5 shared positions
$MS$OKE$MAR$DIA$AGQ
$142M
70 positions
#2CAPITAL ADVISORS INC/OKPassive
Notable overlap · 8 shared positions
$WMB$VZ$MS$UPST$JHG$PFE
$6.2B
357 positions
#3Capital Investment Advisors, LLCActive
Some overlap · 7 shared positions
$MS$UPST$VZ$AGQ$KO$OKE
$6.2B
693 positions
#4Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$MS$OKE$PFE$KO
$221M
32 positions
#5Jackson Hole Capital Partners, LLCPassive
Some overlap · 8 shared positions
$OKE$WMB$BP$ET$VZ$KO
$605M
313 positions
#6Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$MS$OKE$KO
$169M
93 positions
#7HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$MS$VZ$PFE$MAR$DVN$SO
$293M
166 positions
#8CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MS$OKE$KO
$536M
109 positions
#9Buck Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$MS$JHG$VZ$KO
$810M
166 positions
#10Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$MS$JHG$VZ
$136M
48 positions
#11Baugh & Associates, LLCActive
Some overlap · 7 shared positions
$MS$VZ$PFE$ET$SO$KO
$232M
44 positions
#12Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$MS$JHG$DIA
$476M
200 positions
#131 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$OKE$JHG$DIA
$277M
270 positions
#14PFS Partners, LLCActive
Some overlap · 4 shared positions
$MS$JHG$MAR$VZ
$218M
590 positions
#15Cadent Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$JHG$WMB$MAR
$386M
187 positions
#16Clear Trail Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$JHG$VZ$ET
$601M
149 positions
#17VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$OKE$OGE$VZ$MAR$ARLP
$378M
169 positions
#18Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MS$JHG$DIA
$425M
132 positions
#19Miller Global Investments, LLCPassive
Some overlap · 5 shared positions
$JHG$VZ$OKE$WMB$PFE
$121M
295 positions
#20Regent Peak Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MS$JHG$KO$MAR$SO
$490M
198 positions
#21Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$OKE$WMB$OGE$ET$SO
$6.2B
87 positions
#22MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$MS$WMB$VZ$SO
$460M
115 positions
#23Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$AGQ
$251M
200 positions
#24Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$JHG$AGQ
$383M
290 positions
#25Bulwark Capital CorpActive
Some overlap · 5 shared positions
$OKE$JHG$MAR$MS$VZ
$162M
100 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.