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Hedge Funds Similar to Asset Allocation Strategies

13F Portfolio OverlapQ3 2026Asset Allocation Strategies portfolio →
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Most similar hedge funds by 13F overlap

Asset Allocation Strategies LLC is an institutional investor managing $668M across 171 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Asset Allocation Strategies are Carson Advisory, Blue Water Asset, ALEXANDER LABRUNERIE, with shared positions in $JXN, $C, $BA, $DAL, $T, $WFC. The full ranking of 25 similar funds is below.

#1Carson Advisory Inc.Passive
Slight overlap · 6 shared positions
$JXN$C$BA$DAL$T$WFC
$218M
204 positions
#2Blue Water Asset ManagementActive
Slight overlap · 4 shared positions
$JXN$BA$DTB$GLDM
$310M
108 positions
#3ALEXANDER LABRUNERIE & CO., INC.Passive
Slight overlap · 4 shared positions
$JXN$BA$PLTR$T
$285M
125 positions
#4PSI Advisors, LLCActive
Slight overlap · 6 shared positions
$ET$EPD$STT$TGT$PLTR$DE
$430M
151 positions
#5C2C Wealth Management, LLCPassive
Slight overlap · 6 shared positions
$EPD$ET$TGT$BA$DTB$WFC
$128M
90 positions
#6MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 4 shared positions
$EPD$ET$STT$C
$3.7B
159 positions
#7IBEX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$JXN$PLTR$T
$1.3B
209 positions
#8EASTERLY INVESTMENT PARTNERS LLCActive
Slight overlap · 3 shared positions
$JXN$C$TGT
$2.0B
252 positions
#9Jackson Hole Capital Partners, LLC
Slight overlap · 5 shared positions
$EPD$ET$C$T$WFC
$605M
313 positions
#10Adams Asset Advisors, LLCActive
Slight overlap · 5 shared positions
$EPD$ET$C$T$WFC
$984M
94 positions
#11BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 4 shared positions
$EPD$ET$STT$T
$453M
117 positions
#12WETZEL INVESTMENT ADVISORS, INC.Active
Slight overlap · 3 shared positions
$JXN$C$TT
$290M
133 positions
#13Poehling Capital Management, INC.Passive
Slight overlap · 4 shared positions
$JXN$C$TGT$WFC
$486M
164 positions
#14EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 4 shared positions
$EPD$ET$TT$BA
$3.0B
277 positions
#15Catalyst Capital Advisors LLCActive
Slight overlap · 4 shared positions
$EPD$ET$STT$GLDM
$6.0B
369 positions
#16Manske Wealth ManagementPassive
Slight overlap · 5 shared positions
$ET$STT$C$RIO$T
$427M
229 positions
#17Axiom Investment Management LLCPassive
Slight overlap · 4 shared positions
$EPD$ET$C$T
$150M
528 positions
#18Eaton Financial Holdings Company, LLCPassive
Slight overlap · 3 shared positions
$JXN$EPD$WFC
$364M
134 positions
#19CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 3 shared positions
$EPD$ET$STT
$494M
758 positions
#20Henson-Edgewater Management, LLCActive
Slight overlap · 4 shared positions
$ET$EPD$BA$PLTR
$192M
66 positions
#21DMKC Advisory Services, LLCActive
Slight overlap · 6 shared positions
$STT$C$TGT$BA$WFC$DE
$530M
92 positions
#22Larson Financial Group LLCPassive
Slight overlap · 4 shared positions
$EPD$ET$BA$PLTR
$3.8B
3,772 positions
#23Chicago Partners Investment Group LLCPassive
Slight overlap · 3 shared positions
$EPD$ET$STT
$5.5B
1,739 positions
#24Avion WealthActive
Slight overlap · 4 shared positions
$EPD$ET$BA$WFC
$537M
1,750 positions
#25LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Slight overlap · 4 shared positions
$EPD$ET$BA$WFC
$489M
244 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.