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Hedge Funds Similar to Asset Allocation Strategies

13F Portfolio OverlapQ1 2026Asset Allocation Strategies portfolio →
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Most similar hedge funds by 13F overlap

Asset Allocation Strategies LLC is an institutional investor managing $563M 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 Asset Allocation Strategies are Blake Schutter Theil Wealth Advisors,, Selby Wealth ,, MidAtlantic ,, with shared positions in $KKR, $MS, $SNOW, $HUM, $WT, $DIA. The full ranking of 25 similar funds is below.

#1Blake Schutter Theil Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$KKR$MS$SNOW$HUM$WT
$123M
111 positions
#2Selby Wealth Management, LLCActive
Notable overlap · 6 shared positions
$KKR$MS$SNOW$HUM$WT$DIA
$254M
81 positions
#3MidAtlantic Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$KKR$MS$SNOW$WT$SLV
$145M
84 positions
#4PENNEY FINANCIAL, LLCSmart money
Notable overlap · 4 shared positions
$KKR$MS$SNOW$DDOG
$261M
48 positions
#5truNorth Financial Services, Inc.Active
Some overlap · 7 shared positions
$KKR$MS$HUM$WT$DIA$SLV
$97M
49 positions
#6OMNI 360 Wealth, Inc.Passive
Some overlap · 7 shared positions
$KKR$MS$SNOW$HUM$DDOG$WT
$194M
125 positions
#7FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$HUM$WT$CRM
$233M
350 positions
#8DAGCO, INC.Passive
Some overlap · 5 shared positions
$KKR$MS$HUM$JHG$SLV
$461M
353 positions
#9Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$MS$HUM$WT
$124M
101 positions
#10YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 4 shared positions
$KKR$MS$JHG$WT
$248M
125 positions
#11Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$KKR$MS$HUM$DDOG
$453M
103 positions
#12Bay Capital Advisors, LLCActive
Some overlap · 6 shared positions
$KKR$SNOW$MS$HUM$WT$C
$162M
107 positions
#13Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$KKR$MS$HUM
$156M
44 positions
#14Gallagher Capital Advisors, LLCActive
Some overlap · 5 shared positions
$KKR$MS$SNOW$HUM$PLTR
$148M
65 positions
#15APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$KKR$MS$GSAT$BA
$117M
72 positions
#16Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$KKR$MS$HUM$WT$SCHW
$90M
65 positions
#17Conservest Capital Advisors, Inc.Active
Some overlap · 7 shared positions
$KKR$MS$HUM$WT$DIA$SCHW
$1.1B
127 positions
#18Ariston Services GroupActive
Some overlap · 7 shared positions
$KKR$SNOW$HUM$DDOG$ET$SCHW
$167M
71 positions
#19Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$KKR$MS$C
$255M
57 positions
#20TBH Global Asset Management, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$SNOW$HUM$DDOG
$497M
245 positions
#21SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$KKR$SNOW$HUM$DDOG$WT
$271M
123 positions
#22Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$KKR$MS$HUM
$358M
716 positions
#23Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$KKR$SNOW$DDOG$WT$HUM$SCHW
$337M
117 positions
#24VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$KKR$MS$SLV
$11.8B
55 positions
#25Human Investing LLCSmart money
Some overlap · 7 shared positions
$KKR$SNOW$HUM$MS$SCHW$DDOG
$687M
96 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.