What hedge funds are most similar to ARMSTRONG ADVISORY GROUP, INC?

The funds with the most similar 13F portfolios to ARMSTRONG ADVISORY GROUP, INC are AMI INVESTMENT, Beacon ,, Marotta Asset, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to ARMSTRONG ADVISORY GROUP,

13F Portfolio OverlapQ1 2026ARMSTRONG ADVISORY GROUP, portfolio →

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Most similar hedge funds by 13F overlap

ARMSTRONG ADVISORY GROUP, INC is an institutional investor managing $1.6B across 985 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 ARMSTRONG ADVISORY GROUP, are AMI INVESTMENT, Beacon ,, Marotta Asset, with shared positions in $MAR, $UPST, $TJX, $COP, $DDOG, $AGQ. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$MAR $UPST $TJX $COP $DDOG

$445M

77 positions

#2Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$MAR $UPST $AGQ $COP

$1.8B

57 positions

#3Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$MAR $UPST $DE $KO

$543M

103 positions

#4Vermillion Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$MAR $DE $KKR $HUM $COP $BRZE

$255M

1,563 positions

#5Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$MAR $AGQ $WM $VZ

$153M

96 positions

#6Junk Investment Group, LLCPassive

Notable overlap · 5 shared positions

$MAR $KKR $HUM $KO $VZ

$191M

88 positions

#7RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $COP

$98M

68 positions

#8Advantage Trust CoActive

Notable overlap · 4 shared positions

$MAR $DE $HUM $GSAT

$223M

123 positions

#9Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $HUM $COP $BRZE

$254M

108 positions

#10SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$MAR $KKR $HUM

$272M

554 positions

#11Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $DDOG

$302M

51 positions

#12Wiser Wealth Management, IncSmart money

Notable overlap · 5 shared positions

$MAR $HUM $BRZE $COP $KO

$464M

58 positions

#13Compass Financial Group, INC/SDActive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $DDOG

$715M

105 positions

#14John A. Wolfe & Associates, Inc.Active

Notable overlap · 3 shared positions

$MAR $KKR $BRZE

$65M

42 positions

#15Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$MAR $DE $DDOG

$399M

34 positions

#16Family Office Research LLCActive

Notable overlap · 3 shared positions

$MAR $DE $GSAT

$230M

75 positions

#17FUNDSMITH INVESTMENT SERVICES LTD.Smart money

Notable overlap · 3 shared positions

$MAR $WM $TJX

$4.4B

24 positions

#18Magnolia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MAR $DE $COP $KO

$172M

212 positions

#19CVA Family Office, LLCPassive

Notable overlap · 5 shared positions

$MAR $KKR $HUM $KO $COP

$950M

1,838 positions

#20Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MAR $BRZE $DE $KO

$589M

138 positions

#21PGIM Custom Harvest LLCActive

Notable overlap · 3 shared positions

$MAR $HUM $AGQ

$6.4B

276 positions

#22ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 5 shared positions

$MAR $AGQ $KKR $HUM $VZ

$138M

59 positions

#23ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MAR $UPST $HUM $KO $COP $WM

$153M

46 positions

#24WBH ADVISORY INCPassive

Notable overlap · 4 shared positions

$MAR $UPST $COP $BRZE

$1.3B

350 positions

#25Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$MAR $GSAT $BRZE

$201M

426 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.