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Hedge Funds Similar to AA Financial Advisors,

13F Portfolio OverlapQ1 2026AA Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

AA Financial Advisors, LLC is an institutional investor managing $710M across 221 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 AA Financial Advisors, are Tide Cove Partners, NEPC, Coyle Financial Counsel, with shared positions in $COP, $SCHW, $USB, $KKR, $DOV, $GLDM. The full ranking of 25 similar funds is below.

#1Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$COP$SCHW$USB$KKR
$147M
13 positions
#2NEPC LLCSmart money
Notable overlap · 4 shared positions
$COP$DOV$USB$GLDM
$5.0B
51 positions
#3Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$COP$DOV$USB
$473M
113 positions
#4Hegarty Advisors, LLCActive
Notable overlap · 5 shared positions
$DOV$COP$KKR$GLDM$USB
$127M
57 positions
#5Hurlow Wealth Management Group, Inc.Active
Notable overlap · 6 shared positions
$COP$SCHW$USB$GE$NEE$KKR
$420M
120 positions
#6DecisionPoint Financial, LLCActive
Notable overlap · 5 shared positions
$COP$SCHW$USB$DOV$PSX
$464M
679 positions
#7White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$COP$USB$KKR$SCHW$PM
$721M
145 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$COP$USB$GLDM$NEE$GE$KLAC
$2.1B
152 positions
#9Cordant, Inc.Active
Notable overlap · 3 shared positions
$COP$SCHW$USB
$246M
75 positions
#10CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$COP$SCHW$USB
$363M
102 positions
#11Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$COP$SCHW$KKR
$230M
21 positions
#12Compass Advisory Group LLCActive
Notable overlap · 4 shared positions
$COP$DOV$SCHW$USB
$374M
86 positions
#13Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$USB$KKR$CB
$320M
972 positions
#14Investments & Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$COP$DOV$SCHW
$184M
36 positions
#15WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$SCHW
$508M
107 positions
#16BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$COP$SCHW$USB$KKR
$129M
217 positions
#17Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$COP$USB$SCHW$NEE
$284M
91 positions
#18Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$COP$SCHW$NEE$USB
$480M
160 positions
#19Steele Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$KKR
$2.4B
86 positions
#20Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$COP$SCHW$USB$NEE$PSX
$279M
141 positions
#21Montis Financial, LLCActive
Notable overlap · 5 shared positions
$COP$KKR$USB$DOV$AGQ
$484M
150 positions
#22Cedar Point Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$COP$GLDM$SCHW$USB$NEE
$154M
71 positions
#23Whelan FinancialActive
Notable overlap · 4 shared positions
$COP$SCHW$LOW$KLAC
$322M
88 positions
#24Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 4 shared positions
$COP$USB$SCHW$PM
$5.8B
996 positions
#25Kohmann Bosshard Financial Services, LLCActive
Notable overlap · 4 shared positions
$COP$SCHW$KKR$GLDM
$1.2B
1,060 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.