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 American Advisory

13F Portfolio OverlapQ2 2026American Advisory portfolio →

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Most similar hedge funds by 13F overlap

American Capital Advisory, LLC is an institutional investor managing $275M across 1,164 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to American Advisory are Thomasville National Bank, Smith Partners Wealth, Cobblestone Asset, with shared positions in $SHEL, $PM, $UBER, $CNM, $CRM, $LH. The full ranking of 25 similar funds is below.

#1Thomasville National BankPassive

Some overlap · 5 shared positions

$SHEL $PM $UBER $CNM $CRM

$1.8B

241 positions

#2Smith Partners Wealth Management, LLCActive

Some overlap · 3 shared positions

$PM $LH $MDY

$126M

73 positions

#3Cobblestone Asset Management LLCActive

Some overlap · 3 shared positions

$PM $PSLV $MKL

$240M

74 positions

#4Triavera Capital LLCActive

Some overlap · 3 shared positions

$PM $UBER $TOST

$184M

15 positions

#5Select Equity Group, L.P.Active

Some overlap · 3 shared positions

$LH $MKL $CNM

$20.2B

157 positions

#6O'Domhnaill Enterprises, Inc.Passive

Some overlap · 3 shared positions

$PM $PAAS $NOC

$125M

61 positions

#7HOLLENCREST SECURITIES LLCPassive

Some overlap · 4 shared positions

$PM $PSLV $CRM $PAAS

$1.5B

1,229 positions

#8Huber Capital Management LLCActive

Some overlap · 3 shared positions

$PM $SHEL $NOC

$679M

99 positions

#9BOYAR ASSET MANAGEMENT INC.Active

Some overlap · 5 shared positions

$UBER $MKL $MGM $CRM $LH

$174M

77 positions

#10ASSOCIATED BANC-CORPPassive

Some overlap · 3 shared positions

$PM $UBER $CRM

$4.2B

381 positions

#11SSA SWISS ADVISORS AGPassive

Some overlap · 3 shared positions

$STT $MDY $RIO

$266M

107 positions

#12Knoll Capital Management, LLCActive

Some overlap · 4 shared positions

$PSLV $PAAS $PM $NOC

$179M

37 positions

#13Hedges Asset Management LLCPassive

Some overlap · 3 shared positions

$SHEL $ARCO $PAAS

$152M

108 positions

#14FLOW TRADERS U.S. LLCPassive

Some overlap · 4 shared positions

$STT $MDY $PSLV $SHEL

$2.4B

979 positions

#15Salomon & Ludwin, LLCPassive

Some overlap · 3 shared positions

$PM $MDY $STT

$1.2B

2,116 positions

#16Vigil Wealth Management, LLCActive

Some overlap · 3 shared positions

$PM $UBER $CRM

$140M

81 positions

#17Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$STT $UBER $MGM

$214M

72 positions

#18TIEMANN INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$STT $MDY $CRM

$276M

207 positions

#19Foyston, Gordon, & Payne IncPassive

Some overlap · 3 shared positions

$PM $UBER $CRM

$468M

68 positions

#20GARDNER RUSSO & QUINN LLCSmart money

Some overlap · 3 shared positions

$PM $UBER $MKL

$8.9B

85 positions

#21ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$STT $MDY $CRM

$621M

90 positions

#22Mawer Investment Management Ltd.Active

Some overlap · 3 shared positions

$SHEL $NOC $UBER

$14.7B

142 positions

#23WALLER FINANCIAL PLANNING GROUP, INCActive

Some overlap · 3 shared positions

$STT $PM $NOC

$486M

78 positions

#24SIMA Wealth Partners, LLCActive

Some overlap · 3 shared positions

$PM $STT $MKL

$141M

130 positions

#25Coign Capital Advisors LLCActive

Some overlap · 3 shared positions

$PM $UBER $NOC

$222M

88 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.