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Hedge Funds Similar to American Advisory,

13F Portfolio OverlapQ1 2026American Advisory, portfolio →
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Most similar hedge funds by 13F overlap

American Capital Advisory, LLC is an institutional investor managing $248M across 1,140 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 American Advisory, are Huber, DAVIS SELECTED ADVISERS, Hedges Asset, with shared positions in $PM, $SHEL, $BAC, $NOC, $MKL, $MGM. The full ranking of 25 similar funds is below.

#1Huber Capital Management LLCPassive
Some overlap · 4 shared positions
$PM$SHEL$BAC$NOC
$647M
99 positions
#2DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$MKL$MGM$USB
$21.8B
112 positions
#3Hedges Asset Management LLC
Some overlap · 4 shared positions
$SHEL$USB$PAAS$ARCO
$142M
108 positions
#4CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$BAC$USB$UBER$WT$CRM$TOST
$140M
265 positions
#5Cardinal Point Capital Management, ULCActive
Some overlap · 4 shared positions
$MKL$USB$PM$WT
$1.6B
286 positions
#6Thomasville National Bank
Some overlap · 4 shared positions
$SHEL$USB$PM$CRM
$1.6B
235 positions
#7ASSOCIATED BANC-CORPPassive
Some overlap · 5 shared positions
$PM$UBER$MKL$NOC$CRM
$3.8B
332 positions
#8WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$MKL$PSLV$WT$PM$MDY
$1000M
94 positions
#9Berkeley Capital Partners, LLCActive
Some overlap · 4 shared positions
$MKL$USB$BAC$PM
$431M
184 positions
#10MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$PSLV$USB$PAAS$RIO
$115M
98 positions
#11FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$MKL$BAC$USB
$133M
121 positions
#12Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MKL$BAC$PM
$166M
43 positions
#13Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$BAC$PM$WT
$123M
111 positions
#14Smith Partners Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$USB$PM$WT$LH
$112M
76 positions
#15Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$SHEL$BAC$USB
$179M
59 positions
#16Allied Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SHEL$BAC$USB
$697M
100 positions
#17Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$SHEL$BAC$YUMC$CRM
$6.7B
103 positions
#18Williams Financial, LLCSmart money
Some overlap · 3 shared positions
$MKL$USB$WT
$172M
25 positions
#19River Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$BAC$CRM
$871M
205 positions
#20WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$USB$CRM
$4.1B
391 positions
#21Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$MKL$PM$PSLV$WT
$89M
81 positions
#22Nokomis Capital, L.L.C.Passive
Some overlap · 3 shared positions
$PSLV$MGM$USB
$349M
55 positions
#23MILFORD FUNDS LTDActive
Some overlap · 4 shared positions
$SHEL$BAC$RIO$CRM
$4.8B
75 positions
#24OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKL$MGM$WT$CRM
$1.9B
197 positions
#25Limestone Investment Advisors LPActive
Some overlap · 4 shared positions
$SHEL$BAC$UBER$RIO
$1.2B
399 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.