13F Pro

Hedge Funds Similar to AMERIFLEX GROUP,

13F Portfolio OverlapQ1 2026AMERIFLEX GROUP, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AMERIFLEX GROUP, INC. is an institutional investor managing $198M across 1,112 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 AMERIFLEX GROUP, are Allred ,, TOTH FINANCIAL ADVISORY, IAM Advisory,, with shared positions in $AGQ, $KO, $UNP, $AMD, $GEV, $GE. The full ranking of 25 similar funds is below.

#1Allred Capital Management, LLCPassive
Some overlap · 6 shared positions
$AGQ$KO$UNP$AMD$GEV$GE
$275M
155 positions
#2TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$AGQ$AMGN$KO$UNP$IBM
$911M
918 positions
#3IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$AMGN$AMD$GEV$WT
$446M
95 positions
#4Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$AGQ$AMD$GEV$AMAT$GE
$239M
46 positions
#5Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$KO$UNP$AMGN$GEV$GE$IBM
$78M
111 positions
#6REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$UNP$GE$WT
$697M
218 positions
#7PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AGQ$UNP$GE$GEV
$166M
72 positions
#8HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$UNP$AMGN$KO$IBM
$351M
81 positions
#9New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$KO$UNP$GEV$IBM
$237M
143 positions
#10Concord Asset Management, LLC/VAActive
Some overlap · 6 shared positions
$AGQ$KO$UNP$AMAT$AMGN$WT
$592M
117 positions
#11Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$AMGN$KO$GEV$AMAT$GE
$333M
124 positions
#12BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMGN$UNP$AMD$GEV$GE
$360M
106 positions
#13Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$KO$IBM
$240M
278 positions
#14Vigilare Wealth ManagementActive
Some overlap · 6 shared positions
$AGQ$FNF$GEV$WT$ALB$GE
$296M
109 positions
#15WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$KO$AMAT
$181M
983 positions
#16Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$AMGN$KO$GEV$AMAT$GE$IBM
$195M
107 positions
#17CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$KO$GEV$GE$IBM
$1.3B
118 positions
#18Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AGQ$AMGN$AMD$IBM
$238M
213 positions
#19Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 4 shared positions
$AGQ$KO$ALB$IBM
$495M
128 positions
#20WealthPLAN Partners, LLCPassive
Some overlap · 6 shared positions
$UNP$AGQ$ALB$AMGN$WT$IBM
$518M
221 positions
#21Capital Investment Counsel, IncActive
Some overlap · 4 shared positions
$AGQ$KO$AMAT$AMD
$816M
249 positions
#22Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$UNP$AMGN$GEV$GE$IBM
$685M
380 positions
#23Concord Wealth PartnersPassive
Some overlap · 6 shared positions
$KO$AGQ$UNP$AMGN$AMAT$WT
$770M
207 positions
#24Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$UNP$AMD$GEV$GE
$247M
66 positions
#25Columbia Asset ManagementActive
Some overlap · 4 shared positions
$AMGN$UNP$KO$IBM
$525M
170 positions

Compare AMERIFLEX GROUP,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View AMERIFLEX GROUP,’s holdings

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.