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Hedge Funds Similar to AGH Wealth Advisors,

13F Portfolio OverlapQ1 2026AGH Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

AGH Wealth Advisors, LLC is an institutional investor managing $136M across 123 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 AGH Wealth Advisors, are Exeter Financial,, CONNORS INVESTOR SERVICES, RoundAngle Advisors, with shared positions in $VZ, $BAC, $KO, $COP, $GD, $LIN. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$BAC$KO$COP$GD$LIN
$245M
98 positions
#2CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$VZ$PLTR$KO$LIN$WMB$ETN
$1.1B
149 positions
#3RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$VZ$SLV$PLTR$COP$WMB
$134M
60 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$VZ$SLV$PLTR$COP$ETN
$311M
318 positions
#5Bank Julius Baer & Co. Ltd, ZurichActive
Some overlap · 6 shared positions
$AMAT$KO$COP$BAC$LIN$CME
$33.2B
678 positions
#6Nicholas Wealth, LLC.Passive
Some overlap · 5 shared positions
$VZ$PLTR$BAC$KO$ETN
$145M
111 positions
#7SHELTON CAPITAL MANAGEMENTPassive
Some overlap · 6 shared positions
$PLTR$AMAT$COP$LIN$INTC$BAC
$4.6B
717 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$VZ$BAC$KO$COP$INTC
$308M
137 positions
#9Clark Wealth PartnersActive
Some overlap · 7 shared positions
$BAC$COP$GD$LIN$ETN$KO
$149M
604 positions
#10Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$VZ$KO$COP$GD$CME
$139M
62 positions
#11MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$VZ$BAC$COP$WMB$CME
$3.7B
138 positions
#12ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$VZ$BAC$KO$COP$GD
$12.5B
706 positions
#13Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$VZ$BAC$COP$WMB$ETN
$685M
380 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$VZ$BAC$COP$CME$ETN
$215M
125 positions
#15FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$VZ$BAC$KO$LIN$ETN
$1.2B
150 positions
#16BDF-GESTIONActive
Some overlap · 5 shared positions
$PLTR$AMAT$BAC$KO$LIN
$749M
144 positions
#17Vanguard Capital Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SLV$BAC$COP$VZ$INTC
$108M
120 positions
#18Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$VZ$BAC$KO$LIN$ETN
$495M
128 positions
#19AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$VZ$BAC$KO$LIN$ETN
$15.1B
117 positions
#20Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$AMAT$BAC$KO$COP$INTC
$545M
180 positions
#21Lansforsakringar Fondforvaltning AB (publ)Active
Some overlap · 6 shared positions
$BAC$VZ$PLTR$KO$AMAT$LIN
$19.1B
554 positions
#22QVR LLCSmart money
Some overlap · 6 shared positions
$VZ$AMAT$COP$LIN$INTC$KO
$2.5B
155 positions
#23Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$AMAT$BAC$KO$COP$ETN
$163M
52 positions
#24GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$PLTR$AMAT$COP$LIN$INTC
$6.0B
624 positions
#25FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive
Some overlap · 6 shared positions
$KO$AMAT$LIN$VZ$BAC$PLTR
$18.3B
538 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.