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Hedge Funds Similar to Aegis Wealth ,

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

Aegis Wealth Management, Inc. is an institutional investor managing $155M across 119 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 Aegis Wealth , are Horrell ,, Bank of New Hampshire, All Terrain Financial Advisors,, with shared positions in $ORLY, $LOW, $UPS, $MAR, $MDY, $PLTR. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$LOW$UPS
$219M
194 positions
#2Bank of New HampshirePassive
Some overlap · 6 shared positions
$MAR$MDY$ORLY$UPS$LOW$PLTR
$437M
542 positions
#3All Terrain Financial Advisors, LLCActive
Some overlap · 4 shared positions
$LOW$MDY$USB$CLX
$425M
149 positions
#4Pinnacle Family Advisors, LLCPassive
Some overlap · 4 shared positions
$ORLY$PLTR$LOW$GMM
$213M
135 positions
#5Timonier Family Office, LTD.
Some overlap · 3 shared positions
$LOW$MAR$USB
$315M
56 positions
#6Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$LOW$UPS$USB$PLTR
$215M
74 positions
#7JBR Co Financial Management IncActive
Some overlap · 3 shared positions
$UTG$MAR$PLTR
$239M
120 positions
#8Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$LOW$MAR$JKHY
$170M
48 positions
#9Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$MAR$LOW$USB
$118M
73 positions
#10Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$MAR$LOW
$148M
83 positions
#11CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MAR$UPS
$210M
96 positions
#12ISTHMUS PARTNERS, LLCPassive
Some overlap · 4 shared positions
$LOW$GMM$UPS$PSA
$953M
217 positions
#13Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$CLX$STAG$UPS$USB
$184M
32 positions
#14FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$LOW$USB$PLTR
$719M
135 positions
#15FIRST MERCHANTS CORPActive
Some overlap · 4 shared positions
$MAR$LOW$ORLY$MDY
$2.6B
359 positions
#16VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$ORLY$MAR$USB
$223M
157 positions
#17Crewe Advisors LLCActive
Some overlap · 3 shared positions
$MDY$MAR$USB
$1.2B
1,038 positions
#18Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$MAR$USB
$257M
109 positions
#19HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 3 shared positions
$STAG$EXR$PSA
$1.4B
57 positions
#20Berkeley, IncActive
Some overlap · 3 shared positions
$LOW$MDY$PLTR
$298M
81 positions
#21VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$MAR$GMM$LOW
$301M
176 positions
#22Kesler, Norman & Wride, LLCPassive
Some overlap · 3 shared positions
$LOW$MAR$JKHY
$581M
245 positions
#23WJ Financial Advisors LLCPassive
Some overlap · 4 shared positions
$MAR$MDY$USB$PLTR
$124M
128 positions
#24Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$MAR$UPS
$224M
47 positions
#25MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 4 shared positions
$MAR$MDY$ORLY$USB
$3.9B
2,444 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.