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 Asset Advisory Group

13F Portfolio OverlapQ2 2026Asset Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Asset Advisory Group, Inc. is an institutional investor managing $229M across 125 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 Asset Advisory Group are Powers Advisory Group, Catherine Avery Investment, BERKSHIRE ASSET, with shared positions in $DE, $PM, $LMT, $PEP, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$DE $PM $LMT $PEP $MCD $AMGN

$319M

130 positions

#2Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$KEY $BMY $MCD $AMGN

$229M

166 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$DE $BMY $LMT $PEP $MCD $NUE

$2.5B

270 positions

#4Susquehanna Portfolio Strategies, LLCPassive

Some overlap · 6 shared positions

$PM $COR $TJX $MCD $AMGN $NUE

$6.3B

833 positions

#5SEARLE & CO.Passive

Some overlap · 6 shared positions

$PM $BMY $ROK $PEP $MCD $NUE

$445M

194 positions

#6Northwest Quadrant Wealth Management, LLCSmart money

Some overlap · 5 shared positions

$DE $PM $LMT $PEP $AMGN

$540M

77 positions

#7ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$COR $LMT $TJX $PEP $MCD $AMGN

$286M

144 positions

#8First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$PM $LMT $PEP $MCD $AMGN $WSM

$1.4B

73 positions

#9CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$DE $PSA $TJX $PEP $MCD

$767M

184 positions

#10River Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$DE $COR $TJX $PEP $AMGN

$956M

217 positions

#11Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$DE $TJX $ROK $PEP $AMGN

$149M

116 positions

#12Richwood Investment Advisors, LLCActive

Some overlap · 5 shared positions

$DE $LMT $PEP $MCD $AMGN

$142M

106 positions

#13Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$DE $LMT $PEP $MCD $AMGN

$181M

81 positions

#14Riverview Trust CoActive

Some overlap · 5 shared positions

$DE $LMT $PEP $MCD $AMGN

$84M

166 positions

#15Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$DE $TJX $PEP $MCD $AMGN

$1.1B

204 positions

#16Optimist Retirement Group LLCActive

Some overlap · 5 shared positions

$PM $BMY $LMT $PEP $MCD

$259M

118 positions

#17Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$DE $TJX $PEP $MCD $COR

$1.0B

160 positions

#18Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$PM $BMY $LMT $PEP $AMGN

$255M

278 positions

#19BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$PM $COR $LMT $MCD $AMGN

$515M

142 positions

#20JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$DE $ROK $PEP $MCD $AMGN

$1.2B

134 positions

#21Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$DE $LMT $MCD $AMGN $PEP

$214M

33 positions

#22Cypress Capital GroupPassive

Some overlap · 5 shared positions

$PM $LMT $TJX $MCD $AMGN

$1.1B

314 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$PM $BMY $PEP $MCD $AMGN

$513M

70 positions

#24Juno Financial Group LLCActive

Some overlap · 4 shared positions

$DE $PM $LMT $PEP

$282M

73 positions

#25Bank & Trust CoPassive

Some overlap · 5 shared positions

$KEY $BMY $PEP $MCD $NUE

$158M

303 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.