What hedge funds are most similar to Asset Advisory Group, Inc.?

The funds with the most similar 13F portfolios to Asset Advisory Group, Inc. are McCarthy Asset ,, Hurlow Wealth Group,, FIDELIS iM,, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 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 Q1 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 McCarthy Asset ,, Hurlow Wealth Group,, FIDELIS iM,, with shared positions in $COP, $HUM, $SNOW, $BRZE, $SCHW, $MCD. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$COP $HUM $SNOW $BRZE

$192M

27 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $SNOW $HUM $SCHW $MCD $TJX

$420M

120 positions

#3FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$COP $HUM $SCHW $BRZE

$264M

25 positions

#4American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $HUM $SNOW $SCHW $BRZE

$750M

159 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$COP $HUM $SCHW

$230M

21 positions

#6Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $SCHW

$1.2B

1,060 positions

#7Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$COP $HUM $SCHW

$480M

160 positions

#8Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $BRZE $SCHW

$167M

92 positions

#9CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 6 shared positions

$COP $HUM $SCHW $LMT $MCD $IBM

$363M

102 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $COP $BRZE $MCD $DE

$198M

106 positions

#11FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 6 shared positions

$COP $SNOW $MCD $LMT $IBM $BMY

$464M

142 positions

#12Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $SCHW

$1.8B

57 positions

#13Hilton Capital Management, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $TJX $MCD $AMGN

$1.3B

129 positions

#14Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$COP $SNOW $BRZE

$478M

42 positions

#15Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$COP $HUM $SCHW

$147M

13 positions

#16American Money Management, LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $PM $MCD

$632M

168 positions

#17Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$HUM $COP $SNOW $LMT

$109M

1,311 positions

#18White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$COP $HUM $BRZE $SCHW $SNOW $PM

$721M

145 positions

#19Whitegate Investment Counselors, Inc.Active

Notable overlap · 4 shared positions

$HUM $COP $SCHW $SNOW

$315M

68 positions

#20Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $SCHW $BRZE

$1.4B

58 positions

#21Opus Financial Solutions LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $SCHW $BRZE $COP

$106M

103 positions

#22HTG Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$COP $SNOW $BRZE $IBM

$352M

85 positions

#23Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 3 shared positions

$COP $SNOW $MCD

$566M

28 positions

#24Investments & Financial Planning, LLCSmart money

Notable overlap · 3 shared positions

$COP $SNOW $SCHW

$184M

36 positions

#25Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $SCHW

$184M

157 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.