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Hedge Funds Similar to AMG Asset Group,

13F Portfolio OverlapQ1 2026AMG Asset Group, portfolio →
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Most similar hedge funds by 13F overlap

AMG Asset Management Group, Inc. is an institutional investor managing $129M across 80 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 AMG Asset Group, are Settian, Navera Investment Ltd., LOUNTZIS ASSET ,, with shared positions in $CDNS, $GEV, $GE, $HON, $KO, $AMAT. The full ranking of 25 similar funds is below.

#1Settian Capital LPActive
Notable overlap · 3 shared positions
$CDNS$GEV$GE
$143M
26 positions
#2Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$CDNS$HON$KO
$3.9B
56 positions
#3LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$CDNS$AMAT$ABT
$273M
52 positions
#4Madrona Financial Services, LLCActive
Some overlap · 4 shared positions
$CDNS$REGN$AMD$MU
$457M
123 positions
#5Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$CDNS$REGN$KO
$166M
115 positions
#6Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$CDNS$MU$PLTR
$597M
251 positions
#7Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$CDNS$AMD$HON$MU
$94M
23 positions
#8Tactive Advisors, LLCPassive
Some overlap · 5 shared positions
$CDNS$REGN$PLTR$AMD$GEV
$355M
268 positions
#9MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 7 shared positions
$REGN$PLTR$AMD$GEV$MU$TJX
$129M
58 positions
#10BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CDNS$PLTR$AMD$GEV$TJX$GE
$360M
106 positions
#11Sun Financial IncPassive
Some overlap · 6 shared positions
$CDNS$REGN$AMD$GEV$TJX$GE
$200M
159 positions
#12Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$CDNS$PLTR$AMD$GEV$TJX$GE
$946M
216 positions
#13ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CDNS$PLTR$AMD$GEV
$482M
38 positions
#14ING GROEP NVPassive
Some overlap · 8 shared positions
$PLTR$AMD$HON$GEV$MU$AMAT
$16.4B
503 positions
#15JENNISON ASSOCIATES LLCActive
Some overlap · 6 shared positions
$CDNS$PLTR$AMD$GEV$APP$GE
$145.4B
562 positions
#16PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CDNS$GEV$MU$APP$GE
$594M
178 positions
#17JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$CDNS$ABT$KO
$5.1B
84 positions
#18Virtue Capital Management, LLCPassive
Some overlap · 5 shared positions
$CDNS$AMAT$MU$GEV$GE
$657M
322 positions
#19Supplemental Annuity Collective Trust of NJPassive
Some overlap · 7 shared positions
$PLTR$AMD$KO$GEV$MU$AMAT
$355M
297 positions
#20Mediolanum International Funds LtdActive
Some overlap · 7 shared positions
$PLTR$REGN$KO$GEV$MU$TJX
$9.4B
431 positions
#21XPONANCE, INC.Passive
Some overlap · 7 shared positions
$PLTR$AMD$KO$GEV$MU$AMAT
$14.1B
1,686 positions
#22Andra AP-fondenPassive
Some overlap · 7 shared positions
$PLTR$AMD$KO$MU$AMAT$TJX
$8.4B
396 positions
#23China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$REGN$PLTR$AMD$MU$AMAT
$1.3B
502 positions
#24HARTFORD INVESTMENT MANAGEMENT COActive
Some overlap · 7 shared positions
$PLTR$AMD$KO$GEV$MU$AMAT
$3.2B
495 positions
#25GDS Wealth ManagementActive
Some overlap · 5 shared positions
$CDNS$AMD$GEV$MU$TJX
$1.7B
200 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.