13F Pro

Hedge Funds Similar to AUGUSTINE ASSET

13F Portfolio OverlapQ1 2026AUGUSTINE ASSET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AUGUSTINE ASSET MANAGEMENT INC is an institutional investor managing $494M across 121 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 AUGUSTINE ASSET are PINNBROOK, Westend ,, WCM INVESTMENT ,, with shared positions in $KGS, $ASML, $CSX, $FCX, $GILD, $APP. The full ranking of 25 similar funds is below.

#1PINNBROOK CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$KGS$ASML$CSX
$384M
45 positions
#2Westend Capital Management, LLCPassive
Notable overlap · 4 shared positions
$KGS$ASML$FCX$GILD
$333M
254 positions
#3WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$APP$IBN$ASML$MDT
$43.8B
263 positions
#4XY Capital LtdPassive
Some overlap · 5 shared positions
$IBN$SHEL$MFG$MUFG$SMFG
$101M
95 positions
#5Kultura Capital Management LPActive
Some overlap · 3 shared positions
$APP$ASML$MU
$638M
53 positions
#6TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SHEL$TTE$GILD$MUFG$MDT
$5.1B
179 positions
#7Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$APP$ASML$MU
$172M
76 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$SLV$APP$MDT$AMGN$NKE
$477M
70 positions
#9Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$SLV$AAAU$NKE
$314M
98 positions
#10DV EQUITIES, LLC
Some overlap · 5 shared positions
$SHEL$MUFG$ASML$SNY$SMFG
$558M
756 positions
#11Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$SLV$AAAU$LMT$AMGN
$143M
104 positions
#12Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$SLV$ASML$UTHR$TTE$AMGN
$701M
261 positions
#13Walser Wealth Management Company, A Ltd Liability CoActive
Some overlap · 4 shared positions
$SLV$FCX$AAAU$MU
$223M
187 positions
#14PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$APP$FCX$BHP$LMT$AMGN
$3.0B
77 positions
#15SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APP$ASML$MU$FCX$CSX
$229M
137 positions
#16Allied Investment Advisors, LLCActive
Some overlap · 4 shared positions
$SHEL$TTE$MDT$LMT
$697M
100 positions
#17Parrish Capital LLCPassive
Some overlap · 3 shared positions
$TTE$SHEL$GILD
$112M
86 positions
#18O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$GILD$LMT
$124M
55 positions
#19Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$SHEL$ASML$FCX$LMT$SNY
$258M
67 positions
#20CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 3 shared positions
$APP$SLV$LMT
$64M
241 positions
#21EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$SHEL$TTE$MDT$SNY
$5.1B
71 positions
#22IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$APP$SHEL$MU$AMGN
$1.1B
203 positions
#23Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$GILD$MFG$MUFG$SHEL
$241M
77 positions
#24COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$AAAU$AMGN$MDT
$351M
137 positions
#25DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$TTE$SHEL$MDT$LMT
$240M
84 positions

Compare AUGUSTINE ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View AUGUSTINE ASSET’s holdings

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.