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Hedge Funds Similar to AMERICAN ASSETS

13F Portfolio OverlapQ2 2026AMERICAN ASSETS portfolio →
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Most similar hedge funds by 13F overlap

AMERICAN ASSETS INC is an institutional investor managing $332M across 12 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 AMERICAN ASSETS are American Assets Investment, Carlson, CONTINENTAL ADVISORS, with shared positions in $WFC, $AAT, $COF, $TD, $TFC, $SPG. The full ranking of 12 similar funds is below.

#1American Assets Investment Management, LLCActive
Notable overlap · 5 shared positions
$WFC$AAT$COF$TD$TFC
$1.7B
146 positions
#2Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$WFC$COF$TFC
$494M
74 positions
#3CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$WFC$COF$TFC
$233M
52 positions
#4SALZHAUER MICHAELSmart money
Some overlap · 3 shared positions
$WFC$COF$TFC
$292M
89 positions
#5Black Maple Capital Management LPActive
Slight overlap · 3 shared positions
$WFC$COF$TFC
$176M
94 positions
#6Oliver Luxxe Assets LLCPassive
Slight overlap · 3 shared positions
$WFC$COF$SPG
$638M
194 positions
#7Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$WFC$SPG$TFC
$334M
127 positions
#8tru Independence LLCActive
Slight overlap · 3 shared positions
$WFC$COF$TFC
$234M
109 positions
#9Entropy Technologies, LPPassive
Slight overlap · 3 shared positions
$WFC$COF$TFC
$2.5B
929 positions
#10William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$WFC$COF$TFC
$208M
258 positions
#11First Financial Group CorpActive
Slight overlap · 3 shared positions
$WFC$COF$TFC
$131M
86 positions
#12Alpha Omega Wealth Management LLCPassive
Slight overlap · 3 shared positions
$COF$SPG$TFC
$665M
207 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.