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Hedge Funds Similar to AMERICAN ASSETS

13F Portfolio OverlapQ1 2026AMERICAN ASSETS portfolio →
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Most similar hedge funds by 13F overlap

AMERICAN ASSETS INC is an institutional investor managing $298M across 30 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 AMERICAN ASSETS are American Assets Investment ,, Teewinot Advisers, L.L.C., Veridan Wealth, with shared positions in $WFC, $AAT, $BAC, $COF, $TD, $TFC. The full ranking of 25 similar funds is below.

#1American Assets Investment Management, LLCActive
Notable overlap · 6 shared positions
$WFC$AAT$BAC$COF$TD$TFC
$1.5B
146 positions
#2Teewinot Capital Advisers, L.L.C.
Notable overlap · 3 shared positions
$WFC$BAC$COF
$1.3B
33 positions
#3Veridan Wealth LLC
Some overlap · 3 shared positions
$WFC$SPG$KKR
$270M
80 positions
#4Prana Capital Management, LP
Some overlap · 5 shared positions
$WFC$BAC$COF$SPG$TFC
$3.3B
131 positions
#5SALZHAUER MICHAELActive
Some overlap · 4 shared positions
$WFC$BAC$COF$TFC
$212M
75 positions
#6PIER 88 INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$WFC$BAC$KKR
$402M
112 positions
#7NEW ENGLAND ASSET MANAGEMENT INC
Some overlap · 3 shared positions
$WFC$BAC$KKR
$786M
99 positions
#8Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WFC$BAC$COF$WY
$588M
337 positions
#9Tweedy, Browne Co LLCActive
Some overlap · 3 shared positions
$WFC$BAC$TFC
$1.3B
93 positions
#10S-Bank Fund Management LtdPassive
Some overlap · 3 shared positions
$WFC$BAC$COF
$671M
178 positions
#11Regal Partners Ltd
Some overlap · 3 shared positions
$WFC$BAC$TFC
$1.8B
106 positions
#12Unison Asset Management LLCActive
Some overlap · 4 shared positions
$WFC$BAC$SPOT$KKR
$219M
32 positions
#13AEGON USA Investment Management, LLCSmart money
Some overlap · 3 shared positions
$WFC$BAC$KKR
$128M
41 positions
#14CONTINENTAL ADVISORS LLC
Some overlap · 3 shared positions
$WFC$COF$TFC
$196M
50 positions
#15PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$WFC$BAC$COF
$30.8B
158 positions
#16SOUND SHORE MANAGEMENT INC /CT/Passive
Some overlap · 3 shared positions
$WFC$BAC$REGN
$3.0B
40 positions
#17HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$WFC$BAC$COF
$544M
97 positions
#18BSN Capital Partners LtdActive
Some overlap · 4 shared positions
$WFC$BAC$BSX$ISRG
$2.1B
24 positions
#19Griffith & Werner, Inc.Active
Some overlap · 3 shared positions
$WFC$BAC$TFC
$202M
72 positions
#20Hosking Partners LLPActive
Some overlap · 3 shared positions
$BAC$WFC$COF
$2.8B
99 positions
#21Phraction Management LLCActive
Some overlap · 3 shared positions
$WFC$BAC$BSX
$483M
65 positions
#22GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$WFC$BAC$OLED
$887M
228 positions
#23SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$WFC$COF$REGN
$2.2B
170 positions
#24Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$WFC$BAC$REGN
$387M
75 positions
#25SSI INVESTMENT MANAGEMENT LLC
Some overlap · 3 shared positions
$WFC$BAC$KKR
$1.4B
240 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.