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 AMERICAN FINANCIAL & TAX STRATEGIES

13F Portfolio OverlapQ1 2026AMERICAN FINANCIAL & TAX STRATEGIES portfolio →

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Most similar hedge funds by 13F overlap

AMERICAN FINANCIAL & TAX STRATEGIES INC is an institutional investor managing $206M across 97 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 FINANCIAL & TAX STRATEGIES are CATHY PARETO & ASSOCIATES,, Envision Financial, Fortune Financial Group,, with shared positions in $WT, $REGN, $UNIT, $USB, $DDOG, $PM. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $REGN $UNIT $USB

$149M

96 positions

#2Envision Financial LLCActive

Substantial overlap · 4 shared positions

$WT $DDOG $UNIT $USB

$186M

46 positions

#3Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $REGN $USB

$111M

84 positions

#4Value Investment Professionals, LLCPassive

Substantial overlap · 6 shared positions

$WT $PM $SCHW $MO $REGN $MKL

$89M

81 positions

#5Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $REGN $USB

$260M

97 positions

#6MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 4 shared positions

$WT $DDOG $UNIT $MKL

$240M

234 positions

#7Avant Capital LLCPassive

Substantial overlap · 3 shared positions

$WT $NTRB $UNIT

$142M

76 positions

#8MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $SNPS $USB $MKL

$147M

52 positions

#9Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $SE $GMM $KO

$562M

1,394 positions

#10SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $GMM

$1.0B

415 positions

#11Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $SE $NOW $USB

$2.1B

372 positions

#12Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$168M

176 positions

#13Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $UNIT $NOW $SCHW

$293M

107 positions

#14BIP Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $USB $UNIT $KO $MKL $SE

$2.5B

453 positions

#15Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $USB

$219M

145 positions

#16ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $GMM $PM $KO

$235M

78 positions

#17RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $NOW

$1.3B

176 positions

#18IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $USB

$446M

95 positions

#19Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $DDOG $USB

$125M

29 positions

#20Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $PM $SCHW

$3.2B

481 positions

#21Berkeley, IncActive

Notable overlap · 4 shared positions

$WT $SE $UNIT $MKL

$298M

81 positions

#22Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $GMM $REGN

$153M

96 positions

#23REGIMEN WEALTH, LLCActive

Notable overlap · 6 shared positions

$WT $DDOG $SNPS $MDLZ $KO $REGN

$342M

70 positions

#24Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $USB $SE

$377M

140 positions

#25Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $MKL

$213M

153 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.