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Hedge Funds Similar to A&I FINANCIAL SERVICES

13F Portfolio OverlapQ3 2026A&I FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

A&I FINANCIAL SERVICES, LLC is an institutional investor managing $237M across 77 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to A&I FINANCIAL SERVICES are SOUND SHORE, Carson Advisory, Clark & Stuart, with shared positions in $UPS, $OMC, $GPC, $DIS, $EIX, $AES. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$UPS$OMC$GPC$DIS
$3.2B
40 positions
#2Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$EIX$AES$BAH
$218M
204 positions
#3Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$SYY$UPS$GPC
$162M
52 positions
#4BERNZOTT CAPITAL ADVISORSActive
Some overlap · 3 shared positions
$SLGN$SYY$LW
$250M
35 positions
#5SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$SYY$CDW$OMC$DIS
$335M
100 positions
#6DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$SYY$UPS$DIS
$1.2B
599 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$UPS$OMC$GLW
$214M
33 positions
#8CROBANActive
Some overlap · 3 shared positions
$THG$NXST$AFG
$227M
81 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$OMC$GPC$DIS
$183M
77 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SYY$UPS$GPC
$2.2B
70 positions
#11Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GPC$BAH$UPS
$202M
58 positions
#12Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$SYY$UPS$GLW$DIS
$762M
267 positions
#13Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$OMC$UPS$DIS
$321M
82 positions
#14CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$CDW$OMC$MUFG$DIS
$982M
142 positions
#15IAT REINSURANCE CO LTD.Active
Some overlap · 4 shared positions
$GPC$GLW$DIS$AFG
$167M
77 positions
#16Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$OMC$NXST$CDW
$605M
233 positions
#17Sicart Associates LLCActive
Some overlap · 3 shared positions
$SYY$GLW$DIS
$408M
74 positions
#18CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$UPS$GPC$GLW
$3.3B
229 positions
#19PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$BAH$UPS$NVR
$421M
67 positions
#20McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$GPC$EIX$UPS$AES
$254M
87 positions
#21CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPS$GLW$DIS$GPC
$1.9B
79 positions
#22Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$UPS$VRT$GLW
$207M
82 positions
#23MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$GLW$SOFI
$138M
62 positions
#24Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$BAH$VRT$GLW
$222M
98 positions
#25DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$UPS$VRT$GPC
$96M
76 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.