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Hedge Funds Similar to AA Financial Advisors

13F Portfolio OverlapQ3 2026AA Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

AA Financial Advisors, LLC is an institutional investor managing $840M across 251 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 AA Financial Advisors are American National Bank of Texas, Noble Wealth Partners, Wealth Nebraska, with shared positions in $DOV, $GLDM, $PM, $MCD, $CSX, $KLAC. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Notable overlap · 4 shared positions
$DOV$GLDM$PM$MCD
$109M
52 positions
#2Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$GLDM$PM
$115M
76 positions
#3Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$DOV$GLDM$PM$CSX
$1.1B
109 positions
#4NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$GLDM$MCD
$283M
75 positions
#5Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$KLAC$GLDM
$3.4B
392 positions
#6Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$CSX$CB$MCD
$580M
134 positions
#7Financial Symmetry IncSmart money
Notable overlap · 4 shared positions
$DOV$CSX$DUK$MCD
$313M
66 positions
#8Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$DOV$ASML$LOW$CRM
$336M
121 positions
#9Copia Wealth ManagementPassive
Notable overlap · 4 shared positions
$DOV$GLDM$PM$DUK
$166M
570 positions
#10Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$PM$MCD
$392M
150 positions
#11FSM Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$KLAC$ASML
$972M
347 positions
#12Highland Investment Advisors LLCActive
Notable overlap · 3 shared positions
$DOV$PM$MCD
$229M
734 positions
#13Vantage Point Financial LLCActive
Notable overlap · 3 shared positions
$DOV$CB$MCD
$328M
188 positions
#14PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$DOV$PSX$CRM
$2.8B
186 positions
#15PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$LOW$MCD
$216M
110 positions
#16Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$PM$MCD
$1.2B
144 positions
#17Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$PSX$CB
$524M
102 positions
#18Sollinda Capital Management LLCActive
Notable overlap · 4 shared positions
$DOV$DUK$LOW$CSX
$468M
80 positions
#19TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$MCD$PM
$667M
135 positions
#20Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$KLAC$PM
$34.6B
467 positions
#21Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$ASML$SPCX
$2.5B
127 positions
#22Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$SPCX
$89M
418 positions
#23THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$DOV$PSX$COP
$243M
36 positions
#24Evelyn Partners Asset Management Ltd
Notable overlap · 4 shared positions
$DOV$ASML$CB$MCD
$406M
308 positions
#25Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$MCD$PM
$206M
77 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.