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Hedge Funds Similar to Aaron Wealth Advisors

13F Portfolio OverlapQ3 2026Aaron Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aaron Wealth Advisors LLC is an institutional investor managing $2.0B across 687 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 Aaron Wealth Advisors are Arlington Financial Advisors, Wealth Planning, Tamar Securities, with shared positions in $AMGN, $ASML, $GLW, $FCX, $KLAC, $BMY. The full ranking of 25 similar funds is below.

#1Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$ASML$GLW
$796M
112 positions
#2Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AMGN$FCX$ASML
$20.0B
154 positions
#3Tamar Securities, LLCActive
Some overlap · 3 shared positions
$AMGN$FCX$ASML
$1.1B
98 positions
#4BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$ASML$KLAC
$247M
74 positions
#5Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$FCX$BMY
$116M
172 positions
#6Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMGN$BMY$FCX
$145M
45 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$KLAC$MS
$292M
99 positions
#8FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 3 shared positions
$AMGN$FCX$MS
$116M
94 positions
#9WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$AMGN$KLAC$MS$GLW
$218M
1,038 positions
#10OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$AMGN$ASML$KLAC
$1.8B
139 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$AMGN$FCX$ASML
$311M
183 positions
#12GRIMES & Co WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMGN$ASML$BMY$KLAC
$4.6B
449 positions
#13Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$ASML$GLW
$399M
113 positions
#14WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$AMGN$FCX$MS
$694M
172 positions
#15ST GERMAIN D J CO INCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$GLW
$2.8B
914 positions
#16Jones Kertz & Associates, Inc.Active
Slight overlap · 3 shared positions
$AMGN$KLAC$GLW
$217M
66 positions
#17Aegis Wealth Management LLCPassive
Slight overlap · 3 shared positions
$AMGN$FCX$ASML
$213M
160 positions
#18SeaBridge Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$AMGN$ASML$MS
$692M
188 positions
#19NatWest Group plcActive
Slight overlap · 3 shared positions
$AMGN$KLAC$MS
$560M
48 positions
#20Granite Group Advisors, LLCActive
Slight overlap · 3 shared positions
$AMGN$ASML$MS
$158M
78 positions
#21P.A.W. CAPITAL CORPPassive
Slight overlap · 3 shared positions
$AMGN$BMY$MS
$133M
66 positions
#22New England Research & Management, Inc.Passive
Slight overlap · 3 shared positions
$AMGN$FCX$MS
$259M
131 positions
#23Directional Asset ManagementPassive
Slight overlap · 3 shared positions
$AMGN$MS$GLW
$124M
90 positions
#24Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$AMGN$FCX$GLW
$508M
137 positions
#25PRIMECAP MANAGEMENT CO/CA/Active
Slight overlap · 4 shared positions
$AMGN$BMY$KLAC$GLW
$169.1B
324 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.