What hedge funds are most similar to Advanced Asset Management Advisors Inc?

The funds with the most similar 13F portfolios to Advanced Asset Management Advisors Inc are OLD REPUBLIC INTERNATIONAL, SPRING, Walsky Investment, based on overlapping conviction holdings in the latest SEC filings.

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 Advanced Asset Advisors

13F Portfolio OverlapQ2 2026Advanced Asset Advisors portfolio →

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Most similar hedge funds by 13F overlap

Advanced Asset Management Advisors Inc is an institutional investor managing $380M across 85 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Advanced Asset Advisors are OLD REPUBLIC INTERNATIONAL, SPRING, Walsky Investment, with shared positions in $EMR, $TXN, $QCOM, $GWW, $PEP, $AEP. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 10 shared positions

$EMR $TXN $QCOM $GWW $PEP $AEP

$2.7B

54 positions

#2SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$GWW $QCOM $KR $PEP

$205M

55 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $UNP $AMGN $EMR $PEP $QCOM

$108M

52 positions

#4Welch Group, LLCPassive

Notable overlap · 7 shared positions

$QCOM $TXN $EMR $PEP $AEP $SO

$2.9B

326 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$QCOM $EMR $AMGN $PEP $SO $DUK

$201M

57 positions

#6WestEnd Advisors, LLCActive

Notable overlap · 6 shared positions

$TXN $QCOM $TMUS $PEP $UPS $AMGN

$4.5B

408 positions

#7MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$QCOM $TXN $AMGN $PEP $AEP

$1.2B

106 positions

#8Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Smart money

Notable overlap · 3 shared positions

$FCX $EMR $UPS

$297M

10 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$T $UNP $TXN $PEP $SO $DUK

$233M

122 positions

#10EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TXN $T $UNP $AMGN $PEP $SO

$1.3B

58 positions

#11PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$GWW $EMR $PEP $SO $CINF

$209M

54 positions

#12Kensington Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$TXN $QCOM $AMGN $UNP $PEP

$230M

85 positions

#13Mendel Capital Management LLCActive

Notable overlap · 5 shared positions

$GWW $KR $AMGN $QCOM $UNP

$222M

99 positions

#14VAN STRUM & TOWNE INC.Passive

Notable overlap · 5 shared positions

$EMR $AMGN $QCOM $TXN $PEP

$367M

111 positions

#15Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$TXN $AMGN $UNP $PEP $PEG

$272M

72 positions

#16GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$QCOM $GWW $AMGN $EMR $UPS $SO

$906M

153 positions

#17Palouse Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$QCOM $TXN $T $UPS

$160M

124 positions

#18ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$EMR $UNP $TXN $KR $SO $DUK

$665M

122 positions

#19Outlook Capital Management, LLCActive

Notable overlap · 4 shared positions

$FCX $TXN $EMR $AEP

$310M

42 positions

#20Fruth Investment ManagementPassive

Notable overlap · 5 shared positions

$GWW $EMR $UNP $PEP $TXN

$421M

225 positions

#21Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$EMR $T $PEP $UNP $AEP $DUK

$1.3B

54 positions

#22Tamar Securities, LLCActive

Notable overlap · 4 shared positions

$FCX $QCOM $AMGN $TXN

$1.1B

98 positions

#23Guinness Asset Management LTDActive

Notable overlap · 3 shared positions

$EMR $TXN $PEP

$5.9B

141 positions

#24Financial Sense Advisors, Inc.Passive

Notable overlap · 3 shared positions

$FCX $QCOM $AMGN

$508M

137 positions

#25TICINO WEALTHPassive

Notable overlap · 5 shared positions

$TXN $TMUS $AMGN $QCOM $UPS

$317M

135 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.