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Hedge Funds Similar to Advisory Solutions Group

13F Portfolio OverlapQ2 2026Advisory Solutions Group portfolio →
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Most similar hedge funds by 13F overlap

Advisory Solutions Group, LLC is an institutional investor managing $295M across 206 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 Advisory Solutions Group are PMG Family Office, Mallini Complete Financial Planning, Thomas J. Herzfeld Advisors, with shared positions in $STK, $ETV, $GOF, $CHI, $CCD, $CGO. The full ranking of 10 similar funds is below.

#1PMG Family Office LLCPassive
Notable overlap · 6 shared positions
$STK$ETV$GOF$CHI$CCD$CGO
$109M
114 positions
#2Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$GOF$CRF$PDI$PFN
$140M
70 positions
#3Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 4 shared positions
$GOF$STK$EIC$PDI
$326M
129 positions
#4Smith Asset Management Co., LLCActive
Slight overlap · 3 shared positions
$GOF$STK$PDI
$127M
70 positions
#5Shaker Financial Services, LLCPassive
Slight overlap · 4 shared positions
$ETO$HGLB$CGO$PFN
$319M
148 positions
#6Yakira Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$CRF$RIV$CLM
$351M
202 positions
#7Capital CS Group, LLCActive
Slight overlap · 4 shared positions
$GOF$CCD$PDI$CLM
$127M
72 positions
#8Boreal Capital Management LLCPassive
Slight overlap · 3 shared positions
$CHI$CCD$SPGI
$134M
507 positions
#9Tennessee Valley Asset Management PartnersActive
Slight overlap · 3 shared positions
$GOF$RIV$PDI
$907M
207 positions
#10Everstar Asset Management, LLCPassive
Slight overlap · 3 shared positions
$CHI$RIV$SRV
$207M
202 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.