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Hedge Funds Similar to Aegis Wealth

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

Aegis Wealth Management, Inc. is an institutional investor managing $170M across 131 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 Aegis Wealth are Horrell, Pinnacle Family Advisors, BCO Wealth, with shared positions in $ORLY, $LOW, $UPS, $PLTR, $STAG, $EXR. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Notable overlap · 3 shared positions
$ORLY$LOW$UPS
$189M
197 positions
#2Pinnacle Family Advisors, LLCActive
Notable overlap · 3 shared positions
$ORLY$PLTR$LOW
$238M
155 positions
#3BCO Wealth Management LLCSmart money
Some overlap · 3 shared positions
$STAG$EXR$AGNC
$185M
42 positions
#4Carolina Wealth Management IncActive
Some overlap · 5 shared positions
$MDY$CLX$PLTR$UPS$LOW
$217M
114 positions
#5Bank of New HampshirePassive
Some overlap · 5 shared positions
$MDY$ORLY$UPS$LOW$PLTR
$463M
527 positions
#6Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$PSA$EXR
$153M
127 positions
#7HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 3 shared positions
$EXR$STAG$PSA
$1.6B
57 positions
#8Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$LOW
$294M
135 positions
#9Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$PLTR$LOW
$183M
63 positions
#10Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$CLX$UPS$MDY
$94M
64 positions
#11Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$SJM$UPS$PLTR
$498M
145 positions
#12Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$LOW$PLTR
$566M
96 positions
#13Cambridge Advisors Inc.Active
Some overlap · 3 shared positions
$MDY$LOW$ORLY
$581M
182 positions
#14Berkeley, IncPassive
Some overlap · 3 shared positions
$LOW$MDY$PLTR
$324M
84 positions
#15EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$CLX$UPS$AGNC
$5.2B
76 positions
#16Pensionfund PDNActive
Some overlap · 3 shared positions
$EXR$PSA$STAG
$170M
72 positions
#17ISTHMUS PARTNERS, LLCPassive
Some overlap · 3 shared positions
$UPS$PSA$LOW
$1.0B
228 positions
#18Pensionfund SabicActive
Some overlap · 3 shared positions
$EXR$PSA$STAG
$83M
73 positions
#19Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$UPS$CLX$STAG
$214M
33 positions
#20Legacy Financial Strategies, LLCActive
Some overlap · 3 shared positions
$LOW$JKHY$PLTR
$615M
145 positions
#21Gillson Capital LPActive
Some overlap · 3 shared positions
$EXR$PSA$JKHY
$1.7B
80 positions
#22Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ORLY$JKHY$LOW
$6.1B
427 positions
#23Taylor Financial Group, Inc.Active
Some overlap · 3 shared positions
$LOW$MDY$PLTR
$182M
103 positions
#24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$MDY$UPS$PLTR
$142M
408 positions
#25Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$UPS$LOW$PSA
$185M
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.