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Hedge Funds Similar to Aegis Wealth

13F Portfolio OverlapQ2 2026Aegis Wealth portfolio →
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Most similar hedge funds by 13F overlap

Aegis Wealth Management LLC is an institutional investor managing $213M across 160 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 Aegis Wealth are TWIN CITY PRIVATE WEALTH, Phraction, MORGAN DEMPSEY, with shared positions in $PM, $AMGN, $TXN, $ETR, $MDT, $BLK. The full ranking of 25 similar funds is below.

#1TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 9 shared positions
$PM$AMGN$TXN$ETR$MDT$BLK
$143M
104 positions
#2Phraction Management LLCActive
Some overlap · 6 shared positions
$ASML$HON$HONA$PM$TXN$WFC
$596M
66 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$RIO$PM$DUK$TXN$ETR$MDT
$233M
122 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$HON$HONA$AMGN$PM$TXN$BLK
$529M
75 positions
#5Old West Investment Management, LLCPassive
Some overlap · 5 shared positions
$ASML$RIO$FCX$ALB$AA
$944M
124 positions
#6Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$HON$HONA$PM$MMM$AMGN$GSK
$87M
113 positions
#7Haverford Trust CoActive
Some overlap · 7 shared positions
$HONA$HON$TXN$ASML$PM$BLK
$11.6B
424 positions
#8Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ASML$PM$AMGN$DUK$BLK
$856M
89 positions
#9CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$HON$ASML$HONA$TXN$WY$MDT
$2.3B
150 positions
#10ProVise Management Group, LLCPassive
Some overlap · 8 shared positions
$PM$MDT$BLK$ETR$DUK$GSK
$1.5B
282 positions
#11Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$RIO$PM$AMGN$DUK$TXN
$1.1B
168 positions
#12CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$MMM$HON$HONA$AMGN$FCX
$236M
232 positions
#13Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 6 shared positions
$FCX$DUK$HON$HONA$WFC$ASML
$362M
116 positions
#14Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$HON$HONA$DUK$AMGN$MDT$WFC
$739M
344 positions
#15Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$ASML$FCX$MMM
$767M
38 positions
#16Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$FCX$AMGN$MP$AA$B
$508M
137 positions
#17Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$ASML$FCX$TXN$B
$299M
69 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 6 shared positions
$ASML$MMM$TXN$RIO$AMGN$WFC
$146.1B
107 positions
#19Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$AMGN$TXN$ETR$MDT
$272M
72 positions
#20SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MMM$AMGN$TXN$WY$MDT$WFC
$606M
79 positions
#21United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$ASML$DUK$PM$AMGN$ETR
$1.4B
259 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$AMGN$PM$HON$FCX$ETR$WFC
$8.2B
442 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$HON$HONA$MDT$GSK
$968M
178 positions
#24Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ASML$AMGN$TXN$MDT$BLK
$170M
61 positions
#25Trans-Canada Capital Inc.Smart money
Some overlap · 4 shared positions
$ASML$HON$HONA$TXN
$1.8B
22 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.