Hedge Funds Similar to AF Advisors

13F Portfolio OverlapQ2 2026AF Advisors portfolio →

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Most similar hedge funds by 13F overlap

AF Advisors, Inc. is an institutional investor managing $204M across 30 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 AF Advisors are EDGEWOOD, LGT PARTNERS LTD., S-Bank Fund Ltd, with shared positions in $FICO, $AXON, $MMM, $ROST, $MS, $WFC. The full ranking of 25 similar funds is below.

#1EDGEWOOD MANAGEMENT LLCActive

Some overlap · 3 shared positions

$FICO $AXON $MMM

$9.7B

90 positions

#2LGT CAPITAL PARTNERS LTD.Active

Slight overlap · 3 shared positions

$FICO $ROST $MS

$2.0B

38 positions

#3S-Bank Fund Management LtdPassive

Slight overlap · 3 shared positions

$WFC $COF $ROST

$736M

249 positions

#4AIGEN INVESTMENT MANAGEMENT, LPPassive

Slight overlap · 3 shared positions

$366M

517 positions

#5American Assets Investment Management, LLCActive

Slight overlap · 3 shared positions

$1.7B

146 positions

#6BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Slight overlap · 3 shared positions

$2.5B

111 positions

#7Hosking Partners LLPActive

Slight overlap · 3 shared positions

$3.0B

98 positions

#8Oliver Luxxe Assets LLCPassive

Slight overlap · 3 shared positions

$680M

199 positions

#9Richwood Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$142M

106 positions

#10SIGNET FINANCIAL MANAGEMENT, LLC

Slight overlap · 3 shared positions

$WFC $COF $ROST

$892M

299 positions

#11WHITE PINE CAPITAL LLCPassive

Slight overlap · 3 shared positions

$423M

240 positions

#12Lazard Freres Gestion S.A.S.Active

Slight overlap · 3 shared positions

$5.8B

115 positions

#13Kearns & Associates LLCSmart money

Slight overlap · 3 shared positions

$214M

41 positions

#14Boston PartnersPassive

Slight overlap · 3 shared positions

$112.6B

802 positions

#15Entropy Technologies, LPPassive

Slight overlap · 3 shared positions

$2.5B

929 positions

#16William B. Walkup & Associates, Inc.Passive

Slight overlap · 3 shared positions

$208M

258 positions

#17Frederick Financial Consultants, LLCActive

Slight overlap · 3 shared positions

$236M

121 positions

#18Qsemble Capital Management, LPPassive

Slight overlap · 3 shared positions

$781M

371 positions

#19THRIVENT FINANCIAL FOR LUTHERANSPassive

Slight overlap · 3 shared positions

$59.5B

2,589 positions

#20Main Street Research LLCActive

Slight overlap · 3 shared positions

$FICO $WFC $ROST

$2.1B

140 positions

#21OXFORD ASSET MANAGEMENT LLPPassive

Slight overlap · 3 shared positions

$203M

364 positions

#22Teewinot Capital Advisers, L.L.C.Active

Slight overlap · 3 shared positions

$1.4B

31 positions

#23Aspen Grove Capital, LLCPassive

Slight overlap · 3 shared positions

$694M

214 positions

#24Oak Thistle LLCPassive

Slight overlap · 3 shared positions

$1.0B

466 positions

#25SAGE RHINO CAPITAL LLCPassive

Slight overlap · 3 shared positions

$617M

385 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.