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Hedge Funds Similar to AG Asset Advisory

13F Portfolio OverlapQ2 2026AG Asset Advisory portfolio →
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Most similar hedge funds by 13F overlap

AG Asset Advisory, LLC is an institutional investor managing $124M across 28 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 AG Asset Advisory are GHE, Gleason Group, CENTRAL BANK, with shared positions in $PCN, $SPGI, $PTY, $DE, $BLK, $ATO. The full ranking of 8 similar funds is below.

#1GHE, LLCSmart money
Some overlap · 3 shared positions
$PCN$SPGI$PTY
$265M
57 positions
#2Gleason Group, Inc.Active
Slight overlap · 4 shared positions
$DE$BLK$ATO$EMBJ
$1.1B
449 positions
#3CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$NTAP$DE$SPGI
$705M
185 positions
#4Asset Advisors Investment Management, LLCActive
Slight overlap · 3 shared positions
$DE$BLK$ATO
$1.1B
102 positions
#5Papamarkou Wellner Asset Management inc.Passive
Slight overlap · 3 shared positions
$DE$BLK$SPGI
$159M
75 positions
#6CapitalatWork S.A.Active
Slight overlap · 3 shared positions
$DE$BLK$SPGI
$4.0B
93 positions
#7FAYEZ SAROFIM & COActive
Slight overlap · 3 shared positions
$DE$BLK$SPGI
$42.5B
300 positions
#8Sarasin & Partners LLPActive
Slight overlap · 3 shared positions
$DE$BLK$NTAP
$8.5B
94 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.