How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AGH Wealth Advisors

13F Portfolio OverlapQ3 2026AGH Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

AGH Wealth Advisors, LLC is an institutional investor managing $172M across 126 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 AGH Wealth Advisors are CONNORS INVESTOR SERVICES, RoundAngle Advisors, Richard C. Young & , LTD., with shared positions in $VZ, $PLTR, $LIN, $ETN, $WMB, $SLV. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$VZ $PLTR $LIN $ETN $WMB

$1.2B

153 positions

#2RoundAngle Advisors LLC

Slight overlap · 4 shared positions

$VZ $SLV $PLTR $WMB

$134M

60 positions

#3Richard C. Young & CO., LTD.Passive

Slight overlap · 4 shared positions

$VZ $SLV $TXN $WMB

$1.4B

101 positions

#4Exeter Financial, LLCPassive

Slight overlap · 4 shared positions

$VZ $GD $TXN $LIN

$265M

100 positions

#5Willis Investment CounselActive

Slight overlap · 4 shared positions

$VZ $GD $TXN $ETN

$2.0B

128 positions

#6Autumn Glory Partners, LLCPassive

Slight overlap · 4 shared positions

$VZ $GD $TXN $WMB

$360M

191 positions

#7Estabrook Capital ManagementPassive

Slight overlap · 4 shared positions

$VZ $TXN $ETN $WMB

$739M

344 positions

#8THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive

Slight overlap · 4 shared positions

$SLV $GD $TXN $LIN

$61M

635 positions

#9AlphaStar Capital Management, LLCActive

Slight overlap · 4 shared positions

$SLV $PLTR $ETN $LIN

$1.7B

276 positions

#10Ranch Capital Advisors Inc.Passive

Slight overlap · 3 shared positions

$VZ $EVRG $GD

$316M

157 positions

#11Argentarii, LLCPassive

Slight overlap · 4 shared positions

$VZ $PLTR $ETN $WMB

$332M

213 positions

#12FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$VZ $EVRG $TXN

$202M

327 positions

#13ADVOCATE GROUP LLCPassive

Slight overlap · 3 shared positions

$VZ $EVRG $TXN

$646M

122 positions

#14ProShare Advisors LLCActive

Slight overlap · 4 shared positions

$GD $PLTR $TXN $LIN

$69.2B

1,913 positions

#15FUKOKU MUTUAL LIFE INSURANCE CoActive

Slight overlap · 4 shared positions

$VZ $TXN $WMB $ETN

$1.7B

256 positions

#16Ifrah Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$GD $TXN $LIN $ETN

$396M

205 positions

#17Aster Capital Management (DIFC) LtdPassive

Slight overlap · 4 shared positions

$PLTR $LIN $GD $WMB

$470M

808 positions

#18BAHL & GAYNOR INCActive

Slight overlap · 4 shared positions

$GD $TXN $ETN $WMB

$21.7B

341 positions

#19BOS Asset Management, LLCPassive

Slight overlap · 3 shared positions

$VZ $SLV $GD

$428M

192 positions

#20FWL INVESTMENT MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$SLV $PLTR $WMB $GD

$545M

501 positions

#21Clearbridge Investments, LLCPassive

Slight overlap · 4 shared positions

$TXN $LIN $ETN $WMB

$120.9B

699 positions

#22RAHLFS CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$VZ $SLV $TXN

$150M

89 positions

#23POWER WEALTH MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$VZ $SLV $TXN

$291M

118 positions

#24PUREfi Wealth, LLCPassive

Slight overlap · 4 shared positions

$LIN $GD $ETN $WMB

$214M

228 positions

#25Miller Financial Services LLCPassive

Slight overlap · 3 shared positions

$VZ $SLV $ETN

$132M

155 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.