What hedge funds are most similar to Allied Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Allied Investment Advisors, LLC are DMKC Advisory Services, EQUITY INVESTMENT, Tarbox Group, based on overlapping conviction holdings in the latest SEC filings.

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 Allied Investment Advisors

13F Portfolio OverlapQ2 2026Allied Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Allied Investment Advisors, LLC is an institutional investor managing $797M across 110 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 Allied Investment Advisors are DMKC Advisory Services, EQUITY INVESTMENT, Tarbox Group, with shared positions in $DE, $WFC, $USB, $STT, $MMM, $SYY. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Highly similar · 24 shared positions

$DE $WFC $USB $STT $MMM $SYY

$530M

92 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 8 shared positions

$USB $TTE $WFC $TGT $GPC $MDT

$5.2B

76 positions

#3Tarbox Group, Inc.Smart money

Notable overlap · 11 shared positions

$DE $USB $ABT $BA $WFC $PFE

$698M

96 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$USB $FDX $TGT $PFE $WFC $LMT

$1.3B

58 positions

#5Shelter Mutual Insurance CoActive

Notable overlap · 7 shared positions

$DE $SHEL $LOW $TGT $PEP $PFE

$473M

58 positions

#6Kagan Cocozza Asset ManagementActive

Notable overlap · 6 shared positions

$STT $WFC $SYY $TGT $KMB $PFE

$160M

67 positions

#7InvesTrustPassive

Notable overlap · 9 shared positions

$WFC $USB $MMM $TGT $PEP $SHEL

$260M

95 positions

#8CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$WFC $USB $KMB $GPC $TGT $MDT

$1.5B

184 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 8 shared positions

$USB $PEP $MDT $WFC $LOW $LMT

$1.2B

106 positions

#10Clark & Stuart, IncPassive

Notable overlap · 8 shared positions

$MMM $SYY $KMB $PEP $ABT $GPC

$159M

57 positions

#11Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$SYY $DE $TGT $LMT $PEP $WFC

$181M

81 positions

#12CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$AMRZ $SYY $PEP $MDT $USB $DEO

$2.3B

150 positions

#13Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$TGT $O $KMB $SYY $PEP $GPC

$274M

79 positions

#14Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$USB $LMT $SYY $PEP $MDT $PFE

$968M

178 positions

#15CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$DE $USB $PEP $PFE $MDT $DEO

$1.6B

85 positions

#16NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$WFC $SYY $USB $ABT $LMT $SHEL

$863M

131 positions

#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 8 shared positions

$DE $LMT $MMM $FDX $BA $PFE

$263M

90 positions

#18Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$DE $USB $LMT $BA $PFE

$1.1B

34 positions

#19SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MMM $MDT $WFC $PFE $DEO $USB

$606M

79 positions

#20Signature Wealth Management Group

Notable overlap · 6 shared positions

$O $TGT $KMB $PEP $PFE $BA

$263M

128 positions

#21BCR Wealth Strategies, LLCSmart money

Notable overlap · 5 shared positions

$DE $WFC $LOW $PEP $EMR

$356M

32 positions

#22Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$DE $SHEL $WFC $PEP $EMR

$465M

29 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$DE $WFC $SYY $PFE $OTIS $BA

$1.0B

765 positions

#24Palisade Asset Management, LLCPassive

Notable overlap · 6 shared positions

$DE $TGT $ABT $PEP $USB $MMM

$1.1B

204 positions

#25Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$USB $LMT $PEP $MDT $ABT

$159M

62 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.