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Hedge Funds Similar to American Assets Investment

13F Portfolio OverlapQ2 2026American Assets Investment portfolio →
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Most similar hedge funds by 13F overlap

American Assets Investment Management, LLC is an institutional investor managing $1.7B across 146 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 American Assets Investment are DMKC Advisory Services, Carlson, Eldred Rock Partners, with shared positions in $WFC, $SHEL, $C, $USB, $STT, $TFC. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$WFC$SHEL$C$USB$STT
$530M
92 positions
#2Carlson Capital, L.P.Passive
Notable overlap · 4 shared positions
$WFC$TFC$PSX$COF
$494M
74 positions
#3Eldred Rock Partners, LLCActive
Notable overlap · 5 shared positions
$SHEL$WFC$PSX$COF$NVS
$465M
29 positions
#4Consilium Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$WFC$SNDK$C$PNC
$337M
101 positions
#5AMERICAN ASSETS INCActive
Notable overlap · 5 shared positions
$WFC$AAT$COF$TD$TFC
$332M
12 positions
#6Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$WFC$TFC$WDC$NVS
$601M
103 positions
#7Williamson Legacy Group, LLCPassive
Notable overlap · 5 shared positions
$SNDK$WDC$C$TD$BNY
$201M
75 positions
#8Genus Capital Management Inc.Passive
Some overlap · 7 shared positions
$RY$TD$WDC$C$BMO$BNY
$1.0B
204 positions
#9TI-TRUST, INCPassive
Some overlap · 5 shared positions
$SNDK$WDC$RY$TD$BMO
$186M
132 positions
#10CONTINENTAL ADVISORS LLCActive
Some overlap · 5 shared positions
$WFC$C$TFC$COF$SHEL
$237M
50 positions
#11NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$WFC$SHEL$USB$PNC
$863M
131 positions
#12HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$WFC$SHEL$C$TFC$USB$STT
$34.3B
462 positions
#13Tweedy, Browne Co LLCActive
Some overlap · 6 shared positions
$WFC$TFC$BNY$NVS$USB$PNC
$1.3B
91 positions
#14Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$WFC$SHEL$USB$STT
$797M
110 positions
#15EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$WFC$SHEL$TFC$USB$PNC
$5.2B
76 positions
#16Rempart Asset Management Inc.Active
Some overlap · 4 shared positions
$WFC$RY$BMO$TD
$488M
36 positions
#175T Wealth, LLCActive
Some overlap · 3 shared positions
$WFC$PSX$C
$269M
134 positions
#18Hiddenite Capital Partners LPActive
Some overlap · 3 shared positions
$SHEL$SNDK$WDC
$1.2B
38 positions
#19SALZHAUER MICHAELSmart money
Some overlap · 5 shared positions
$WFC$C$COF$TFC$PNC
$292M
89 positions
#20UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$SNDK$WDC$RGTI
$1.5B
39 positions
#21St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 4 shared positions
$WDC$WFC$C$MS
$188M
30 positions
#22Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$WDC$SNDK$TD$USB$TFC
$501M
106 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$C$TFC$PSX$USB
$606M
79 positions
#24BANK OF NOVA SCOTIAPassive
Some overlap · 6 shared positions
$WDC$RY$TD$BMO$SNDK$C
$66.2B
1,098 positions
#25LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 6 shared positions
$RY$C$TD$TFC$BMO$STT
$6.8B
112 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.