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Hedge Funds Similar to AMERICAN FINANCIAL & TAX STRATEGIES

13F Portfolio OverlapQ2 2026AMERICAN FINANCIAL & TAX STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

AMERICAN FINANCIAL & TAX STRATEGIES INC is an institutional investor managing $221M across 102 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 FINANCIAL & TAX STRATEGIES are Trust Co, Betterment, Keudell/Morrison Wealth, with shared positions in $SNPS, $STT, $MUFG, $PM, $MO, $MDLZ. The full ranking of 25 similar funds is below.

#1Trust CoActive
Notable overlap · 3 shared positions
$SNPS$STT$MUFG
$1.1B
908 positions
#2Betterment LLCActive
Notable overlap · 3 shared positions
$SNPS$MUFG$STT
$59.1B
675 positions
#3Keudell/Morrison Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$PM$MO
$529M
260 positions
#4LFA - Lugano Financial Advisors SAActive
Notable overlap · 4 shared positions
$SNPS$STT$MUFG$MO
$166M
274 positions
#5Advisory Alpha, LLCActive
Notable overlap · 3 shared positions
$STT$SNPS$PM
$4.1B
571 positions
#6Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$STT$PM$MO
$394M
99 positions
#7NorthRock Partners, LLCActive
Notable overlap · 4 shared positions
$STT$PM$MDLZ$MO
$6.9B
680 positions
#8TOEWS CORP /ADVActive
Notable overlap · 4 shared positions
$STT$PM$MO$MDLZ
$686M
151 positions
#9Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$PM$MO$MDLZ
$251M
74 positions
#10Capital Squared Financial LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$153M
87 positions
#11Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$PM$MO
$486M
249 positions
#12Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$SNPS$MO$BAR
$1.0B
207 positions
#13Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$BNY$MUFG
$56.3B
552 positions
#14ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$604M
161 positions
#15Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$PM$STT$MO
$526M
89 positions
#16Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$STT
$312M
101 positions
#17Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$389M
92 positions
#18Holland Advisory Services, Inc.Active
Some overlap · 3 shared positions
$PM$MO$MDLZ
$91M
49 positions
#19Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$227M
54 positions
#20Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$MO$MDLZ
$187M
45 positions
#21Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$MDLZ
$128M
41 positions
#22Centennial Wealth Advisory LLCPassive
Some overlap · 3 shared positions
$STT$MDLZ$MO
$463M
181 positions
#23SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PM$MO$STT
$141M
130 positions
#24Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$PM$MO
$141M
74 positions
#25Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PM$SNPS$BNY
$754M
41 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.