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Hedge Funds Similar to American Institute for Advanced Investment , LLP

13F Portfolio OverlapQ2 2026American Institute for Advanced Investment , LLP portfolio →
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Most similar hedge funds by 13F overlap

American Institute for Advanced Investment Management, LLP is an institutional investor managing $173M across 159 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 Institute for Advanced Investment , LLP are LYNX GROUP LTD, PEDDOCK ADVISORS, Atlantic Edge Private Wealth, with shared positions in $MDY, $CEG, $FCX, $MCK, $KLAC, $ITW. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$CEG$FCX
$248M
91 positions
#2PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$MCK$KLAC
$501M
165 positions
#3Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$MCK$KLAC
$489M
619 positions
#4Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$ITW$KLAC
$1.0B
200 positions
#5SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$SLV$ITW
$1.5B
586 positions
#6Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$KLAC$ITW
$2.3B
383 positions
#7CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$CEG$MCK$FCX
$78M
44 positions
#8VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDY$MCK$CEG
$142M
108 positions
#9Providence First Trust CoPassive
Some overlap · 3 shared positions
$MDY$SLV$KLAC
$358M
196 positions
#10Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$MDY$ITW$KLAC$EPD
$398M
113 positions
#11Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ITW$CEG$SLV
$145M
99 positions
#12Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$CEG$MCK$KLAC
$8.0B
102 positions
#13FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$MDY$NOTV$SLV
$1.8B
360 positions
#14M. Kraus & CoPassive
Some overlap · 3 shared positions
$ITW$MCHP$MDY
$377M
86 positions
#15TopTier Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$SLV$EPD$KLAC
$166M
133 positions
#16FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$ITW$MDY$EPD
$698M
153 positions
#17Costello Asset Management, INCPassive
Some overlap · 3 shared positions
$CEG$MCK$KLAC
$333M
710 positions
#18KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$ITW$KLAC$MCK
$165M
96 positions
#19MUHLENKAMP & CO INC
Some overlap · 3 shared positions
$MCK$MCHP$EPD
$345M
28 positions
#20STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$ITW$KLAC$RIO
$146.1B
107 positions
#21Cornerstone National Bank & Trust CoActive
Some overlap · 3 shared positions
$MCHP$CEG$ITW
$296M
216 positions
#22BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$MDY$CEG$FCX
$740M
203 positions
#23Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$ITW$KLAC$EPD
$410M
118 positions
#24Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$SLV$KLAC$CEG$FCX
$1.0B
273 positions
#251015 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ITW$MCHP$KLAC
$119M
609 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.