Hedge Funds Similar to AMERIFLEX GROUP

13F Portfolio OverlapQ2 2026AMERIFLEX GROUP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AMERIFLEX GROUP, INC. is an institutional investor managing $245M across 1,574 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 AMERIFLEX GROUP are Navalign, Kentucky Farm Bureau Mutual Insurance, World Investors, with shared positions in $AMGN, $UNP, $DAL, $WDC, $ALB, $IDCC. The full ranking of 13 similar funds is below.

#1Navalign, LLCActive

Some overlap · 3 shared positions

$AMGN $UNP $DAL

$429M

132 positions

#2Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 3 shared positions

$UNP $AMGN $DAL

$360M

69 positions

#3Capital World InvestorsActive

Slight overlap · 3 shared positions

$AMGN $UNP $WDC

$846.4B

637 positions

#4Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$AMGN $UNP $WDC

$304M

194 positions

#5Sather Financial Group IncActive

Slight overlap · 3 shared positions

$UNP $WDC $AMGN

$1.7B

121 positions

#6Virtus Investment Advisers, LLCPassive

Slight overlap · 3 shared positions

$AMGN $WDC $DAL

$429M

463 positions

#7Evolution Advisers, Inc.Active

Slight overlap · 3 shared positions

$UNP $AMGN $DAL

$272M

943 positions

#8WESTPAC BANKING CORPPassive

Slight overlap · 3 shared positions

$WDC $AMGN $UNP

$1.6B

498 positions

#9Aequim Alternative Investments LPActive

Slight overlap · 3 shared positions

$WDC $ALB $IDCC

$6.4B

102 positions

#10Vigilare Wealth ManagementActive

Slight overlap · 3 shared positions

$FNF $AMGN $DAL

$326M

123 positions

#11Morton Brown Family Wealth, LLCActive

Slight overlap · 3 shared positions

$AMGN $IDCC $UNP

$441M

416 positions

#12RHL GROUP, LLCActive

Slight overlap · 3 shared positions

$WDC $UNP $AMGN

$120M

271 positions

#13Elequin Securities, LLCActive

Slight overlap · 3 shared positions

$WDC $IDCC $ALB

$3.4B

693 positions

Compare AMERIFLEX GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View AMERIFLEX GROUP’s holdings

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.