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Hedge Funds Similar to AMG Asset Group

13F Portfolio OverlapQ2 2026AMG Asset Group portfolio →
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Most similar hedge funds by 13F overlap

AMG Asset Management Group, Inc. is an institutional investor managing $160M across 92 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 AMG Asset Group are KIRTLAND HILLS, Cunning Partners, JENNISON ASSOCIATES, with shared positions in $CRWD, $SHW, $PLTR, $TXN, $APP, $AXP. The full ranking of 25 similar funds is below.

#1KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$SHW$PLTR$TXN
$351M
166 positions
#2Cunning Capital Partners, LPActive
Slight overlap · 4 shared positions
$CRWD$APP$PLTR$AXP
$248M
55 positions
#3JENNISON ASSOCIATES LLCActive
Slight overlap · 4 shared positions
$CRWD$PLTR$APP$TXN
$166.7B
567 positions
#4INVESTMENT HOUSE LLCPassive
Slight overlap · 4 shared positions
$CRWD$APP$TXN$AXP
$2.2B
220 positions
#5Legacy Financial Strategies, LLCActive
Slight overlap · 3 shared positions
$CRWD$SHW$PLTR
$646M
152 positions
#6GLYNN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$363M
43 positions
#7Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$120M
92 positions
#8Meadowbrook Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$93M
81 positions
#9Volterra Technologies LPPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$694M
303 positions
#10WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$160M
165 positions
#11Benchmark Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$228M
70 positions
#12PRAKASH INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$174M
92 positions
#13Kultura Capital Management LPActive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$553M
66 positions
#14AXS Investments LLCSmart money
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$353M
193 positions
#15CFM WEALTH PARTNERS LLCActive
Slight overlap · 3 shared positions
$CRWD$SHW$RY
$783M
149 positions
#16ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 3 shared positions
$CRWD$SHW$TXN
$409M
182 positions
#17OSSIAMPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$TXN$APP
$7.5B
680 positions
#18Paragon Advisors, LLCActive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$476M
77 positions
#19Mason & Associates IncActive
Slight overlap · 3 shared positions
$CRWD$PLTR$SHW
$619M
161 positions
#20WCG Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$4.2B
555 positions
#21Ducere Wealth Management LLCPassive
Slight overlap · 3 shared positions
$CRWD$APP$PLTR
$333M
135 positions
#22Balboa Wealth PartnersPassive
Slight overlap · 4 shared positions
$APP$PLTR$AXP$CRWD
$734M
476 positions
#23Disciplined Equity Management, Inc.Smart money
Slight overlap · 3 shared positions
$CRWD$PLTR$TXN
$226M
45 positions
#24Aventura Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$TXN
$326M
986 positions
#25Oribel Capital Management, LPPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$TXN
$3.3B
143 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.