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Hedge Funds Similar to ASAHI LIFE ASSET , LTD.

13F Portfolio OverlapQ2 2026ASAHI LIFE ASSET , LTD. portfolio →
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Most similar hedge funds by 13F overlap

ASAHI LIFE ASSET MANAGEMENT CO., LTD. is an institutional investor managing $177M across 158 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 ASAHI LIFE ASSET , LTD. are Yoffe Investment, Gen-Wealth Partners, WAYCROSS PARTNERS, with shared positions in $AXP, $TRV, $MCD, $BA, $AMGN, $HON. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Notable overlap · 8 shared positions
$AXP$TRV$MCD$BA$AMGN$HON
$87M
113 positions
#2Gen-Wealth Partners IncPassive
Notable overlap · 8 shared positions
$AXP$AMGN$SHW$MCD$TRV$BA
$360M
722 positions
#3WAYCROSS PARTNERS, LLCActive
Some overlap · 7 shared positions
$SHW$MCD$BA$HON$HONA$AXP
$1.2B
72 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$AXP$MCD$HON$HONA$KLAC
$292M
99 positions
#5Midwest Financial Partners Investments, Inc.Active
Some overlap · 6 shared positions
$AMGN$AXP$BA$HON$HONA$MMM
$260M
80 positions
#6Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$AMGN$TRV$AXP$MCD$CRM
$298M
199 positions
#7Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$AMGN$SHW$HON$HONA$CRM
$882M
151 positions
#8Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$AMGN$TRV$AXP$SHW$MCD
$324M
237 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$SHW$AXP$MMM
$306M
59 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$MCD$SHW$HON$HONA
$108M
52 positions
#11Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$MCD$AXP$AMGN$HON$HONA
$227M
73 positions
#12Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 7 shared positions
$BA$AXP$TRV$MCD$CRM$HON
$631M
25 positions
#13INDEPENDENT INVESTORS INCSmart money
Some overlap · 5 shared positions
$AMGN$BA$HON$MCD$AXP
$524M
73 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$AMGN$SHW$BA$CRM
$121M
100 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$TRV$MCD$AXP
$504M
136 positions
#16Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$TRV$MMM$KLAC
$1.1B
204 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$HON$HONA$AXP
$360M
73 positions
#18Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$AMGN$TRV$MCD$MMM
$96M
50 positions
#19JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$AMGN$MCD$AXP$HON$HONA
$1.2B
132 positions
#20Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$BA$CRM
$233M
81 positions
#21Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$MCD$BA$AMGN
$142M
106 positions
#22HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AMGN$MCD$HON$HONA
$363M
92 positions
#23Keystone Financial Group, Inc.Active
Some overlap · 5 shared positions
$AMGN$TRV$MMM$HON$HONA
$188M
117 positions
#24Talbot Financial, LLCActive
Some overlap · 5 shared positions
$AMGN$TRV$HON$HONA$CRM
$1.4B
67 positions
#25Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$AXP$HON$HONA
$221M
92 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.