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Hedge Funds Similar to Asset Allocation & Company

13F Portfolio OverlapQ3 2026Asset Allocation & Company portfolio →
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Most similar hedge funds by 13F overlap

Asset Allocation & Management Company, LLC is an institutional investor managing $321M across 69 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Asset Allocation & Company are Applied Finance, Atlantic Edge Private Wealth, Axecap Investments, with shared positions in $KLAC, $CMI, $VLO, $TRV, $URI, $MPC. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$VLO$TRV$URI
$1.3B
218 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$TRV$VLO$URI
$487M
628 positions
#3Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$MPC$KLAC$VLO$CRWD
$169M
77 positions
#4Shepherd Street Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$MPC$CMI
$116M
85 positions
#5PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$CMI$VLO$URI
$994M
219 positions
#6Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$MPC$KLAC$TRV$VLO
$410M
118 positions
#7Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$WFC$CMI$CRWD
$458M
85 positions
#8Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$MPC$KLAC$VLO
$713M
31 positions
#9BANK OF STOCKTONActive
Some overlap · 3 shared positions
$KLAC$CMI$WFC
$333M
124 positions
#10Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$CMI$TRV$URI
$3.0B
312 positions
#11Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MPC$CMI$WFC
$297M
129 positions
#12R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$WFC$TRV$CRWD
$133M
47 positions
#13Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$CMI$CRWD$URI
$496M
210 positions
#14Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$MPC$VLO
$334M
81 positions
#15River Street Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$CMI$VLO
$324M
176 positions
#16OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$KLAC$CMI$VLO
$501M
276 positions
#17FORTERIS WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$MPC$VLO$F
$121M
69 positions
#18RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$MPC$KLAC$VAL
$218M
108 positions
#19PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$CMI$TRV$VLO
$514M
167 positions
#20Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$WFC$VLO$TRV
$280M
213 positions
#21BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$KLAC$CMI$BP
$405M
98 positions
#22Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$CMI$WFC$VLO
$984M
94 positions
#23Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$KLAC$WFC$CRWD$URI
$248M
55 positions
#24EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$KLAC$CMI$URI$TRV
$799M
156 positions
#25GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$KLAC$URI
$148M
1,422 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.