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Hedge Funds Similar to Asset Advisors

13F Portfolio OverlapQ3 2026Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Asset Management Advisors, LLC is an institutional investor managing $173M across 17 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 Advisors are Innovations, Slocum, Gordon & LLP, GoodHaven, with shared positions in $WMB, $NEE, $SO, $VZ, $OXY, $BN. The full ranking of 25 similar funds is below.

#1Capital Innovations LLCActive
Notable overlap · 3 shared positions
$WMB$NEE$SO
$385M
51 positions
#2Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$NEE$VZ$WMB$OXY
$143M
66 positions
#3GoodHaven Capital Management, LLCActive
Notable overlap · 3 shared positions
$BN$LEN$OXY
$318M
26 positions
#4Midway Capital Research & ManagementActive
Notable overlap · 3 shared positions
$BN$KMX$NEE
$118M
50 positions
#5EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$BN$BEPC$NEE
$232M
99 positions
#6BROOKFIELD Corp /ON/Smart money
Some overlap · 4 shared positions
$BEPC$BN$WMB$NEE
$77.0B
139 positions
#7TT Capital Management LLCActive
Some overlap · 4 shared positions
$VZ$BN$ALLY$OXY
$137M
87 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$NEE$LEN$VZ
$116M
172 positions
#9Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$NEE$BN
$303M
148 positions
#10CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BEPC$VZ$NEE
$217M
120 positions
#11VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WMB$NEE$VZ
$1.1B
141 positions
#12Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$NEE$VZ$SO
$497M
948 positions
#13Parkside Investments, LLCActive
Some overlap · 3 shared positions
$BN$NEE$SO
$879M
95 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$NEE$VZ$LEN
$1.1B
157 positions
#15Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$NEE$WMB$SO
$166M
71 positions
#16FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$NEE$VZ$WMB$SO
$1.7B
256 positions
#17Anchor Bay Capital, Inc.Passive
Some overlap · 3 shared positions
$VZ$WMB$NEE
$185M
341 positions
#18Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$BN$OXY$LEN
$697M
199 positions
#19Blue Zone Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BN$WMB$NEE
$636M
128 positions
#20Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$VZ$NEE$SO
$148M
117 positions
#21Sage Investment Counsel LLCPassive
Some overlap · 3 shared positions
$BN$LEN$BEPC
$100M
125 positions
#22Verity & Verity, LLCActive
Some overlap · 3 shared positions
$NEE$ACN$VZ
$1.5B
139 positions
#23SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$VZ$OXY$ACN
$816M
49 positions
#24Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$VZ$SO
$221M
41 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$ACN$VZ
$529M
72 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.