13F Pro

Hedge Funds Similar to AssuredPartners Investment Advisors

13F Portfolio OverlapQ2 2026AssuredPartners Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

AssuredPartners Investment Advisors, LLC is an institutional investor managing $1.0B across 416 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 AssuredPartners Investment Advisors are Nordwand Advisors, Aull & Monroe Investment, L & S Advisors, with shared positions in $LHX, $CASY, $AXP, $MS, $WM, $AMGN. The full ranking of 25 similar funds is below.

#1Nordwand Advisors, LLCPassive
Some overlap · 7 shared positions
$LHX$CASY$AXP$MS$WM$AMGN
$652M
146 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$GLW$CSX$NEE$WM$PEP$AMGN
$239M
126 positions
#3L & S Advisors IncPassive
Some overlap · 6 shared positions
$GLW$DELL$AXP$MS$DVN$ETN
$967M
236 positions
#4Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$GLW$DELL$MS$BX$WM$CRWD
$262M
58 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 7 shared positions
$CSX$AXP$NEE$WM$PEP$AMGN
$227M
73 positions
#6Strategic Wealth Investment Group, LLCPassive
Some overlap · 7 shared positions
$AXP$BX$NEE$WM$PEP$CRWD
$825M
104 positions
#7Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 6 shared positions
$GLW$AXP$CSX$BX$WM$PEP
$186M
137 positions
#8Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$LHX$CSX$AXP$WM$PEP$ETN
$113M
58 positions
#9GARRISON POINT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$GLW$DELL$NEE$WM$AMGN$PEP
$247M
176 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$GLW$DELL$MS$NEE$ETN$AXP
$1.1B
115 positions
#11First National Advisers, LLCPassive
Some overlap · 7 shared positions
$GLW$CSX$NEE$MS$PEP$AMGN
$712M
251 positions
#12River Street Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$MS$BX$NEE$PEP$ETN
$340M
177 positions
#13OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 6 shared positions
$GLW$MS$BX$NEE$PEP$ETN
$530M
275 positions
#14TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$GLW$CSX$WM$PEP$BX$AMGN
$1.3B
226 positions
#15AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 6 shared positions
$CSX$DELL$MS$NEE$WM$ETN
$286M
95 positions
#16JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$SNPS$GLW$AXP$PEP$CRWD$AMGN
$1.2B
134 positions
#17CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$GLW$AXP$WM$PEP$ETN$AMGN
$541M
111 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$DELL$AXP$NEE$WM$AMGN$ETN
$710M
193 positions
#19Red Door Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DELL$SNPS$BX$WM$AMGN$PEP
$1.1B
320 positions
#20Somerset Trust CoPassive
Some overlap · 5 shared positions
$LHX$MS$NEE$PEP$AMGN
$354M
186 positions
#21Nicholas Wealth, LLC.Passive
Some overlap · 6 shared positions
$DELL$MS$NEE$CRWD$AMGN$ETN
$182M
127 positions
#22Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$SNPS$DELL$AMGN$ETN
$345M
576 positions
#23VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$DELL$MS$NEE$PEP
$1.1B
146 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$LHX$BX$NEE$PEP$AMGN$ETN
$5.3B
210 positions
#25DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$CSX$AXP$MS$PEP
$253M
38 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.