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Hedge Funds Similar to Aufman Associates

13F Portfolio OverlapQ2 2026Aufman Associates portfolio →
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Most similar hedge funds by 13F overlap

Aufman Associates Inc is an institutional investor managing $251M across 67 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 Aufman Associates are Riverview, Keystone Financial Group, Mount Ltd, with shared positions in $STX, $PAYX, $ABT, $PEP, $MCD, $DIS. The full ranking of 25 similar funds is below.

#1Riverview Trust CoActive
Notable overlap · 5 shared positions
$STX$PAYX$ABT$PEP$MCD
$84M
166 positions
#2Keystone Financial GroupPassive
Some overlap · 3 shared positions
$STX$DIS$MCD
$1.7B
567 positions
#3Mount Capital LtdActive
Some overlap · 3 shared positions
$MRNA$KHC$DIS
$265M
17 positions
#4SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 3 shared positions
$STX$PEP$MCD
$268M
161 positions
#5CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$DIS$PEP
$569M
256 positions
#6Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$STX$MCD$VZ
$229M
166 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$PEP$VZ
$239M
126 positions
#8Pettee Investors, Inc.Passive
Some overlap · 4 shared positions
$STX$DIS$ABT$MCD
$203M
115 positions
#9Elevated Private Wealth, LLCPassive
Some overlap · 3 shared positions
$STX$MRNA$PEP
$106M
76 positions
#10Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$STX$DIS$MCD
$145M
104 positions
#11Range Financial Group LLCPassive
Some overlap · 3 shared positions
$STX$MCD$VZ
$366M
206 positions
#12Sanders Capital, LLCActive
Some overlap · 3 shared positions
$STX$DIS$ABT
$99.8B
47 positions
#13Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$STX$ABT$PEP$MCD
$442M
165 positions
#14CLARIS ADVISORS, LLC / MO /Active
Some overlap · 3 shared positions
$STX$DIS$PEP
$383M
74 positions
#15Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$STX$PEP$MCD$VZ
$497M
198 positions
#16Financial Gravity Companies, Inc. (FGCO)Passive
Slight overlap · 3 shared positions
$MRNA$DIS$MAR
$616M
1,040 positions
#17Bell BankActive
Slight overlap · 4 shared positions
$STX$KHC$PEP$VZ
$2.6B
195 positions
#18WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 4 shared positions
$STX$DIS$PEP$MAR
$1.3B
73 positions
#19Blankinship & Foster, LLCSmart money
Slight overlap · 3 shared positions
$STX$ABT$VZ
$495M
79 positions
#20Financial Gravity Asset Management, Inc.
Slight overlap · 3 shared positions
$MRNA$DIS$MAR
$562M
973 positions
#21Stablepoint Partners, LLCPassive
Slight overlap · 4 shared positions
$STX$PEP$MCD$VZ
$723M
260 positions
#22Forza Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$STX$MCD$VZ
$326M
194 positions
#23GKV Capital Management Co., Inc.Passive
Slight overlap · 3 shared positions
$STX$MAR$VZ
$310M
83 positions
#24CHIRON CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$CCI$KHC$PEP$VZ
$111M
136 positions
#25ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 5 shared positions
$STX$DIS$ABT$MCK$MCD
$225.4B
1,887 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.