13F Pro

Hedge Funds Similar to Austin Asset

13F Portfolio OverlapQ2 2026Austin Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Austin Asset Management Co Inc is an institutional investor managing $718M across 94 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 Austin Asset are MFG WEALTH, OpenArc Corporate Advisory, William Allan, with shared positions in $UPS, $DELL, $GLW, $AMGN, $ADP, $CP. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$DELL$GLW
$140M
63 positions
#2OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$UPS$DELL$AMGN
$8.4B
789 positions
#3William Allan CorpActive
Some overlap · 3 shared positions
$DELL$UPS$ADP
$204M
62 positions
#4Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$UPS$AMGN
$1.5B
138 positions
#5Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$CP$AMGN$GLW
$399M
113 positions
#6BHK Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$TFC$ADP$AMGN
$335M
79 positions
#7Capitol Family Office, Inc.Smart money
Some overlap · 3 shared positions
$DELL$AMGN$AFL
$95M
46 positions
#8Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$DELL$ADP$GLW
$262M
58 positions
#9Steadtrust LLCPassive
Some overlap · 3 shared positions
$DELL$AESI$GLW
$198M
132 positions
#10Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$UPS$DELL$ADP
$312M
102 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$ADP$AMGN
$710M
193 positions
#12Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$AMGN$GLW
$845M
182 positions
#13San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$TFC$RKLB
$665M
187 positions
#14VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$DELL$AMGN$GLW
$1.7B
345 positions
#15LEUTHOLD GROUP, LLCPassive
Some overlap · 3 shared positions
$DELL$UPS$AMGN
$995M
237 positions
#16SOUTHERN CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPS$AMGN$AFL
$239M
84 positions
#17Triton Financial Group IncPassive
Some overlap · 3 shared positions
$DELL$AFL$GLW
$174M
99 positions
#18Catherine Avery Investment Management LLCPassive
Slight overlap · 3 shared positions
$UPS$TFC$AMGN
$229M
166 positions
#19Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$DELL$TFC$AMGN
$334M
127 positions
#20ForthRight Wealth Management, LLCActive
Slight overlap · 3 shared positions
$UPS$TFC$AFL
$391M
76 positions
#21Gilbert & Cook, Inc.Smart money
Slight overlap · 3 shared positions
$UPS$DELL$RKLB
$869M
229 positions
#22Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DELL$AMGN$GLW
$345M
576 positions
#23Signature Wealth Management Group
Slight overlap · 3 shared positions
$UPS$CP$TFC
$263M
128 positions
#24JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$UPS$AMGN$GLW
$990M
224 positions
#25bLong Financial, LLCSmart money
Slight overlap · 3 shared positions
$DELL$AMGN$GLW
$154M
80 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.