13F Pro

Hedge Funds Similar to US Asset

13F Portfolio OverlapQ2 2026US Asset portfolio →
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Most similar hedge funds by 13F overlap

US Asset Management LLC is an institutional investor managing $131M across 112 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 US Asset are MATTERN, Phraction, MARKEL GROUP, with shared positions in $TXN, $ADI, $LIN, $ADP, $PAYX, $AMGN. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TXN$ADI$LIN$ADP$PAYX$AMGN
$857M
166 positions
#2Phraction Management LLCActive
Some overlap · 5 shared positions
$ADI$TXN$LIN$DHR$PM
$596M
66 positions
#3MARKEL GROUP INC.Active
Some overlap · 5 shared positions
$ADI$TXN$MRSH$LIN$AXP
$13.1B
130 positions
#4Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$TXN$LIN$ADP$AXP$DHR$PM
$637M
146 positions
#5Exchange BankPassive
Some overlap · 6 shared positions
$TXN$GL$MRSH$ADP$AXP$PM
$161M
130 positions
#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$ADI$LIN$ADP$AXP$PAYX
$1.5B
160 positions
#7PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$AXP$ADP$AMGN
$844M
219 positions
#8Somerset Trust CoPassive
Some overlap · 5 shared positions
$ADI$LIN$ADP$PAYX$AMGN
$354M
186 positions
#9Sterling Capital Management LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$AXP$AMP$PM$MRSH
$5.9B
3,289 positions
#10Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$ADI$TXN$LIN$AMGN
$1.3B
62 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TXN$LIN$MRSH$ADP$AXP
$467M
118 positions
#12Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$ADI$TXN$LIN$AMGN
$170M
111 positions
#13Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$ADI$ADP$AXP$DHR$AMGN
$231M
67 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$ADI$LIN$AXP$PAYX$AMGN
$1.3B
275 positions
#15Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$LIN$ADI$TXN$ADP$AXP
$421M
225 positions
#16R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ADI$ADP$C$PM$LIN
$188M
39 positions
#17Boit C F DavidPassive
Some overlap · 5 shared positions
$ADI$ADP$DHR$LIN$AMGN
$238M
85 positions
#18BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$ADI$TXN$ADP$AMGN
$346M
113 positions
#19Beaumont Asset Management, L.L.C.Smart money
Some overlap · 6 shared positions
$TXN$LIN$AXP$DHR$AMGN$ADP
$257M
79 positions
#20BKM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ADI$LIN$C$AMGN
$282M
148 positions
#21Canoe Financial LPActive
Some overlap · 4 shared positions
$ADI$TXN$DHR$PM
$8.1B
110 positions
#22BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$TXN$ADP$C$AXP$AMGN
$428M
470 positions
#23GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$ADI$TXN$C$PM$AMGN
$3.0B
213 positions
#24J. Safra Sarasin Holding AGPassive
Some overlap · 5 shared positions
$TXN$ADI$LIN$ADP$AMGN
$7.0B
799 positions
#25Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$ADI$MRSH$ADP$PM
$449M
45 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.