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Hedge Funds Similar to ASPIRIANT,

13F Portfolio OverlapQ1 2026ASPIRIANT, portfolio →
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Most similar hedge funds by 13F overlap

ASPIRIANT, LLC is an institutional investor managing $3.5B across 338 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ASPIRIANT, are Grove Street Fiduciary,, Family CFO, GPWM, with shared positions in $UNIT, $HUM, $WT, $MKL, $MAR, $NKE. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive
Substantial overlap · 5 shared positions
$UNIT$HUM$WT$MKL$MAR
$227M
74 positions
#2Family CFO IncActive
Notable overlap · 5 shared positions
$HUM$UNIT$MKL$NKE$SCHW
$223M
41 positions
#3GPWM LLCSmart money
Notable overlap · 3 shared positions
$UNIT$DDOG$SCHW
$191M
20 positions
#4Shakespeare Wealth Management, LLCActive
Notable overlap · 7 shared positions
$UNIT$WT$DDOG$CTVA$MAR$EPAM
$422M
98 positions
#5Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$HUM$SE
$341M
64 positions
#6Oath Planning, LLCActive
Notable overlap · 4 shared positions
$UNIT$CTVA$NKE$SCHW
$113M
69 positions
#7FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 5 shared positions
$HUM$UNIT$MAR$SCHW$TJX
$176M
104 positions
#8Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$DDOG$MS
$442M
606 positions
#9Mokosak Advisory Group, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$MAR$DDOG
$399M
34 positions
#1025 LLCActive
Notable overlap · 3 shared positions
$UNIT$DDOG$NKE
$324M
69 positions
#11Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 6 shared positions
$UNIT$WT$HUM$DDOG$SCHW$SE
$2.2B
79 positions
#12SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$HUM$UNIT$MAR$SCHW$MKL
$272M
554 positions
#13Firestone Capital ManagementPassive
Notable overlap · 6 shared positions
$HUM$UNIT$DDOG$MKL$EPAM$SCHW
$480M
160 positions
#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$HUM$DDOG$SCHW
$350M
95 positions
#15STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$HUM$UNIT$CTVA
$547M
180 positions
#16Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$MAR$SCHW
$543M
103 positions
#17Noble Family Wealth, LLCActive
Notable overlap · 8 shared positions
$HUM$UNIT$WT$CTVA$MKL$SE
$484M
76 positions
#18CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$HUM$DDOG$ADBE
$121M
54 positions
#19Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$UNIT$MKL$SE
$160M
82 positions
#20Financial Advisory CorpSmart money
Notable overlap · 4 shared positions
$UNIT$MKL$SCHW$SE
$720M
51 positions
#21TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UNIT$MKL$SCHW$SE$RY
$251M
66 positions
#22ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 7 shared positions
$HUM$UNIT$WT$DDOG$NKE$MKL
$753M
159 positions
#23Discipline Wealth Solutions, LLCActive
Notable overlap · 5 shared positions
$UNIT$WT$MKL$HUM$SCHW
$950M
192 positions
#24Fairway Financial, LLCActive
Notable overlap · 3 shared positions
$UNIT$MAR$MS
$132M
23 positions
#25Bristlecone Value Partners, LLCPassive
Notable overlap · 5 shared positions
$HUM$DDOG$WT$MKL$NKE
$114M
68 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.