How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ascent Wealth Partners,

13F Portfolio OverlapQ1 2026Ascent Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Ascent Wealth Partners, LLC is an institutional investor managing $860M across 188 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 Ascent Wealth Partners, are Ramsay, Stattman, Vela & Price,, ARBOR WEALTH ADVISORS,, Long Road Investment Counsel,, with shared positions in $AMAT, $ADP, $SYK, $APD, $ITW, $PANW. The full ranking of 25 similar funds is below.

#1Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 7 shared positions

$AMAT $ADP $SYK $APD $ITW $PANW

$506M

79 positions

#2ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MDY $SYK $AMAT $ABT $PANW $CMI

$228M

90 positions

#3Long Road Investment Counsel, LLCActive

Some overlap · 7 shared positions

$ADP $SYK $GEV $GILD $APD $ITW

$255M

78 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 7 shared positions

$ADP $SYK $PWR $APH $APD $ITW

$405M

73 positions

#5Corsicana & Co.Passive

Some overlap · 6 shared positions

$MDY $SYK $APD $VLO $CMI $PWR

$158M

276 positions

#6Crescent Sterling, Ltd.Passive

Some overlap · 5 shared positions

$MDY $CMI $APD $ABT $VLO

$103M

80 positions

#7SHUTTLEWORTH & CoPassive

Some overlap · 6 shared positions

$AMAT $SYK $APH $WM $ABT $CTAS

$111M

52 positions

#8Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMAT $AMP $CMI $VLO $PWR

$1.3B

218 positions

#9RETIREMENT GUYS FORMULA LLCPassive

Some overlap · 6 shared positions

$AMAT $CMI $GEV $GILD $APH $PANW

$217M

154 positions

#10UNITED BANKActive

Some overlap · 7 shared positions

$CMI $GILD $WM $APD $ITW $ABT

$781M

121 positions

#11Dundas Partners LLPActive

Some overlap · 5 shared positions

$AMAT $ADP $SYK $APH $ABT

$1.3B

49 positions

#12TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$AMAT $SYK $GEV $WM $ABT

$200M

110 positions

#13Baker Chad RActive

Some overlap · 6 shared positions

$ADP $SYK $AMAT $APH $WM $ABT

$530M

56 positions

#14MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$ADP $SYK $GILD $PWR $APD $ABT

$409M

127 positions

#15GRANDFIELD & DODD, LLCPassive

Some overlap · 5 shared positions

$AMAT $SYK $GILD $APD $ITW

$1.8B

209 positions

#16MCDANIEL TERRY & COActive

Some overlap · 6 shared positions

$ADP $SYK $APH $APD $ITW $CTAS

$1.2B

81 positions

#17DEARBORN PARTNERS LLCActive

Some overlap · 6 shared positions

$ADP $SYK $APH $ITW $CTAS $ABT

$1.8B

269 positions

#18HALL LAURIE J TRUSTEEPassive

Some overlap · 5 shared positions

$AMAT $SYK $APH $WM $ABT

$283M

104 positions

#19Expressive Wealth LLCPassive

Some overlap · 4 shared positions

$MDY $AMAT $GILD $GEV

$105M

130 positions

#20Accent Capital Management, LLCPassive

Some overlap · 4 shared positions

$MDY $AMAT $GILD $GEV

$105M

130 positions

#21Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMAT $SYK $CMI $ITW $ABT

$151M

114 positions

#22COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$ADP $SYK $APH $ITW $PANW $GEV

$1.7B

87 positions

#23BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$SYK $ADP $APD $ITW $ABT $APH

$321M

110 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$AMP $ADP $CMI $GILD $ITW

$105M

62 positions

#25Chesley Taft & Associates LLCPassive

Some overlap · 6 shared positions

$SYK $APH $WM $ITW $PANW $ABT

$2.4B

370 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.