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Hedge Funds Similar to Ascent Wealth Partners

13F Portfolio OverlapQ3 2026Ascent Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Ascent Wealth Partners, LLC is an institutional investor managing $1.0B across 214 U.S. equity positions as of Q3 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 Atlantic Edge Private Wealth, PEDDOCK ADVISORS, Corsicana, with shared positions in $MDY, $CMI, $KLAC, $PWR, $ETN, $AMP. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MDY$CMI$KLAC$PWR$ETN$AMP
$487M
628 positions
#2PEDDOCK CAPITAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$MDY$CMI$KLAC$PWR$GILD$AMP
$514M
167 positions
#3Corsicana & Co.Passive
Notable overlap · 6 shared positions
$MDY$PWR$CMI$SYK$APD$QCOM
$206M
309 positions
#4Lionsbridge Wealth Management LLCActive
Notable overlap · 5 shared positions
$MDY$PWR$APH$CMI$ETN
$90M
63 positions
#5UNITED BANKActive
Some overlap · 7 shared positions
$CMI$KLAC$ITW$SYK$GILD$WM
$853M
130 positions
#6Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$CMI$QCOM$APD
$122M
92 positions
#7CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$APH$PWR$SYK$ITW$APD$CTAS
$435M
70 positions
#8Stone Summit Wealth LLCPassive
Some overlap · 6 shared positions
$CMI$APH$SYK$GILD$QCOM$MDY
$370M
137 positions
#9NZS Capital, LLCActive
Some overlap · 5 shared positions
$KLAC$APH$PWR$SYK$AXON
$3.9B
61 positions
#10DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$PWR$SYK$CMI$WM$APD$ETN
$121M
100 positions
#11MCDANIEL TERRY & COActive
Some overlap · 6 shared positions
$APH$SYK$ITW$APD$CTAS$ETN
$1.3B
81 positions
#12HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$KLAC$APH$PWR$SYK$ROK
$217M
352 positions
#13NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 5 shared positions
$CMI$APH$SYK$GILD$QCOM
$843M
131 positions
#14Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$ROK$ETN$APH
$1.1B
154 positions
#15Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$KLAC$ETN
$251M
48 positions
#16CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$MDY$KLAC$QCOM$SYK$PWR
$701M
181 positions
#17GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$CMI$KLAC
$215M
111 positions
#18Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$CMI$AMP$ITW$GILD$QCOM
$111M
62 positions
#19ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$SYK$CMI
$248M
96 positions
#20Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$KLAC$APH$SYK$GILD$QCOM
$8.0B
102 positions
#21JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$KLAC$APH$SYK$WM$CTAS
$4.1B
83 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$AMP$WM$APD$ETN
$652M
146 positions
#23TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$WM$PWR$CMI
$288M
94 positions
#24Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$KLAC$ITW
$2.3B
383 positions
#25Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$SYK$QCOM
$2.9B
350 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.