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Hedge Funds Similar to Ascension Advisors,

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

Ascension Capital Advisors, Inc. is an institutional investor managing $318M across 82 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 Ascension Advisors, are Broadway Wealth Solutions,, GERBER,, Midwest Financial Partners Investments,, with shared positions in $FHI, $IBM, $TJX, $ARKO, $BRZE, $AMGN. The full ranking of 25 similar funds is below.

#1Broadway Wealth Solutions, Inc.Active
Substantial overlap · 3 shared positions
$FHI$IBM$TJX
$193M
95 positions
#2GERBER, LLCActive
Notable overlap · 3 shared positions
$ARKO$BRZE$AMGN
$179M
88 positions
#3Midwest Financial Partners Investments, Inc.Active
Notable overlap · 4 shared positions
$ARKO$MMM$AXP$AMGN
$189M
76 positions
#4BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$ARKO$IBM$AMGN$APH
$209M
103 positions
#5Integrity Financial Corp /WAPassive
Some overlap · 4 shared positions
$CNS$BTSG$BTC$IBM
$201M
292 positions
#6ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$ARKO$MMM$ABT$MCD$AXP
$123M
101 positions
#7Hills Bank & Trust CoActive
Some overlap · 4 shared positions
$FHI$MCD$ABT$TJX
$2.1B
355 positions
#8Hardworking Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$BTC$BRZE$MMM$MCD$AMGN$TJX
$107M
83 positions
#9Greater Midwest Financial Group, LLCPassive
Some overlap · 3 shared positions
$CNS$ABT$IBM
$186M
65 positions
#10New England Capital Financial Advisors LLCActive
Some overlap · 3 shared positions
$CNS$MCD$AXP
$365M
425 positions
#11Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$CNS$BRZE$MCD
$182M
57 positions
#12Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BTC$BRZE$MCD
$130M
96 positions
#13Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$BTC$EPD$BAH$APH
$371M
76 positions
#14Hutchens & Kramer Investment Management Group, LLCPassive
Some overlap · 3 shared positions
$ARKO$APH$TJX
$317M
149 positions
#15Sloy Dahl & Holst, LLCSmart money
Some overlap · 3 shared positions
$BTC$ARKO$BRZE
$728M
112 positions
#16Platform Technology PartnersPassive
Some overlap · 3 shared positions
$FHI$MCD$AMGN
$519M
344 positions
#17Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$ARKO$MCD$EPD
$193M
1,065 positions
#18FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$CNS$EOG$APH
$399M
173 positions
#19One Charles Private Wealth Services, LLCActive
Slight overlap · 3 shared positions
$ARKO$BTC$EPD
$400M
159 positions
#20Milestones Private Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$ARKO$EOG$IBM
$114M
78 positions
#21Cox Capital Mgt LLCPassive
Slight overlap · 4 shared positions
$FHI$EOG$ABT$APH
$151M
73 positions
#22EQ WEALTH ADVISORS, LLCActive
Slight overlap · 4 shared positions
$BTC$MCD$BAH$AMGN
$171M
54 positions
#23ATX Financial Planning, LLCPassive
Slight overlap · 3 shared positions
$BTC$ARKO$ABT
$132M
81 positions
#24LifeWealth Investments, LLCPassive
Slight overlap · 4 shared positions
$BTC$BRZE$BTSG$APH
$335M
141 positions
#25HALL LAURIE J TRUSTEEPassive
Slight overlap · 6 shared positions
$UL$MMM$ABT$IBM$APH$TJX
$283M
104 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.