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Hedge Funds Similar to Ascension Advisors

13F Portfolio OverlapQ2 2026Ascension Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ascension Capital Advisors, Inc. is an institutional investor managing $356M across 97 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 Ascension Advisors are Paragon Advisors, Cushing Partners, Pacific Excel Wealth Advisors, with shared positions in $BTC, $APH, $EPD, $MCD, $LOW, $GLDM. The full ranking of 25 similar funds is below.

#1Paragon Advisors, LLCActive
Notable overlap · 3 shared positions
$BTC$APH$EPD
$476M
77 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$BTC$MCD$LOW
$145M
99 positions
#3Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$BTC$GLDM$APH$ETN$LOW
$258M
228 positions
#4Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$BTC$GLDM$APH$ETN$LOW
$259M
233 positions
#5BRADY FAMILY WEALTH, LLCPassive
Some overlap · 8 shared positions
$ABT$MCD$APH$AMGN$SBUX$ETN
$346M
113 positions
#6Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$MMM$EOG$AXP$AMGN$TJX$LOW
$274M
58 positions
#7Financial Network Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$MMM$MCD$ABT$DOV$GLDM$APH
$99M
858 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$AXP$ABT$MCD$AMGN$SBUX$TJX
$297M
103 positions
#9HENDLEY & CO INCActive
Some overlap · 7 shared positions
$EOG$ABT$APH$AXP$UNP$ETN
$283M
47 positions
#10Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$BTC$EPD$AMGN
$786M
309 positions
#11Perennial Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$MCD$APH$AMGN$SBUX$UNP
$649M
136 positions
#12Brown Financial Advisors
Some overlap · 7 shared positions
$ABT$MCD$GLDM$APH$SBUX$ETN
$286M
212 positions
#13EQ WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BTC$MCD$AMGN
$182M
57 positions
#14Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$EPD$AMGN$MCD$UNP$ETN
$655M
161 positions
#15WIMMER ASSOCIATES 1, LLCPassive
Some overlap · 6 shared positions
$MMM$ABT$MCD$AMGN$SBUX$TJX
$221M
113 positions
#16FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 6 shared positions
$AXP$EOG$MCD$GLDM$TJX$LOW
$1.7B
208 positions
#17PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$ABT$MCD$APH$ETN$TJX$LOW
$441M
87 positions
#18Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$AXP$ABT$MCD$UNP$ETN$TJX
$113M
58 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$EOG$ABT$MCD$DOV$AMGN
$853M
130 positions
#20Olistico Wealth, LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$EPD$DELL$DOV$TJX
$234M
334 positions
#21First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ABT$MCD$APH$AMGN$ETN$LOW
$1.4B
73 positions
#22Willis Investment CounselActive
Some overlap · 5 shared positions
$MMM$AXP$ABT$MCD$ETN
$2.1B
125 positions
#23LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$EOG$ABT$SBUX$UNP$TJX$LOW
$10.3B
565 positions
#24Center for Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$AXP$ABT$MCD$MMM$UNP$ETN
$1.1B
666 positions
#25Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$MMM$ABT$MCD$AMGN$TJX
$1.1B
204 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.