13F Pro

Hedge Funds Similar to ACCESS FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026ACCESS FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ACCESS FINANCIAL SERVICES, INC. is an institutional investor managing $305M across 103 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 ACCESS FINANCIAL SERVICES are DB Fitzpatrick, Stack Financial, O'Brien Greene, with shared positions in $PWR, $APD, $RSG, $FTNT, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$PWR$APD$RSG$FTNT$LMT$AMGN
$121M
100 positions
#2Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$PWR$CBOE$EOG$LMT$BKR
$1.3B
54 positions
#3O'Brien Greene & Co. IncPassive
Notable overlap · 4 shared positions
$VLO$CBOE$EOG$AMGN
$362M
141 positions
#4FourThought Financial Partners, LLCPassive
Notable overlap · 6 shared positions
$KLAC$LMT$APD$AMGN$FTNT$LOW
$1.3B
393 positions
#5Boomfish Wealth Group, LLCPassive
Notable overlap · 5 shared positions
$KLAC$LMT$FTNT$AMGN$LOW
$231M
102 positions
#6Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$KLAC$FTNT$PWR$CBOE
$604M
99 positions
#7AMERICAN NATIONAL BANK & TRUSTPassive
Notable overlap · 5 shared positions
$KLAC$LMT$VLO$AMGN$APD
$1.1B
618 positions
#8MinichMacGregor Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$VLO$KLAC$LMT
$620M
159 positions
#9ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 4 shared positions
$VLO$EOG$BKR$APD
$857M
50 positions
#10PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$994M
219 positions
#11BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$APD
$436M
104 positions
#12MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$BKR
$296M
104 positions
#13Paradiem, LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$FAST$FTNT
$464M
68 positions
#14EVEXIA WEALTH LLCPassive
Some overlap · 5 shared positions
$KLAC$RSG$EOG$LOW$PWR
$369M
77 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$FTNT$VLO
$169M
77 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$487M
628 positions
#17TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$KLAC$VLO$LOW
$217M
114 positions
#18Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$BKR$EOG$APD$WSO
$312M
102 positions
#19S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$LOW$FAST
$408M
98 positions
#20Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$1.3B
218 positions
#21CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FTNT$PWR$APD
$435M
70 positions
#22BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$KLAC$EOG$LMT$AMGN
$405M
98 positions
#23JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$APD$AMGN$LOW
$1.1B
242 positions
#24Visualize Group LPActive
Some overlap · 3 shared positions
$PWR$BKR$RSG
$291M
11 positions
#25GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FTNT$KLAC$AMGN
$148M
1,422 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.