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Hedge Funds Similar to Aries Wealth

13F Portfolio OverlapQ1 2026Aries Wealth portfolio →
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Most similar hedge funds by 13F overlap

Aries Wealth Management is an institutional investor managing $455M across 234 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 Aries Wealth are BROOKS, MOORE & ASSOCIATES,, Marshall & Sterling Wealth Advisors, RoundAngle Advisors, with shared positions in $USB, $WT, $IBM, $CB, $TJX, $COP. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$USB$WT$IBM$CB$TJX$COP
$199M
110 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 6 shared positions
$USB$WT$IBM$TMO$COP$WM
$153M
344 positions
#3RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$USB$WT$IBM$CB$COP
$134M
60 positions
#4Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$WT$WM$COP
$284M
125 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$USB$WT$TMO$TJX$IBM
$118M
73 positions
#6Napier Financial, LLCPassive
Some overlap · 5 shared positions
$USB$WT$TMO$COP$IBM
$436M
609 positions
#7XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$USB$WT$EPAM$COP
$626M
273 positions
#8BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$USB$EPAM$WM$IBM$TMO
$329M
186 positions
#9Farrell Financial LLCPassive
Some overlap · 4 shared positions
$USB$WT$CB$COP
$167M
76 positions
#10Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$USB$WT$TJX$COP
$451M
146 positions
#11TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$USB$WT$TJX$COP
$283M
137 positions
#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$USB$WM$CB$TMO$TJX$COP
$7.8B
1,278 positions
#13LCNB CORPPassive
Some overlap · 4 shared positions
$EPAM$WT$USB$TJX
$297M
186 positions
#14EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$USB$EPAM$CB
$214M
83 positions
#15WestEnd Advisors, LLCActive
Some overlap · 5 shared positions
$USB$CB$TMO$TJX$COP
$4.1B
391 positions
#16Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$USB$WM$IBM$TMO
$788M
94 positions
#17Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$USB$EPAM$COP
$1.6B
318 positions
#18Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$USB$EPAM$COP
$284M
91 positions
#19Avant Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$EPAM$COP
$142M
65 positions
#20Causey Wealth LLCPassive
Some overlap · 4 shared positions
$USB$WT$IBM$COP
$236M
81 positions
#21CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$USB$WT$WM$TMO
$140M
265 positions
#22Summit Asset Management, LLCActive
Some overlap · 4 shared positions
$USB$WT$TJX$IBM
$719M
172 positions
#23SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$USB$IBM$TMO$COP
$1.5B
307 positions
#24CMC Financial GroupActive
Some overlap · 3 shared positions
$USB$WT$IBM
$51M
38 positions
#25Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$USB$WM$IBM$COP
$245M
98 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.