How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Asio ,

13F Portfolio OverlapQ1 2026Asio , portfolio →

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Most similar hedge funds by 13F overlap

Asio Capital, LLC is an institutional investor managing $781M across 109 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 Asio , are Mendel Money, ALBION FINANCIAL GROUP /UT, Barden ,, with shared positions in $PANW, $JHG, $GEV, $UBER, $APH, $TMO. The full ranking of 25 similar funds is below.

#1Mendel Money ManagementPassive

Notable overlap · 8 shared positions

$PANW $JHG $GEV $UBER $APH $TMO

$239M

137 positions

#2ALBION FINANCIAL GROUP /UTActive

Notable overlap · 8 shared positions

$JHG $COP $C $PWR $UBER $TMO

$1.5B

737 positions

#3Barden Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$PANW $COP $UBER $HCA $FANG $PWR

$117M

58 positions

#4Mattson Financial Services, LLCPassive

Notable overlap · 9 shared positions

$JHG $UNH $COP $LOW $LRCX $PANW

$419M

232 positions

#5VISTA INVESTMENT MANAGEMENTPassive

Notable overlap · 7 shared positions

$JHG $COP $TEL $LOW $COF $TMO

$301M

176 positions

#6Cox Capital Mgt LLCPassive

Notable overlap · 7 shared positions

$JHG $UBER $APH $ASML $CRH $UNH

$151M

73 positions

#7Gradient Investments LLCPassive

Notable overlap · 10 shared positions

$JHG $TMO $UNH $BAC $COP $LOW

$6.5B

420 positions

#8Safe Harbor Wealth Advisors, LLC

Notable overlap · 8 shared positions

$JHG $UNH $LOW $COP $LRCX $APH

$103M

96 positions

#9Brown Financial AdvisorsPassive

Notable overlap · 9 shared positions

$JHG $UNH $TMO $LOW $COP $BAC

$264M

209 positions

#10Traub Capital Management LLCPassive

Notable overlap · 5 shared positions

$JHG $COP $C $DELL $COF

$101M

130 positions

#11Paladin Wealth, LLCPassive

Notable overlap · 8 shared positions

$JHG $TMO $LOW $COP $UNH $LRCX

$145M

125 positions

#12Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$JHG $COP $PWR $TMO $LOW $BAC

$407M

601 positions

#13Paragon Advisors, LLCActive

Notable overlap · 7 shared positions

$JHG $ASML $CRWD $APH $LRCX $MELI

$371M

76 positions

#14RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$COP $C $UNH $FANG $LRCX $BAC

$3.7B

111 positions

#15Volterra Technologies LPPassive

Notable overlap · 6 shared positions

$COP $PANW $UBER $DELL $CRWD $UNH

$823M

301 positions

#16Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$JHG $PANW $ASML $TMO $LOW $MELI

$187M

87 positions

#17Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$PANW $UBER $APH $ASML $CRWD $LRCX

$172M

76 positions

#18EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$COP $UNH $ASML $ELV $COF $MELI

$29.8B

60 positions

#19Generation Capital Management LLCPassive

Some overlap · 6 shared positions

$JHG $C $UBER $UNH $BAC $COF

$137M

74 positions

#20Everest Financial Group LLCPassive

Some overlap · 7 shared positions

$PANW $UNH $UBER $ASML $CRWD $DELL

$607M

199 positions

#21MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 7 shared positions

$GEV $APH $ASML $FANG $BAC $MELI

$499M

161 positions

#22VAN DEN BERG MANAGEMENT I, INCPassive

Some overlap · 6 shared positions

$UNH $COP $DELL $FANG $ELV $TMO

$436M

133 positions

#23ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 7 shared positions

$UBER $APH $ASML $PWR $CRH $LRCX

$59.5B

102 positions

#24LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 6 shared positions

$PANW $APH $ASML $UBER $TMO $PWR

$1.4B

216 positions

#25CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$COP $GEV $TMO $ASML $PWR $LOW

$2.9B

658 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.