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 OverlapQ3 2026Asio portfolio →

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Most similar hedge funds by 13F overlap

Asio Capital, LLC is an institutional investor managing $816M across 131 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Asio are Bluebird Wealth, Reliant Investment, WealthShield Partners, with shared positions in $CRWD, $C, $ASML, $UBER, $ANET, $MELI. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive

Notable overlap · 7 shared positions

$CRWD $C $ASML $UBER $ANET $MELI

$115M

89 positions

#2Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$CRWD $APH $PWR $CRH $PNFP $AXP

$271M

55 positions

#3WealthShield Partners, LLCPassive

Notable overlap · 6 shared positions

$CRWD $C $UBER $APH $FANG $PH

$654M

379 positions

#4Barden Capital Management, Inc.Active

Notable overlap · 7 shared positions

$UBER $PWR $HCA $ELV $COF $FANG

$110M

58 positions

#5Cox Capital Mgt LLCPassive

Notable overlap · 6 shared positions

$ASML $APH $UBER $CRH $AZN $CFG

$179M

74 positions

#6ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 8 shared positions

$CRWD $PWR $MELI $DELL $ANET $UBER

$4.4B

118 positions

#7Robbins FarleyPassive

Notable overlap · 6 shared positions

$CRWD $DELL $UBER $PWR $AZN $ANET

$262M

158 positions

#8Arrow Capital Pty LtdActive

Notable overlap · 5 shared positions

$C $ASML $UBER $PWR $CRH

$118M

25 positions

#9Parkwood LLCPassive

Notable overlap · 6 shared positions

$APH $C $ASML $UBER $AZN $OMF

$1.4B

72 positions

#10SHELTON WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ASML $UBER $APH $C $ANET $MELI

$254M

141 positions

#11LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 6 shared positions

$ASML $APH $PWR $DELL $UBER $MS

$1.6B

232 positions

#12Covenant Asset Management, LLCPassive

Notable overlap · 7 shared positions

$ASML $PWR $AZN $ANET $AXP $MS

$746M

169 positions

#13Strong Retirement Solutions LLCPassive

Notable overlap · 5 shared positions

$CRWD $APH $UBER $PWR $FANG

$178M

84 positions

#14Stratos Investment Management, LLCPassive

Notable overlap · 8 shared positions

$DELL $C $APH $AXP $CRH $UBER

$2.8B

382 positions

#15Lord & Richards Wealth Management, LLCActive

Notable overlap · 5 shared positions

$CRWD $APH $PWR $UBER $FANG

$131M

80 positions

#16Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$CRWD $DELL $CFG $ANET $MS $C

$169M

77 positions

#17Wilian Securities, LLCPassive

Notable overlap · 5 shared positions

$CRWD $APH $PWR $UBER $FANG

$169M

89 positions

#18Riverbend Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$DELL $C $AXP $APH $CRH $ASML

$220M

171 positions

#19Galaxy Digital Capital Management GP LLCPassive

Notable overlap · 5 shared positions

$C $CRWD $COF $APH $MS

$206M

67 positions

#20Benchmark Investment Advisors LLCActive

Notable overlap · 6 shared positions

$APH $CRWD $ASML $UBER $ANET $PH

$228M

70 positions

#21Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ASML $APH $UBER $ANET $LOW

$2.8B

151 positions

#22ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$CRWD $APH $UBER $ANET $MELI

$551M

40 positions

#23Peloton Wealth StrategistsPassive

Some overlap · 5 shared positions

$C $UBER $APH $COF $ANET

$271M

91 positions

#24Alden Global Capital LLCActive

Some overlap · 4 shared positions

$C $APH $DELL $UBER

$273M

19 positions

#25Left Brain Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $DELL $UBER $ANET $APH

$332M

99 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.