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Hedge Funds Similar to Aspen Grove ,

13F Portfolio OverlapQ1 2026Aspen Grove , portfolio →
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Most similar hedge funds by 13F overlap

Aspen Grove Capital, LLC is an institutional investor managing $514M across 200 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 Aspen Grove , are One River Asset ,, SEAMOUNT FINANCIAL GROUP, Prentice Wealth, with shared positions in $BKNG, $IBM, $WFC, $BAC, $HUM, $DOV. The full ranking of 25 similar funds is below.

#1One River Asset Management, LLCPassive
Some overlap · 4 shared positions
$BKNG$IBM$WFC$BAC
$273M
255 positions
#2SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$HUM$DOV$IBM
$222M
135 positions
#3Prentice Wealth Management LLCActive
Some overlap · 4 shared positions
$HUM$DOV$IBM$BAC
$443M
117 positions
#4WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$HUM$DOV$WFC
$355M
156 positions
#5Creekside PartnersPassive
Some overlap · 4 shared positions
$HUM$DOV$IBM$WFC
$243M
183 positions
#6Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$HUM$DOV$MS$BAC
$98M
68 positions
#7Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$HUM$DOV$WFC
$151M
114 positions
#8ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$HUM$BKNG$__PARK_1390777$WFC$MS
$1.4B
261 positions
#9Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$DOV$IBM
$120M
79 positions
#10Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$HUM$IBM$MS$PFE
$277M
154 positions
#11RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$IBM$WFC$MS
$181M
96 positions
#12Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$HUM$DOV$IBM
$191M
88 positions
#13WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$HUM$IBM$MS$__PARK_1390777$PFE
$292M
135 positions
#14STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HUM$DOV$BAC
$547M
180 positions
#15Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$HUM$IBM$MS$PFE
$124M
120 positions
#16Guilbault Capital LLCPassive
Some overlap · 3 shared positions
$HUM$IBM$MS
$91M
67 positions
#17Selby Wealth Management, LLCActive
Some overlap · 4 shared positions
$HUM$DOV$MS$WFC
$254M
81 positions
#18Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$HUM$DOV$PHYS
$192M
62 positions
#19Blossom Wealth ManagementPassive
Some overlap · 3 shared positions
$HUM$IBM$BAC
$67M
74 positions
#20Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$DOV$BKNG$LULU$BAC
$156M
107 positions
#21WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$HUM$__PARK_1390777$IBM$WFC
$125M
404 positions
#22Addison Advisors LLCPassive
Some overlap · 5 shared positions
$HUM$IBM$MS$BAC$PFE
$452M
980 positions
#23LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$HUM$BAC
$595M
360 positions
#24DODGE & COXActive
Some overlap · 4 shared positions
$BKNG$HUM$__PARK_1390777$WFC
$182.0B
222 positions
#25Hubbell Strickland Wealth Management, LLCActive
Some overlap · 5 shared positions
$HUM$DOV$MS$PHYS$IBM
$251M
83 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.