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Hedge Funds Similar to Aspire Advisors

13F Portfolio OverlapQ1 2026Aspire Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aspire Capital Advisors LLC is an institutional investor managing $444M across 122 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 Aspire Advisors are Team Financial Group,, IAM Advisory,, SKY-MOUNTAIN ,, with shared positions in $WT, $REGN, $AMN, $SNOW, $KKR, $PLTR. The full ranking of 25 similar funds is below.

#1Team Financial Group, LLCActive
Notable overlap · 7 shared positions
$WT$REGN$AMN$SNOW$KKR$PLTR
$220M
273 positions
#2IAM Advisory, LLCActive
Notable overlap · 8 shared positions
$WT$AMN$GSAT$REGN$SHW$BMY
$446M
95 positions
#3SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$WT$KKR$SBUX$BA
$139M
37 positions
#4Dickmeyer Boyce Financial Management, Inc.Passive
Notable overlap · 4 shared positions
$WT$KKR$SBUX$AMGN
$170M
125 positions
#5truNorth Financial Services, Inc.Active
Notable overlap · 5 shared positions
$WT$KKR$SLV$DE$PLTR
$97M
49 positions
#6Etesian Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$KKR$AMN$SNOW
$313M
138 positions
#7Clearwater Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$WT$ARKO$GSAT$SNOW$PLTR$KKR
$1.2B
177 positions
#8CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 5 shared positions
$WT$REGN$KKR$SHW$SLV
$149M
96 positions
#9FFG RETIREMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$172M
43 positions
#10UPTICK PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$WT$KKR$AMN$SNOW
$502M
293 positions
#11Wealthcare Capital Partners, LLCActive
Notable overlap · 3 shared positions
$WT$KKR$SLV
$213M
153 positions
#12Fortune Financial Group, Inc.Active
Notable overlap · 3 shared positions
$WT$REGN$GSAT
$111M
84 positions
#13Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$WT$KKR$DE
$90M
65 positions
#14Oxinas Partners Wealth Management LLCPassive
Notable overlap · 3 shared positions
$WT$KKR$PLTR
$219M
145 positions
#15Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 3 shared positions
$WT$KKR$PLTR
$365M
111 positions
#16Compass Financial Services IncActive
Notable overlap · 6 shared positions
$WT$KKR$FITB$DE$SLV$GSAT
$231M
56 positions
#17Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$WT$REGN$BA
$462M
53 positions
#18Lunt Capital Management, Inc.Active
Notable overlap · 3 shared positions
$WT$REGN$GSAT
$260M
97 positions
#19Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 4 shared positions
$WT$AMN$SHW$SLV
$132M
80 positions
#20Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$DE
$119M
51 positions
#21Argo Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$REGN$AMGN
$170M
48 positions
#22Nvest Wealth Strategies, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$PLTR
$143M
395 positions
#23Lauer Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$ARKO$SLV$PLTR
$126M
67 positions
#24Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$WT$REGN$SHW$SLV
$153M
96 positions
#25COLUMBIA ADVISORY PARTNERS LLCActive
Notable overlap · 5 shared positions
$WT$REGN$BA$SBUX$GSAT
$157M
92 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.