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Hedge Funds Similar to Ascent Group,

13F Portfolio OverlapQ1 2026Ascent Group, portfolio →
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Most similar hedge funds by 13F overlap

Ascent Group, LLC is an institutional investor managing $2.9B across 752 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 Ascent Group, are CASTLEARK, WEALTH ALLIANCE,, BLALOCK WILLIAMS,, with shared positions in $SE, $ANET, $SCHW, $TJX, $GILD, $IAU. The full ranking of 25 similar funds is below.

#1CASTLEARK MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SE$ANET$SCHW$TJX$GILD
$3.0B
292 positions
#2WEALTH ALLIANCE, LLCPassive
Some overlap · 5 shared positions
$SE$ANET$SCHW$IAU$PM
$1.0B
548 positions
#3BLALOCK WILLIAMS, LLCPassive
Slight overlap · 6 shared positions
$ANET$PM$SCHW$MEDP$KNSL$GILD
$129M
144 positions
#4Keystone Financial ServicesPassive
Slight overlap · 4 shared positions
$SE$PM$SCHW$IAU
$341M
119 positions
#5Juno Financial Group LLCActive
Slight overlap · 4 shared positions
$SE$SCHW$PM$DHR
$255M
70 positions
#6Storen Legacy Partners, LLCPassive
Slight overlap · 4 shared positions
$SE$PM$IAU$DHR
$319M
102 positions
#7Aznar Financial Advisors, LLC
Slight overlap · 4 shared positions
$SE$IAU$DHR$PM
$104M
31 positions
#8Catalyst Investment Management LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$DHR$SCHW
$90M
65 positions
#9True Vision MN LLCPassive
Slight overlap · 4 shared positions
$SE$ANET$IAU$GILD
$194M
98 positions
#10BCGM Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SE$PM$IAU$GILD
$398M
178 positions
#11Barnes Wealth Management Group, IncPassive
Slight overlap · 4 shared positions
$SE$IAU$DHR$GILD
$197M
184 positions
#125T Wealth, LLCPassive
Slight overlap · 3 shared positions
$SE$ANET$IAU
$253M
129 positions
#13Bank of MarinPassive
Slight overlap · 3 shared positions
$SE$ANET$DHR
$137M
135 positions
#14BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 4 shared positions
$SE$IAU$GILD$DHR
$402M
108 positions
#15SWMG, LLCActive
Slight overlap · 4 shared positions
$SE$DHR$IAU$TJX
$350M
120 positions
#16Endowment Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$SE$SCHW$IAU$TJX
$226M
165 positions
#17INVESTED ADVISORSPassive
Slight overlap · 4 shared positions
$SE$SCHW$DHR$GILD
$99M
138 positions
#18SAGESPRING WEALTH PARTNERS, LLCActive
Slight overlap · 4 shared positions
$SE$IAU$TJX$PM
$5.5B
791 positions
#19Trilogy Capital Inc.Passive
Slight overlap · 4 shared positions
$SE$SCHW$ANET$GILD
$2.3B
390 positions
#20Addison Capital CoPassive
Slight overlap · 3 shared positions
$SE$PM$SCHW
$562M
182 positions
#21Coign Capital Advisors LLCActive
Slight overlap · 3 shared positions
$SE$PM$SCHW
$190M
80 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Slight overlap · 3 shared positions
$SE$PM$SCHW
$206M
97 positions
#23Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SE$PM$IAU
$95M
140 positions
#24Cobblestone Asset Management LLCPassive
Slight overlap · 3 shared positions
$SE$PM$IAU
$222M
73 positions
#25TRUIST FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$SE$PM$IAU
$74.2B
2,788 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.