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Hedge Funds Similar to Aspen Wealth Strategies,

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

Aspen Wealth Strategies, LLC is an institutional investor managing $187M across 89 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 Wealth Strategies, are Stirlingshire Investments,, Balance Wealth,, Black Swift Group,, with shared positions in $UNIT, $JHG, $COP, $VZ, $DDOG, $GSAT. The full ranking of 25 similar funds is below.

#1Stirlingshire Investments, Inc.Passive
Some overlap · 5 shared positions
$UNIT$JHG$COP$VZ$DDOG
$114M
196 positions
#2Balance Wealth, LLCPassive
Some overlap · 5 shared positions
$UNIT$GSAT$JHG$COP$DDOG
$322M
149 positions
#3Black Swift Group, LLCActive
Some overlap · 5 shared positions
$JHG$GSAT$TER$DUK$BA
$571M
117 positions
#4Dynamic Financial GroupActive
Some overlap · 4 shared positions
$JHG$UNIT$DE$VZ
$122M
69 positions
#5Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$UNIT$JHG$TER
$378M
200 positions
#6ARVEST INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$UNIT$JHG$GSAT
$733M
199 positions
#7INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$UNIT$JHG$KR$DE
$803M
181 positions
#8IF Advisors, LLCPassive
Some overlap · 3 shared positions
$UNIT$JHG$DDOG
$141M
53 positions
#9Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$GSAT$PNC$EOG
$143M
104 positions
#10CHRISTINE MESSMER PCActive
Some overlap · 6 shared positions
$UNIT$APD$COP$VZ$DDOG$NEE
$156M
80 positions
#11Curtis Advisory Group, LLCActive
Some overlap · 4 shared positions
$GSAT$JHG$COP$UNIT
$464M
118 positions
#12VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$JHG$PNC$COF$COP$EOG
$301M
176 positions
#13Coquina Private Wealth LLCActive
Some overlap · 6 shared positions
$UNIT$PNC$DDOG$SBUX$NEE$VZ
$124M
96 positions
#14Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$PNC$DE$COP$DUK$VZ
$308M
137 positions
#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$JHG$DE$DUK$BA$NEE
$367M
141 positions
#16IVC Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$UNIT$COP$RIO
$230M
173 positions
#17Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$UNIT$COP$DDOG$NEE
$290M
607 positions
#18Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$UNIT$COP$DDOG$NEE
$480M
160 positions
#19STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UNIT$COP$NOC$NEE
$547M
180 positions
#20Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$PNC$XEL$APD$COF$VZ
$47.8B
191 positions
#21TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$GSAT$DDOG
$307M
76 positions
#22JBGlobal.com LLCActive
Some overlap · 4 shared positions
$UNIT$COP$COF$SBUX
$102M
27 positions
#23Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$DDOG$SBUX$NEE
$117M
74 positions
#24MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$UNIT$COP$DDOG$APD
$10.0B
1,896 positions
#25MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$DE$XEL$COP$DUK$VZ$NEE
$460M
115 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.