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Hedge Funds Similar to Aspect Partners

13F Portfolio OverlapQ2 2026Aspect Partners portfolio →
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Most similar hedge funds by 13F overlap

Aspect Partners, LLC is an institutional investor managing $268M across 679 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aspect Partners are Upper Left Wealth, Wealth Watch Advisors, Towneley , / DE, with shared positions in $STT, $IAU, $SGOL, $IAUM, $PLTR, $AMGN. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$SGOL$IAUM
$180M
73 positions
#2Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$STT$SGOL
$309M
142 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$IAU$SGOL$STT
$509M
46 positions
#4Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$SGOL$IAU
$426M
129 positions
#5Madden Advisory Services, Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$STT
$279M
110 positions
#6Eurizon Asset Management Hungary Ltd.Smart money
Notable overlap · 3 shared positions
$IAU$SGOL$PLTR
$94M
21 positions
#7Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$STT$PLTR
$211M
62 positions
#8FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$2.4B
979 positions
#9Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$125M
84 positions
#10Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$172M
77 positions
#11White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$802M
151 positions
#12Mill Creek Capital Advisors, LLC
Notable overlap · 4 shared positions
$IAU$STT$TMO$AMGN
$4.9B
260 positions
#13ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$D$TMO
$621M
90 positions
#14Foguth Wealth Management, LLC.Active
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$879M
213 positions
#15Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$IAUM$LNT
$174M
77 positions
#16Convergence Financial, LLCPassive
Some overlap · 3 shared positions
$STT$TMO$PLTR
$1.3B
272 positions
#17Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$NOC$AMGN
$141M
74 positions
#18Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$VZ$AMGN
$4.0B
454 positions
#19Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$VZ$AMGN
$198M
58 positions
#20Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$AMGN$PLTR
$457M
139 positions
#21Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$STT$TMO
$829M
163 positions
#22Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$NOC$TMO
$534M
406 positions
#23CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$PNC$AMGN
$347M
97 positions
#24Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$D$TMO
$191M
114 positions
#25FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$IAU$STT$SGOL
$1.8B
360 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.