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Hedge Funds Similar to Aspect Partners

13F Portfolio OverlapQ3 2026Aspect Partners portfolio →
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Most similar hedge funds by 13F overlap

Aspect Partners, LLC is an institutional investor managing $264M across 681 U.S. equity positions as of Q3 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
$193M
68 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
$505M
45 positions
#4Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$SGOL$IAU
$473M
104 positions
#5Madden Advisory Services, Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$STT
$279M
110 positions
#6Eurizon Asset Management Hungary Ltd.Active
Notable overlap · 3 shared positions
$IAU$SGOL$PLTR
$94M
21 positions
#7Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$STT$PLTR
$216M
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
$127M
84 positions
#10Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$169M
81 positions
#11White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$SGOL$AMGN
$829M
148 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
$709M
91 positions
#14Foguth Wealth Management, LLC.Active
Notable overlap · 3 shared positions
$STT$IAU$PLTR
$986M
227 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
$714M
262 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
$462M
149 positions
#21Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$STT$TMO
$830M
159 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
$357M
86 positions
#24Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$D$TMO
$183M
113 positions
#25FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$STT$SGOL
$2.0B
420 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.