How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Aspetuck Financial

13F Portfolio OverlapQ2 2026Aspetuck Financial portfolio →

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Most similar hedge funds by 13F overlap

Aspetuck Financial Management LLC is an institutional investor managing $170M across 79 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 Aspetuck Financial are My Portfolio Guide, ARS Investment Partners, ADAMS NATURAL RESOURCES FUND, with shared positions in $GLDM, $QCOM, $MO, $COP, $VRT, $LMT. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC

Notable overlap · 6 shared positions

$GLDM $QCOM $MO $COP $VRT $LMT

$181M

166 positions

#2ARS Investment Partners, LLCActive

Some overlap · 7 shared positions

$MPC $VRT $FCX $VST $BLK $BX

$2.3B

181 positions

#3ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 6 shared positions

$MPC $COP $FCX $EOG $DVN $NEM

$763M

51 positions

#4Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MPC $GLDM $COP $BLK $BX

$412M

181 positions

#5TOEWS CORP /ADVActive

Some overlap · 7 shared positions

$MO $MPC $COP $QCOM $FCX $BX

$686M

151 positions

#6MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Some overlap · 5 shared positions

$MPC $MO $COP $BX $NEM

$167M

84 positions

#7BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$QCOM $COP $FCX $EOG $VST $BLK

$679M

104 positions

#8O'Domhnaill Enterprises, Inc.Passive

Some overlap · 5 shared positions

$MPC $MO $LMT $NOC $NEM

$125M

61 positions

#9GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$MPC $QCOM $DVN $SCHW

$906M

153 positions

#10Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$QCOM $MO $COP $ASML $NEE

$226M

42 positions

#11WEST MICHIGAN ADVISORS, LLCPassive

Some overlap · 6 shared positions

$QCOM $MO $MPC $EOG $NEM $NEE

$455M

298 positions

#12SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 6 shared positions

$MPC $VRT $CRWD $VST $COP $NEE

$530M

308 positions

#13Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$MPC $QCOM $CRWD

$181M

73 positions

#14Tamar Securities, LLCActive

Some overlap · 6 shared positions

$QCOM $FCX $VST $LMT $ASML $NEM

$1.1B

98 positions

#15SNS Financial Group, LLCPassive

Some overlap · 5 shared positions

$GLDM $CRWD $FCX $BLK $LMT

$5.2B

549 positions

#16SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$GLDM $VRT $VST $BLK $CRWD

$5.6B

669 positions

#17NEW WAVE WEALTH ADVISORS LLCPassive

Some overlap · 7 shared positions

$MPC $VRT $FCX $DVN $VST $NEM

$367M

204 positions

#18Capital Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$QCOM $MO $LMT $ASML $NEM

$7.6B

789 positions

#19Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$QCOM $MPC $LMT $SCHW $NEE

$111M

62 positions

#20Mission Creek Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$GLDM $VRT $FCX $ASML $NEE

$569M

231 positions

#21FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 5 shared positions

$GLDM $VRT $EOG $ASML $NEE

$1.7B

208 positions

#22DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$RMBS $VRT $VST $ASML

$220M

35 positions

#23Philip James Wealth Mangement, LLCActive

Some overlap · 4 shared positions

$QCOM $MO $COP $DVN

$888M

151 positions

#24Cullen Capital Management, LLCActive

Some overlap · 4 shared positions

$QCOM $MO $COP $NEE

$10.2B

208 positions

#25Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $QCOM $VST

$414M

74 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.