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Hedge Funds Similar to Aspetuck Financial

13F Portfolio OverlapQ1 2026Aspetuck Financial portfolio →
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Most similar hedge funds by 13F overlap

Aspetuck Financial Management LLC is an institutional investor managing $146M across 75 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 Aspetuck Financial are ARS Investment Partners,, Joseph Group, Miller Partners,, with shared positions in $LRCX, $MPC, $FCX, $VRT, $NOC, $VST. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive
Notable overlap · 7 shared positions
$LRCX$MPC$FCX$VRT$NOC$VST
$1.9B
182 positions
#2Joseph Group Capital ManagementPassive
Notable overlap · 5 shared positions
$MPC$LRCX$GLDM$WT$HUM
$400M
379 positions
#3Miller Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$LRCX$HUM$MPC
$208M
262 positions
#4Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$HUM$LRCX$WT$FCX$LMT
$405M
175 positions
#5Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$HUM$GLDM$WT$COP
$469M
151 positions
#6Sitrin Capital Management LLCPassive
Some overlap · 4 shared positions
$LRCX$MPC$LMT$VST
$200M
39 positions
#7Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$LRCX$HUM$NEE$WT
$1.1B
244 positions
#8Fusion Capital, LLCActive
Some overlap · 3 shared positions
$LRCX$HUM$SCHW
$371M
104 positions
#9McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$LRCX$WT$LMT$SCHW
$885M
121 positions
#10DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LRCX$RMBS$VRT$VST
$158M
39 positions
#11Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$LRCX$MPC$HUM
$707M
31 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$HUM$GLDM$MPC$COP
$356M
180 positions
#13SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$LRCX$HUM$VST$NEM
$106M
89 positions
#14Seek First Inc.Active
Some overlap · 4 shared positions
$LRCX$WT$GLDM$HUM
$142M
58 positions
#15Gilliland Jeter Wealth Management LLCPassive
Some overlap · 4 shared positions
$HUM$MPC$LRCX$COP
$338M
184 positions
#16Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$LRCX$MPC$WT
$116M
75 positions
#17American Trust Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$LRCX$COP$LMT$SCHW
$181M
76 positions
#18Resurgent Financial Advisors LLCPassive
Some overlap · 6 shared positions
$HUM$WT$COP$MPC$MO$NEE
$277M
260 positions
#19KWMG, LLCActive
Some overlap · 6 shared positions
$LRCX$COP$MPC$MO$DVN$SCHW
$1.2B
147 positions
#20New Perspectives, IncSmart money
Some overlap · 3 shared positions
$HUM$GLDM$WT
$289M
44 positions
#21FIDELIS iM, LLCSmart money
Some overlap · 4 shared positions
$HUM$WT$COP$SCHW
$264M
25 positions
#22Farrell Financial LLCPassive
Some overlap · 4 shared positions
$HUM$WT$COP$SCHW
$167M
76 positions
#23Scott & Selber, Inc.Active
Some overlap · 5 shared positions
$LRCX$HUM$COP$DVN$SCHW
$387M
91 positions
#24ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 6 shared positions
$MPC$COP$EOG$FCX$DVN$NEM
$863M
54 positions
#25Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$GLDM$EOG$MO$SCHW
$163M
67 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.