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 Aspire Growth Partners

13F Portfolio OverlapQ1 2026Aspire Growth Partners portfolio →

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Most similar hedge funds by 13F overlap

Aspire Growth Partners LLC is an institutional investor managing $146M across 121 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 Aspire Growth Partners are Bowman & S.C., Wealth Intelligence,, Comprehensive Financial Consultants Institutional,, with shared positions in $MPC, $TT, $ETN, $ADI, $MSI, $GEV. The full ranking of 25 similar funds is below.

#1Bowman & Co S.C.

Notable overlap · 11 shared positions

$MPC $TT $ETN $ADI $MSI $GEV

$237M

118 positions

#2Wealth Intelligence, LLCActive

Some overlap · 9 shared positions

$MPC $ETN $ADI $LMT $MSI $CME

$208M

58 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 8 shared positions

$MPC $ETN $GEV $ADI $MSI $CME

$337M

193 positions

#4Invera Wealth Advisors, LLCPassive

Some overlap · 9 shared positions

$MPC $TT $ETN $GEV $MSI $CME

$156M

98 positions

#5MEYER HANDELMAN COActive

Some overlap · 6 shared positions

$MPC $IBM $TT $ETN $GEV $TJX

$3.2B

220 positions

#6HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 7 shared positions

$MPC $TT $ETN $ADI $MSI $CME

$419M

144 positions

#7Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $ADI $MSI $CME $TJX

$601M

149 positions

#8Tulsa Wealth Advisors, INCActive

Some overlap · 8 shared positions

$MPC $ETN $ADI $MSI $CME $TT

$570M

150 positions

#9Harbour Wealth Management Group, Inc.Passive

Some overlap · 9 shared positions

$TT $ETN $MSI $MPC $TJX $APD

$133M

89 positions

#10CrossGen Wealth, LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $MSI $CME $TJX $APD

$114M

200 positions

#11Phoenix Wealth AdvisorsActive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $CME $APD

$253M

126 positions

#12Trust Investment AdvisorsPassive

Some overlap · 7 shared positions

$IBM $TT $ETN $MSI $T $TJX

$171M

89 positions

#13Scissortail Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $CME $APD

$498M

115 positions

#14ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$MPC $ETN $GEV $MU $CRM $IBM

$1.9B

182 positions

#15SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 9 shared positions

$MSI $ADI $ETN $MPC $CME $TJX

$199M

97 positions

#16Cartenna Capital, LPPassive

Some overlap · 6 shared positions

$LMT $TT $ETN $ADI $MSI $GM

$2.7B

47 positions

#17GROUPAMA ASSET MANAGMENTActive

Some overlap · 7 shared positions

$HAL $GEV $MSI $T $MU $CME

$6.8B

395 positions

#18Winthrop Partners - WNY, LLCPassive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $CME $APD

$188M

87 positions

#19Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 6 shared positions

$MPC $ETN $MSI $ADI $CME $APD

$224M

71 positions

#20Alpha Omega Wealth Management LLCPassive

Some overlap · 4 shared positions

$MPC $IBM $ETN $T

$617M

206 positions

#21CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$MPC $LMT $ETN $GM $AMD

$1.0B

93 positions

#22GDS Wealth ManagementActive

Some overlap · 7 shared positions

$TT $GEV $ADI $MU $TJX $CRM

$1.7B

200 positions

#23Wahed Invest LLCPassive

Some overlap · 8 shared positions

$GEV $IBM $MU $T $TJX $CRM

$770M

225 positions

#24Alphadyne Asset Management LPPassive

Some overlap · 6 shared positions

$MPC $LMT $ADI $MU $CME $CRM

$5.8B

876 positions

#25Western Financial Corp/CAActive

Some overlap · 6 shared positions

$LMT $GEV $ADI $MU $GM $AMD

$255M

127 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.