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 OverlapQ2 2026Aspire Growth Partners portfolio →

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Most similar hedge funds by 13F overlap

Aspire Growth Partners LLC is an institutional investor managing $172M across 128 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 Aspire Growth Partners are Tulsa Wealth Advisors, Wealth Intelligence, Comprehensive Financial Consultants Institutional, with shared positions in $MPC, $ETN, $ADI, $TT, $MSI, $APD. The full ranking of 25 similar funds is below.

#1Tulsa Wealth Advisors, INCActive

Notable overlap · 8 shared positions

$MPC $ETN $ADI $TT $MSI $APD

$710M

166 positions

#2Wealth Intelligence, LLCActive

Notable overlap · 8 shared positions

$MPC $ETN $ADI $MSI $LMT $APD

$215M

59 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 7 shared positions

$MPC $ETN $ADI $TT $MSI $APD

$378M

205 positions

#4HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $TT $ADI $MSI $APD

$461M

144 positions

#5Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$MPC $ETN $ADI $MSI $APD $TJX

$655M

161 positions

#6CrossGen Wealth, LLCPassive

Some overlap · 7 shared positions

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

$129M

214 positions

#7Phoenix Wealth AdvisorsActive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $APD $UNP

$297M

129 positions

#8Scissortail Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $APD $UNP

$520M

106 positions

#9Winthrop Partners - WNY, LLCPassive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $APD $UNP

$202M

87 positions

#10Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $APD $UNP

$251M

74 positions

#11CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 6 shared positions

$MPC $ETN $ADI $MSI $APD $UNP

$1.0B

300 positions

#12Harbour Wealth Management Group, Inc.Active

Some overlap · 7 shared positions

$ETN $TT $MSI $MPC $ADI $APD

$148M

89 positions

#13Invera Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

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

$186M

132 positions

#14Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$ETN $TT $MPC $ADI $APD $UNP

$421M

225 positions

#15TMB Capital Partners, LLCPassive

Some overlap · 5 shared positions

$MPC $ETN $ADI $MSI $UNP

$321M

177 positions

#16SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 7 shared positions

$ADI $ETN $MSI $MPC $TT $TJX

$222M

100 positions

#17WETZEL INVESTMENT ADVISORS, INC.Active

Some overlap · 5 shared positions

$MPC $ETN $TT $MSI $UNP

$289M

139 positions

#18Shoker Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$MPC $LMT $ADI $UNP

$398M

113 positions

#19CAPITAL CITY TRUST CO/FLPassive

Some overlap · 5 shared positions

$MPC $ETN $LMT $TJX $UNP

$482M

129 positions

#20LightSquare Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MPC $ETN $ADI $APD $UNP

$145M

104 positions

#21Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$ETN $TT $ADI $TJX $UNP

$113M

58 positions

#22Challenger Wealth ManagementActive

Some overlap · 4 shared positions

$MPC $TT $LMT $TJX

$136M

65 positions

#23CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$MPC $ETN $LMT $GM

$1.3B

88 positions

#24Meridian Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $MPC $TT $APD $ADI

$880M

211 positions

#25Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$ETN $LMT $ADI $APD

$214M

33 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.