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Hedge Funds Similar to Aspen ,

13F Portfolio OverlapQ1 2026Aspen , portfolio →
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Most similar hedge funds by 13F overlap

Aspen Capital Management, LLC is an institutional investor managing $404M across 77 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 Aspen , are Golden Bell Financial Planning, Dodds Wealth,, DecisionPoint Financial,, with shared positions in $USB, $AMN, $DOV, $BRZE, $LRCX, $DE. The full ranking of 25 similar funds is below.

#1Golden Bell Financial Planning LLCActive
Substantial overlap · 3 shared positions
$USB$AMN$DOV
$125M
37 positions
#2Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$DOV
$407M
51 positions
#3DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$BRZE$DOV
$464M
679 positions
#4NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$BRZE
$5.0B
51 positions
#5Legacy Edge Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$AMN$LRCX
$951M
223 positions
#6ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$AMN$DOV$BRZE
$112M
69 positions
#7Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DOV$DE
$368M
121 positions
#8Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$USB$AMN$DIA
$228M
72 positions
#9Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$LRCX$BRZE
$2.1B
152 positions
#10Bridgewater Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$DOV$DIA$MU
$1.7B
456 positions
#11Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$BRZE$ISRG
$236M
81 positions
#12Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$AMN$BRZE
$318M
87 positions
#13Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$USB$BRZE$LRCX
$822M
253 positions
#14Fortune 45 LLCActive
Notable overlap · 3 shared positions
$USB$DIA$DOV
$205M
39 positions
#15PRUDENTIAL PLCActive
Notable overlap · 4 shared positions
$USB$DOV$MU$LRCX
$17.1B
680 positions
#16MERIDIAN MANAGEMENT COActive
Notable overlap · 3 shared positions
$USB$KEYS$DE
$402M
81 positions
#17Summit Asset Management, LLCActive
Notable overlap · 3 shared positions
$USB$DIA$DE
$719M
172 positions
#18Passumpsic Savings Bank
Notable overlap · 4 shared positions
$USB$MU$BRZE$LRCX
$183M
90 positions
#19Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$USB$DOV$BRZE
$462M
228 positions
#20Essex LLCActive
Notable overlap · 3 shared positions
$USB$BRZE$DE
$566M
175 positions
#21Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$AMN$DOV$BRZE
$98M
68 positions
#22Evelyn Partners Asset Management LtdPassive
Some overlap · 3 shared positions
$USB$DOV$ISRG
$406M
308 positions
#23Hudock, Inc.Active
Some overlap · 3 shared positions
$USB$DIA$BRZE
$680M
200 positions
#24Morton Brown Family Wealth, LLCActive
Some overlap · 3 shared positions
$USB$AMN$BRZE
$378M
292 positions
#25Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$USB$DOV$LRCX$BRZE$DE
$313M
119 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.