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Hedge Funds Similar to ASL Financial,

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

ASL Financial, LLC is an institutional investor managing $125M across 91 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 ASL Financial, are Pinnacle Financial Group, / IL, Five Pine Wealth, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $MKL, $IAU, $WT, $MS, $BRZE, $AMGN. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 5 shared positions
$MKL$IAU$WT$MS$BRZE
$365M
111 positions
#2Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$IAU$BRZE
$161M
47 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$MKL$IAU$BRZE
$578M
118 positions
#4MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 6 shared positions
$MKL$WT$AMGN$IBM$LOW$ABT
$240M
234 positions
#5Cardinal Point Capital Management, ULCActive
Notable overlap · 4 shared positions
$MKL$IAU$WT$IBM
$1.6B
286 positions
#6NewSquare Capital LLCPassive
Notable overlap · 4 shared positions
$MKL$WT$AMGN$IBM
$1.2B
211 positions
#7CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$MKL$AGQ$IBM$BRZE$MS
$648M
134 positions
#8St. Louis Trust CoActive
Notable overlap · 5 shared positions
$MKL$EPAM$MDLZ$LOW$BRZE
$856M
145 positions
#9LRI Investments, LLCActive
Notable overlap · 4 shared positions
$MKL$IAU$WT$GLW
$1.1B
1,415 positions
#10WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$MKL$WT$EPAM$IBM
$1000M
94 positions
#11Glassman Wealth ServicesSmart money
Some overlap · 4 shared positions
$MKL$WT$BRZE$MS
$736M
187 positions
#12Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$MKL$IAU$EPAM
$480M
160 positions
#13Williams Financial, LLCSmart money
Some overlap · 3 shared positions
$MKL$WT$IBM
$172M
25 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$MKL$IAU$BRZE$IBM$LOW
$1.1B
121 positions
#15VERITY Wealth AdvisorsActive
Some overlap · 4 shared positions
$MKL$EPAM$BRZE$WT
$150M
81 positions
#16Triune Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$MKL$EPAM$IBM
$421M
47 positions
#17Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$EPAM$IBM$LOW
$5.3B
399 positions
#18Tolleson Wealth Management, Inc.
Some overlap · 3 shared positions
$MKL$EPAM$BRZE
$693M
92 positions
#19FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$MS$BRZE
$342M
115 positions
#20Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$WT$AMGN
$678M
190 positions
#21Blankinship & Foster, LLCSmart money
Some overlap · 4 shared positions
$MKL$BRZE$ABT$IBM
$452M
75 positions
#22Sandy Cove Advisors, LLCPassive
Some overlap · 3 shared positions
$MKL$MS$IBM
$334M
144 positions
#23VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$MKL$IBM$WFC
$335M
505 positions
#24Archvest Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MKL$IBM$BRZE
$155M
74 positions
#25Capstone Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$MKL$IAU$LOW
$118M
38 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.