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Hedge Funds Similar to ASO GROUP Ltd

13F Portfolio OverlapQ2 2026ASO GROUP Ltd portfolio →
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Most similar hedge funds by 13F overlap

ASO GROUP Ltd is an institutional investor managing $236M across 56 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 ASO GROUP Ltd are DMKC Advisory Services, Summit Financial Wealth Advisors, Allied Investment Advisors, with shared positions in $MMM, $LMT, $USB, $MDT, $SHEL, $PM. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$MMM$LMT$USB$MDT$SHEL
$530M
92 positions
#2Summit Financial Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$MMM$LMT$USB$PM
$782M
225 positions
#3Allied Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$MMM$LMT$MDT$USB$SHEL
$797M
110 positions
#4EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$BN$VNT$MDT$LMT
$842M
118 positions
#5Corundum Group, Inc.Active
Notable overlap · 4 shared positions
$MMM$LMT$USB$BMY
$337M
112 positions
#6SCHARF INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$BN$ZTS$LMT$A$CVS
$3.0B
79 positions
#7Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$LMT$MDT$USB$CI$GILD$ELV
$159M
62 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MMM$MDT$USB$BDX
$606M
79 positions
#9Hikari Tsushin, Inc.Smart money
Some overlap · 16 shared positions
$ZTS$MMM$LMT$MDT$WAT$AME
$1.5B
76 positions
#10Arlington Partners LLCActive
Some overlap · 7 shared positions
$SOLV$MDT$ZTS$PM$BTI$SPGI
$55M
64 positions
#11DODGE & COXActive
Some overlap · 7 shared positions
$FTV$BN$CI$BUD$GILD$CVS
$191.0B
222 positions
#12Somerset Group LLCActive
Some overlap · 3 shared positions
$MMM$USB$SPGI
$142M
58 positions
#13VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 5 shared positions
$BN$VNT$CI$FTV$ELV
$473M
120 positions
#14NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$USB$LMT$CI$BDX$SHEL$CVS
$863M
131 positions
#15Keystone Financial Planning, Inc.Active
Some overlap · 7 shared positions
$MDT$USB$PM$BTI$LMT$BMY
$388M
39 positions
#16Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$MMM$BN$USB$MDT
$122M
352 positions
#17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$USB$MDT$CI$KHC$SHEL$ELV
$34.3B
462 positions
#18InvesTrustPassive
Some overlap · 6 shared positions
$MMM$USB$PM$SHEL$BMY$CVS
$260M
95 positions
#19ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$MMM$USB$PM
$102M
87 positions
#20Hillman Capital Management, Inc.Passive
Some overlap · 7 shared positions
$USB$KHC$BDX$BMY$CVS$VEEV
$138M
54 positions
#21Kiltearn Partners LLPActive
Some overlap · 5 shared positions
$SOLV$MDT$CI$GILD$CVS
$412M
29 positions
#22A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MDT$LMT$BDX$J
$156M
104 positions
#23Old North State Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDT$KHC$BDX$GILD$VEEV
$234M
112 positions
#24Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ZTS$BN$MMM
$204M
66 positions
#25Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$USB$LMT$MDT$BUD
$762M
267 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.