13F Pro

Hedge Funds Similar to Ascent Advisors,

13F Portfolio OverlapQ1 2026Ascent Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ascent Advisors, LLC is an institutional investor managing $54M across 40 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 Ascent Advisors, are Mosaic Advisors, J.Safra Asset, Grange ,, with shared positions in $MKL, $SHW, $AMD, $GSAT, $APP, $OKTA. The full ranking of 25 similar funds is below.

#1Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$MKL$SHW$AMD
$67M
42 positions
#2J.Safra Asset Management CorpActive
Notable overlap · 4 shared positions
$MKL$SHW$GSAT$APP
$1.9B
615 positions
#3Grange Capital, LLCActive
Some overlap · 3 shared positions
$MKL$GSAT$AMD
$100M
46 positions
#4Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$MKL$SHW$GSAT
$224M
60 positions
#5ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$MKL$SHW$APP
$229M
75 positions
#6IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$AMD
$446M
95 positions
#7Rezny Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SHW$OKTA$AMD
$464M
38 positions
#8Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$MKL$GSAT
$619M
255 positions
#9SAGE FINANCIAL GROUP INCSmart money
Some overlap · 3 shared positions
$MKL$GSAT$SHW
$1.5B
107 positions
#10Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$OKTA$AMD
$105M
81 positions
#11Concentrum Wealth ManagementActive
Some overlap · 3 shared positions
$SHW$AMD$GSAT
$339M
111 positions
#12MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MKL$SHW$OKTA$GSAT
$147M
52 positions
#13Summit Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$SHW$GSAT
$7.8B
1,397 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$APP$OKTA$AMD$PH
$2.0B
162 positions
#15MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$AMD$GSAT
$508M
88 positions
#16Bright Futures Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$SHW$OKTA$GSAT
$146M
188 positions
#17Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$SHW$GSAT$AMD
$73M
354 positions
#18MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SHW$AMD$OKTA
$2.8B
64 positions
#19Cannon Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$MKL$APP
$135M
87 positions
#20Adams Wealth ManagementPassive
Some overlap · 3 shared positions
$MKL$AMD$OKTA
$455M
145 positions
#21DAVENPORT & Co LLCPassive
Some overlap · 3 shared positions
$MKL$SHW$OKTA
$18.4B
1,302 positions
#22Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$SHW$GSAT$AMD
$457M
123 positions
#23BW Gestao de Investimentos Ltda.Passive
Some overlap · 4 shared positions
$GSAT$SHW$PH$XEL
$3.0B
270 positions
#24CacheTech Inc.Passive
Some overlap · 3 shared positions
$MKL$AMD$OKTA
$519M
177 positions
#25TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$SHW$OKTA$XEL
$778M
133 positions

Compare Ascent Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ascent Advisors,’s holdings

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.