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Hedge Funds Similar to Ascent Advisors

13F Portfolio OverlapQ2 2026Ascent Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ascent Advisors, LLC is an institutional investor managing $87M across 54 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 Ascent Advisors are Valtinson Bruner Financial Planning, Birchwood Financial Partners, with shared positions in $GGG, $XEL, $STX. The full ranking of 2 similar funds is below.

#1Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$GGG$XEL$STX
$399M
189 positions
#2Birchwood Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$XEL$GGG$STX
$122M
352 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.