13F Pro

Hedge Funds Similar to ACCESS FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026ACCESS FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ACCESS FINANCIAL SERVICES, INC. is an institutional investor managing $305M across 103 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 ACCESS FINANCIAL SERVICES are DB Fitzpatrick, Stack Financial, O'Brien Greene, with shared positions in $PWR, $APD, $RSG, $FTNT, $LMT, $AMGN. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$PWR$APD$RSG$FTNT$LMT$AMGN
$124M
100 positions
#2Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$PWR$CBOE$EOG$LMT$BKR
$1.3B
54 positions
#3O'Brien Greene & Co. IncPassive
Notable overlap · 4 shared positions
$VLO$CBOE$EOG$AMGN
$362M
141 positions
#4FourThought Financial Partners, LLCPassive
Notable overlap · 6 shared positions
$KLAC$LMT$APD$AMGN$FTNT$LOW
$1.3B
393 positions
#5Boomfish Wealth Group, LLCPassive
Notable overlap · 5 shared positions
$KLAC$LMT$FTNT$AMGN$LOW
$220M
95 positions
#6Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$KLAC$FTNT$PWR$CBOE
$624M
96 positions
#7AMERICAN NATIONAL BANK & TRUSTPassive
Notable overlap · 5 shared positions
$KLAC$LMT$VLO$AMGN$APD
$1.2B
631 positions
#8MinichMacGregor Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$VLO$KLAC$LMT
$659M
150 positions
#9ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 4 shared positions
$VLO$EOG$BKR$APD
$763M
51 positions
#10PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$1.0B
213 positions
#11BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$APD
$414M
106 positions
#12MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$BKR
$296M
104 positions
#13Paradiem, LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$FAST$FTNT
$464M
68 positions
#14EVEXIA WEALTH LLCPassive
Some overlap · 5 shared positions
$KLAC$RSG$EOG$LOW$PWR
$369M
77 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$FTNT$VLO
$181M
73 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$489M
619 positions
#17TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 3 shared positions
$KLAC$VLO$LOW
$211M
127 positions
#18Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$BKR$EOG$APD$WSO
$312M
102 positions
#19S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$LOW$FAST
$379M
88 positions
#20Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$LOW
$1.3B
218 positions
#21CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FTNT$PWR$APD
$456M
67 positions
#22BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$KLAC$EOG$LMT$AMGN
$404M
99 positions
#23JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$APD$AMGN$LOW
$1.1B
231 positions
#24Visualize Group LPActive
Some overlap · 3 shared positions
$PWR$BKR$RSG
$291M
11 positions
#25GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FTNT$KLAC$AMGN
$145M
1,064 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.