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Hedge Funds Similar to Ares Financial Consulting

13F Portfolio OverlapQ3 2026Ares Financial Consulting portfolio →
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Most similar hedge funds by 13F overlap

Ares Financial Consulting, LLC is an institutional investor managing $145M across 1,069 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ares Financial Consulting are BCWM, FINANCIAL GROUP \\, Werlinich Asset, with shared positions in $NOC, $PFE, $MO, $UPS, $T, $GLDM. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 5 shared positions
$NOC$PFE$MO$UPS$T
$342M
57 positions
#2CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GLDM$PSA$MO$UPS$T
$191M
102 positions
#3Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$NOC$PFE$PSA$ASML
$258M
57 positions
#4Hollow Brook Wealth Management LLCActive
Some overlap · 4 shared positions
$GLDM$PFE$ASML$MCD
$504M
78 positions
#5Chatterton & Associates Inc.Active
Some overlap · 3 shared positions
$NOC$GLDM$ASML
$170M
101 positions
#6Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$MO$NOC$ASML
$170M
79 positions
#7Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$NOC$PSA$UPS$MCD
$185M
77 positions
#8Keystone Financial Planning, Inc.Active
Some overlap · 5 shared positions
$PFE$MO$UPS$MCD$T
$404M
39 positions
#9My Portfolio Guide, LLC
Slight overlap · 4 shared positions
$GLDM$PFE$MO$T
$181M
166 positions
#10KPP Advisory Services LLCPassive
Slight overlap · 4 shared positions
$GLDM$ASML$MO$T
$594M
320 positions
#11Ally Financial Inc.Active
Slight overlap · 4 shared positions
$PFE$NOC$UPS$MCD
$775M
131 positions
#12Innovative Wealth Building LLCSmart money
Slight overlap · 4 shared positions
$NOC$ASML$MCD$T
$181M
86 positions
#13HBW Advisory Services LLCPassive
Slight overlap · 5 shared positions
$ASML$MO$MCD$UPS$T
$1.0B
440 positions
#14Allen Capital Group, LLCPassive
Slight overlap · 3 shared positions
$GLDM$PFE$ASML
$1.2B
316 positions
#15Ted Buchan & CoActive
Slight overlap · 4 shared positions
$PFE$ASML$MO$UPS
$303M
94 positions
#16Glass Wealth Management Co LLCPassive
Slight overlap · 3 shared positions
$NOC$PFE$ASML
$299M
69 positions
#17ADVOCATE GROUP LLCPassive
Slight overlap · 4 shared positions
$PFE$PSA$UPS$MCD
$646M
122 positions
#18Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$NOC$PFE$MCD
$227M
73 positions
#19Stockman Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$PFE$ASML$UPS$MCD
$968M
178 positions
#20Wolff Financial Management LLCActive
Slight overlap · 4 shared positions
$PFE$MO$UPS$MCD
$494M
102 positions
#21PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 4 shared positions
$PFE$MO$UPS$MCD
$203M
118 positions
#22Beckerman Institutional, LLCActive
Slight overlap · 3 shared positions
$GLDM$PFE$MO
$210M
124 positions
#23Stegent Equity Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NOC$PSA$MO
$126M
93 positions
#241834 INVESTMENT ADVISORS COPassive
Slight overlap · 4 shared positions
$PFE$PSA$MO$T
$886M
232 positions
#25Stolper CoPassive
Slight overlap · 3 shared positions
$NOC$MO$UPS
$387M
90 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.