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Hedge Funds Similar to Ariston Services Group

13F Portfolio OverlapQ3 2026Ariston Services Group portfolio →
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Most similar hedge funds by 13F overlap

Ariston Services Group is an institutional investor managing $178M across 72 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 Ariston Services Group are Ackerman Advisors, CARL STUART INVESTMENT ADVISOR, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $IAU, $ET, $COP, $WMB, $SCHW, $BA. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$ET$COP
$497M
120 positions
#2CARL STUART INVESTMENT ADVISOR, INCActive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$249M
21 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$IAU$SCHW$COP$BA
$637M
125 positions
#4SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$QCOM$APD
$298M
135 positions
#5Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$CVS$TMO
$183M
113 positions
#6Mader & Shannon Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$IAU$TMO$MLM
$214M
21 positions
#7Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DE$MLM
$246M
210 positions
#8Bull Oak Capital, LLCActive
Notable overlap · 3 shared positions
$IAU$QCOM$TRV
$306M
39 positions
#9Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$SPCX$BX
$2.8B
691 positions
#10Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$BX$COP
$200M
157 positions
#11Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$PH$BX
$308M
152 positions
#12WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DE$COP
$317M
129 positions
#13Sage Investment Advisers LLCPassive
Notable overlap · 5 shared positions
$IAU$BA$PH$DE$MLM
$154M
96 positions
#14Meridian Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$APD$TMO$ORLY
$880M
211 positions
#15Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$SPCX$BX$SCHW
$405M
118 positions
#16Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$TRV$CVS
$346M
194 positions
#17PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$IAU$SCHW$DE$MCHP
$2.8B
186 positions
#18Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 4 shared positions
$IAU$BX$SCHW$ORLY
$197M
143 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$IAU$ET$WMB$BA$TMO$DE
$769M
225 positions
#20Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$TMO$DE
$534M
406 positions
#21TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$WEC$DE
$142M
107 positions
#22Regatta Research & Money ManagementPassive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$106M
495 positions
#23Oxbow Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$ET$BA$COP
$1.2B
265 positions
#24Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$TMO$DE
$281M
154 positions
#25Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$ET$QCOM
$127M
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.