13F Pro

Hedge Funds Similar to Ascent Group

13F Portfolio OverlapQ2 2026Ascent Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ascent Group, LLC is an institutional investor managing $3.3B across 808 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 Group are BLALOCK WILLIAMS, Giverny, Salvus Wealth, with shared positions in $ANET, $SCHW, $PM, $KLAC, $KNSL, $PGR. The full ranking of 25 similar funds is below.

#1BLALOCK WILLIAMS, LLCPassive
Some overlap · 10 shared positions
$ANET$SCHW$PM$KLAC$KNSL$PGR
$154M
154 positions
#2Giverny Capital Inc.Active
Some overlap · 8 shared positions
$ANET$SCHW$KNSL$PGR$MEDP$WSO
$3.0B
51 positions
#3Salvus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ANET$SCHW$KNSL$PGR$AXP
$178M
125 positions
#4TIMUCUAN ASSET MANAGEMENT INC/FLActive
Some overlap · 5 shared positions
$ANET$SCHW$KNSL$PGR$AXP
$2.7B
27 positions
#5Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$KLAC$MEDP$AXP
$2.5B
166 positions
#6Aviance Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ANET$SCHW$PGR$KLAC$AXP
$963M
388 positions
#7Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$ANET$SCHW$PGR$AXP$PM
$410M
97 positions
#8Van Diest Capital, LLCPassive
Some overlap · 4 shared positions
$ANET$SCHW$PM$KLAC
$112M
176 positions
#9DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 4 shared positions
$ANET$SCHW$PM$PGR
$2.4B
123 positions
#10CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ANET$SCHW$KLAC$AXP
$195M
67 positions
#11RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ANET$SCHW$KLAC$AXP
$2.5B
234 positions
#12ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$ANET$SCHW$KLAC$AXP
$130M
106 positions
#13Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ANET$PM$KLAC$IAU
$345M
111 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ANET$PM$KLAC$AXP
$284M
73 positions
#15Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$PM$KLAC$AXP
$1.1B
215 positions
#16MARKEL GROUP INC.Active
Some overlap · 5 shared positions
$SCHW$PGR$AXP$WSO$HEI
$13.1B
130 positions
#17GLR Partners, LLCPassive
Some overlap · 4 shared positions
$ANET$KLAC$IAU$MEDP
$215M
111 positions
#18Hilltop National BankPassive
Some overlap · 4 shared positions
$ANET$KLAC$IAU$AXP
$468M
805 positions
#19Bensler, LLCPassive
Some overlap · 4 shared positions
$ANET$KLAC$PGR$AXP
$1.1B
198 positions
#20PeakShares LLCActive
Some overlap · 4 shared positions
$ANET$KLAC$PGR$AXP
$134.4B
122 positions
#21J2 Capital Management IncActive
Some overlap · 5 shared positions
$KNSL$IAU$PGR$MEDP$HEI
$149M
123 positions
#22FIRST FOUNDATION ADVISORSActive
Some overlap · 5 shared positions
$SCHW$PM$IAU$MEDP$ANET
$2.8B
354 positions
#23GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$ANET$SCHW$PM
$2.2B
268 positions
#24Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$ANET$KLAC$PGR$HEI
$452M
134 positions
#25Kinsale Capital Group, Inc.Active
Slight overlap · 4 shared positions
$SCHW$PM$PGR$HEI
$754M
41 positions

Compare Ascent Group’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 Group’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.