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Hedge Funds Similar to ASL Financial

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

ASL Financial, LLC is an institutional investor managing $146M across 98 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 ASL Financial are TENET WEALTH PARTNERS, LIFELONG WEALTH ADVISORS, ACORN FINANCIAL ADVISORY SERVICES, with shared positions in $IAU, $WFC, $LOW, $ETN, $GLW, $ABT. The full ranking of 25 similar funds is below.

#1TENET WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$WFC$LOW$ETN
$142M
107 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 4 shared positions
$IAU$GLW$WFC$ABT
$432M
104 positions
#3ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$GLW$ETN
$753M
223 positions
#4Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMGN$LOW
$346M
194 positions
#55T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$ETN
$269M
134 positions
#6CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$WFC
$616M
107 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMGN$ETN
$227M
73 positions
#8FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$ABT$ETN
$1.3B
157 positions
#9Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$ETN
$84M
36 positions
#10Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$WFC
$284M
112 positions
#11Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$GLW$AMGN
$200M
157 positions
#12Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$FSCO
$440M
136 positions
#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$IAU$AMGN$WFC
$1.4B
144 positions
#14BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$AMGN$ETN
$2.7B
804 positions
#15Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$GLW$ETN
$220M
150 positions
#16Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$GLW$AMGN$LOW$ABT
$1.4B
275 positions
#17A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$AMGN$LOW$ETN
$153M
76 positions
#18Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$LOW
$814M
61 positions
#19North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$AMGN$WFC$ABT
$121M
106 positions
#20SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$IAU$GLW$WFC
$216M
77 positions
#21ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$GLW
$112M
236 positions
#22Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$GLW$LOW
$1.2B
127 positions
#23Keystone Financial ServicesActive
Some overlap · 3 shared positions
$IAU$WFC$GLW
$388M
131 positions
#24TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$IAU$LOW$AMGN
$1.7B
347 positions
#25Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$ETN
$710M
193 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.