13F Pro

Hedge Funds Similar to Aspen

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

Most similar hedge funds by 13F overlap

Aspen Capital Management, LLC is an institutional investor managing $453M across 83 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 Aspen are FIDUCIARY ADVISORS, DAVIS SELECTED ADVISERS, VEGA INVESTMENT SOLUTIONS, with shared positions in $USB, $DOV, $DE, $TXN, $AXP, $HPE. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$USB$DOV$DE
$149M
155 positions
#2DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$USB$TXN$AXP
$23.3B
112 positions
#3VEGA INVESTMENT SOLUTIONSActive
Some overlap · 3 shared positions
$TXN$HPE$ISRG
$705M
144 positions
#4Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$TXN$DOV$DE$AXP
$1.1B
106 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$USB$TXN$SBUX
$1.2B
106 positions
#6Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$TXN$ISRG$USB$AXP
$1.2B
98 positions
#7Rothschild & Co Wealth Management UK LtdSmart money
Some overlap · 3 shared positions
$TXN$DE$AXP
$6.9B
25 positions
#8Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$TXN$DOV$SBUX
$497M
948 positions
#9Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$TXN$USB$ISRG
$44.4B
663 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$TXN$SBUX
$1.3B
58 positions
#11Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$TXN$ISRG$AXP
$1.7B
130 positions
#12Weitzel Financial Services, Inc.Active
Some overlap · 3 shared positions
$USB$DOV$DE
$294M
51 positions
#13MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$TXN$ISRG
$1.3B
81 positions
#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$TXN$USB$HPE
$1.5B
184 positions
#15NZS Capital, LLCActive
Some overlap · 3 shared positions
$TXN$ISRG$SHOP
$3.9B
61 positions
#16Jasper Ridge Partners, L.P.Smart money
Some overlap · 3 shared positions
$DOV$PAYO$RBLX
$4.7B
151 positions
#17Outlook Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$USB$DE
$310M
42 positions
#18Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DOV$TXN$A$KEYS$AXP
$418M
232 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$TXN$DE
$268M
50 positions
#20Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$USB$HPE$DE
$1.1B
34 positions
#21Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$TXN$DOV$AXP
$127M
65 positions
#22Probity Advisors, Inc.Active
Some overlap · 4 shared positions
$TXN$USB$DE$SBUX
$699M
232 positions
#23Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$TXN$KEYS$DE$ISRG
$329M
32 positions
#24Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$TXN$HPE$AXP
$226M
97 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$TXN$DOV$DE
$1.1B
157 positions

Compare Aspen’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 Aspen’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.