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Hedge Funds Similar to Aspen Grove

13F Portfolio OverlapQ2 2026Aspen Grove portfolio →
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Most similar hedge funds by 13F overlap

Aspen Grove Capital, LLC is an institutional investor managing $694M across 214 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 Grove are Ruane, Cunniff & Goldfarb, 11 Partners, BISLETT, with shared positions in $FWONA, $LBRDA, $DOV, $AXON, $BX, $SIRI. The full ranking of 25 similar funds is below.

#1Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 3 shared positions
$FWONA$LBRDA$DOV
$6.4B
54 positions
#211 Capital Partners LPActive
Notable overlap · 3 shared positions
$FWONA$AXON$BX
$368M
22 positions
#3BISLETT MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$FWONA$LBRDA$SIRI
$148M
18 positions
#4BENNETT SELBY INVESTMENTS LPActive
Some overlap · 3 shared positions
$BKNG$WFC$UBER
$313M
85 positions
#5Dorsey Asset Management, LLCSmart money
Some overlap · 3 shared positions
$BKNG$LYV$UBER
$1.6B
11 positions
#6EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXON$BX$DELL$BNY
$9.7B
90 positions
#7Oregon Pacific Wealth Management, LLCActive
Some overlap · 3 shared positions
$BKNG$BNY$WFC
$107M
115 positions
#8Keystone Financial ServicesActive
Some overlap · 3 shared positions
$BKNG$BNY$WFC
$388M
131 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$BKNG$BNY$WFC
$637M
125 positions
#10Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$DOV$BKNG$LULU
$182M
107 positions
#11ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$AXON$DELL$RKLB$UBER
$4.4B
109 positions
#12Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive
Some overlap · 5 shared positions
$AXON$RY$BKNG$BNY$UBER
$220M
65 positions
#13McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DOV$BNY$MS$DELL
$1.9B
322 positions
#14Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$BKNG$BNY$WFC
$186M
135 positions
#15Coordinated Financial Services, Inc.
Some overlap · 5 shared positions
$DOV$WFC$MS$PFE$BX
$174M
176 positions
#16Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$FWONA$BKNG$LYV$DELL$UBER
$1.7B
70 positions
#17Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DOV$MS$WFC$PFE
$151M
58 positions
#18Blue Sparrow, LLC /DEActive
Some overlap · 3 shared positions
$BKNG$MS$DELL
$10.3B
126 positions
#19WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$LBRDA$FWONA$WFC$SIRI$LYV
$292M
78 positions
#20Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$AXON$UBER
$161M
666 positions
#21Financial Plan, Inc.Smart money
Some overlap · 3 shared positions
$DOV$BNY$MS
$1.1B
95 positions
#22FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BKNG$BNY$WFC
$355M
257 positions
#23C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$DOV$BNY$MS$DELL
$245M
494 positions
#24DODGE & COXActive
Some overlap · 3 shared positions
$BKNG$BNY$WFC
$191.0B
222 positions
#25Unique Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$BKNG$BNY$WFC$DELL
$275M
223 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.