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Hedge Funds Similar to Aspen Investment

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

Aspen Investment Management Inc is an institutional investor managing $372M across 187 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 Investment are OF VIRGINIA, HAGER INVESTMENT SERVICES, CapWealth Advisors, with shared positions in $GLW, $AMGN, $PEP, $CSX, $WM, $WMB. The full ranking of 25 similar funds is below.

#1TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$GLW$AMGN$PEP$CSX$WM$WMB
$1.3B
220 positions
#2HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 6 shared positions
$GLW$MRVL$PWR$SCHW$SYK$PLTR
$217M
352 positions
#3CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$GLW$AMGN$PEP$SYK$WMB$PLTR
$1.3B
122 positions
#4Insight Inv LLCPassive
Some overlap · 5 shared positions
$GLW$MRVL$AMGN$PEP$JCI
$210M
108 positions
#5UNITED BANKActive
Some overlap · 5 shared positions
$GLW$AMGN$PEP$SYK$WM
$853M
130 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$AMGN$PEP$CSX$WM
$231M
125 positions
#7Oakmont Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLW$SCHW$PEP$SYK$WM
$148M
114 positions
#8MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GLW$PWR$CSX$WM$PLTR
$138M
62 positions
#9CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$GLW$PEP$JCI$WM$AMGN
$541M
111 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$AMGN$SCHW$PEP
$1.1B
120 positions
#11LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$PWR$JCI$CSX$TT
$320M
82 positions
#12FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$TT$SCHW$SYK
$118M
56 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$AMGN$PEP$SYK
$1.2B
611 positions
#14AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$GLW$PWR$SCHW$WM
$1.7B
100 positions
#15Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$MRVL$PWR$TT$SCHW$GLW$WMB
$1.1B
222 positions
#16CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 4 shared positions
$GLW$MRVL$JCI$PLTR
$171M
51 positions
#17PARTHENON LLCActive
Some overlap · 4 shared positions
$GLW$SCHW$PEP$SYK
$967M
129 positions
#18MEYER HANDELMAN COPassive
Some overlap · 4 shared positions
$GLW$AMGN$TT$PEP
$3.5B
274 positions
#19TKG Advisors, LLCPassive
Some overlap · 7 shared positions
$TT$AMGN$PEP$JCI$WM$WMB
$288M
94 positions
#20Hanson & Doremus Investment ManagementActive
Some overlap · 4 shared positions
$GLW$SCHW$AMGN$WM
$982M
493 positions
#21Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$GLW$SYK$PEP$WM
$146M
410 positions
#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$GLW$AMGN$SCHW$SYK$WM
$155M
88 positions
#23SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$AMGN$JCI$PEP
$1.7B
315 positions
#24Bank OZKPassive
Some overlap · 5 shared positions
$MRVL$AMGN$PWR$TT$CSX
$337M
159 positions
#25CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$GLW$AMGN$PWR
$236M
232 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.