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Hedge Funds Similar to Aspen Wealth Strategies

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

Aspen Wealth Strategies, LLC is an institutional investor managing $207M across 89 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 Wealth Strategies are Socorro Asset, Aristotle, SPRING, with shared positions in $PNC, $APD, $XEL, $SLB, $MS, $NEE. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPActive
Notable overlap · 6 shared positions
$PNC$APD$XEL$SLB$MS$NEE
$223M
33 positions
#2Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$PNC$XEL$COF$APD$VZ$QCOM
$47.7B
212 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$DE$APD$VZ$KR$NEE$QCOM
$205M
55 positions
#4TriCert Investment Counsel Inc.Active
Notable overlap · 7 shared positions
$DE$SBUX$VZ$APD$DUK$MS
$1.1B
88 positions
#5MASTER'S WEALTH MANAGEMENT INC.Smart money
Notable overlap · 5 shared positions
$PNC$VZ$COP$MS$NEE
$332M
91 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PNC$SBUX$MS$NEE$QCOM
$1.2B
106 positions
#7CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$DE$PNC$VZ$KR$NEE
$1.1B
157 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$PNC$DE$DUK$VZ$COP
$347M
138 positions
#9Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DE$PNC$APD$NOC
$284M
73 positions
#10William B. Walkup & Associates, Inc.Passive
Some overlap · 7 shared positions
$COF$VZ$COP$MS$DE$NOC
$208M
258 positions
#11Networth Advisors, LLCActive
Some overlap · 6 shared positions
$PNC$COF$BA$MS$EOG$VZ
$172M
383 positions
#12VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$DE$XEL$DUK$COP$NEE$C
$5.0B
245 positions
#13Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DE$APD$DUK$EOG
$214M
33 positions
#14Flavin Financial Services, Inc.Passive
Some overlap · 6 shared positions
$PNC$NEE$VZ$NOC$COF$SBUX
$175M
81 positions
#15Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$PNC$VZ$DUK$COP$C$NOC
$739M
344 positions
#16MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$DE$XEL$DUK$COP$NEE$C
$491M
120 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DE$APD$SBUX$BA
$124M
100 positions
#18Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$PNC$APD$QCOM$NEE
$108M
52 positions
#19RE ADVISERS CORPActive
Some overlap · 5 shared positions
$DE$BA$COP$NOC$C
$4.0B
124 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$PNC$DE$C$VZ
$181M
81 positions
#21Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$PNC$NOC$VZ$QCOM
$226M
97 positions
#22Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$BA$MS$COF$NOC$C
$142M
106 positions
#23Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$DE$SBUX$BA$NEE$PNC
$319M
123 positions
#24MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$DE$PNC$COP$NEE$BHP
$330M
108 positions
#25VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$XEL$VZ$MS$NEE$C$QCOM
$1.1B
146 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.