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Hedge Funds Similar to Aspire Advisors

13F Portfolio OverlapQ2 2026Aspire Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aspire Capital Advisors LLC is an institutional investor managing $514M across 134 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 Aspire Advisors are Eliot Finkel Investment Counsel, WASHINGTON BANK, Pacific Sage Partners, with shared positions in $CHRW, $PCAR, $DE, $GLW, $AMGN, $SBUX. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$CHRW$PCAR$DE$GLW$AMGN
$214M
33 positions
#2WASHINGTON TRUST BANKPassive
Some overlap · 5 shared positions
$SBUX$PCAR$DE$GLW$PLTR
$1.4B
206 positions
#3Pacific Sage Partners, LLCActive
Some overlap · 6 shared positions
$SBUX$BA$DE$PCAR$AFRM$AMGN
$772M
144 positions
#4Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$CHRW$SBUX$AMGN
$1.8B
44 positions
#5Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$SBUX$PCAR$BA$AMGN
$171M
66 positions
#6Wayfinding Financial, LLCPassive
Some overlap · 3 shared positions
$PCAR$SBUX$BA
$264M
171 positions
#7FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$SBUX$BA$DE$PLTR$SPCX
$153M
65 positions
#8Arlington Partners LLCActive
Some overlap · 3 shared positions
$SBUX$CHRW$BMY
$65M
3 positions
#9HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SBUX$PCAR$BMY
$194M
108 positions
#10DecisionMap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PCAR$SBUX$CHRW
$179M
145 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SBUX$BA$DE$AMGN
$121M
100 positions
#12Capital Planning LLCActive
Slight overlap · 3 shared positions
$SBUX$BA$PCAR
$376M
84 positions
#13AIMZ Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$CHRW$BMY$AMGN
$363M
153 positions
#14Coastwise Capital Group, LLCPassive
Slight overlap · 4 shared positions
$SBUX$BA$BMY$AMGN
$172M
143 positions
#15KILEY JUERGENS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SBUX$BA$PCAR
$639M
241 positions
#16MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$SBUX$BA$GLW$PLTR
$138M
62 positions
#17Capital World InvestorsActive
Slight overlap · 4 shared positions
$SBUX$BA$DE$AMGN
$846.4B
637 positions
#18Midwest Financial Partners Investments, Inc.Active
Slight overlap · 4 shared positions
$SBUX$BA$DE$AMGN
$260M
80 positions
#19Skyline Advisors, Inc.Active
Slight overlap · 3 shared positions
$SBUX$BA$DE
$319M
123 positions
#20Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$PCAR$BA$DE
$673M
215 positions
#21Kercheville Advisors, LLCPassive
Slight overlap · 5 shared positions
$SBUX$DE$GLW$PLTR$SPCX
$361M
119 positions
#22Cravens & Co Advisors, LLCActive
Slight overlap · 3 shared positions
$SBUX$BA$AFRM
$147M
61 positions
#23InvesTrustPassive
Slight overlap · 3 shared positions
$SBUX$BA$BMY
$247M
91 positions
#24BAKER BOYER NATIONAL BANKSmart money
Slight overlap · 3 shared positions
$PCAR$BA$DE
$364M
94 positions
#25Retirement Solution LLCActive
Slight overlap · 4 shared positions
$SBUX$BA$GLW$PLTR
$498M
81 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.