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Hedge Funds Similar to Aspire Private

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

Aspire Private Capital, LLC is an institutional investor managing $484M across 175 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 Private are Dana Investment Advisors, FIDUCIARY FAMILY OFFICE, Omnitrust Wealth, with shared positions in $APH, $VRT, $IQV, $UBER, $ADI, $AXP. The full ranking of 25 similar funds is below.

#1Dana Investment Advisors, Inc.Passive
Notable overlap · 16 shared positions
$APH$VRT$IQV$UBER$ADI$AXP
$3.8B
572 positions
#2FIDUCIARY FAMILY OFFICE, LLCActive
Notable overlap · 13 shared positions
$PM$AXP$WFC$VRT$PH$APH
$400M
177 positions
#3Omnitrust Wealth Management, Inc
Some overlap · 7 shared positions
$PM$WFC$ADI$VRT$PH$AXP
$77M
64 positions
#4GDS Wealth ManagementPassive
Some overlap · 6 shared positions
$APH$IQV$ADI$TT$ALL$AXP
$2.1B
232 positions
#5Voya Financial Advisors, Inc.Smart money
Some overlap · 7 shared positions
$PM$IQV$WFC$ADI$BNY$DIS
$1.1B
208 positions
#6WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 7 shared positions
$WFC$DIS$LIN$PHM$AXP$UBER
$575M
82 positions
#7Oregon Pacific Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IQV$PM$ADI$DIS$WFC$BNY
$107M
115 positions
#8Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$ADI$APH$VRT$TT$PH$JCI
$29.1B
66 positions
#9CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$ADI$PM$IQV$WFC$BNY$DIS
$289M
192 positions
#10CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$ADI$PM$WFC$TT$JCI$BNY
$827M
181 positions
#11Wilian Securities, LLCPassive
Some overlap · 6 shared positions
$APH$CTAS$LIN$PHM$UBER$AMT
$169M
89 positions
#12Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$PM$UPS$QSR$JCI
$10.2B
208 positions
#13SPWM Advisors LLCActive
Some overlap · 6 shared positions
$IQV$PM$WFC$ADI$BNY$DIS
$108M
90 positions
#14HENDLEY & CO INCActive
Some overlap · 6 shared positions
$APH$PM$LIN$PH$SLB$AXP
$283M
47 positions
#15OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$DUK$PM$UPS$PH$BNY
$217M
118 positions
#16COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$APH$IQV$LIN$PH$UBER$SLB
$1.9B
144 positions
#17ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$ADI$WFC$TT$AXP$UBER$BNY
$130M
106 positions
#18Strong Retirement Solutions LLCPassive
Some overlap · 6 shared positions
$APH$LIN$CTAS$PHM$UBER$AMT
$167M
82 positions
#19Inspire Investing, LLCPassive
Some overlap · 7 shared positions
$APH$PH$VRT$IBKR$SLB$LIN
$2.4B
1,266 positions
#20PCB Capital LLCPassive
Some overlap · 5 shared positions
$APH$PM$WFC$UPS$CTAS
$82M
114 positions
#21Independence Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IQV$PM$ADI$WFC$DIS
$199M
85 positions
#22Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$APH$TT$LIN$UBER$JCI$AXP
$1.2B
98 positions
#23SHAYNE & JACOBS, LLCActive
Some overlap · 6 shared positions
$WFC$DIS$PHM$PM$AXP$BNY
$337M
101 positions
#24CLIFFORD SWAN INVESTMENT COUNSEL LLC
Some overlap · 6 shared positions
$WFC$UPS$AXP$JCI$SLB$PH
$3.1B
340 positions
#25Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$APH$ADI$TT$LIN$PH
$170M
111 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.