How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to ASPIRIANT

13F Portfolio OverlapQ2 2026ASPIRIANT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ASPIRIANT, LLC is an institutional investor managing $4.1B across 400 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 ASPIRIANT are Fiduciary Wealth Partners, First Financial Bank - Division, Mirabaud Asset Ltd, with shared positions in $RY, $QCOM, $TJX, $PEP, $MDY, $CINF. The full ranking of 25 similar funds is below.

#1Fiduciary Wealth Partners, LLCSmart money

Some overlap · 5 shared positions

$RY $QCOM $TJX $PEP $MDY

$182M

69 positions

#2First Financial Bank - Trust DivisionActive

Slight overlap · 4 shared positions

$CINF $QCOM $PEP $MDY

$1.4B

208 positions

#3Mirabaud Asset Management LtdPassive

Slight overlap · 3 shared positions

$RY $QCOM $TJX

$120M

49 positions

#4Kepler Cheuvreux (Suisse) SAPassive

Slight overlap · 3 shared positions

$RY $QCOM $TJX

$1.7B

162 positions

#5ADVISORTRUST PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$RY $QCOM $PEP

$292M

199 positions

#6FAIRFIELD, BUSH & CO.Passive

Slight overlap · 3 shared positions

$RY $QCOM $PEP

$203M

126 positions

#7Urban Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$QCOM $RY $PEP $WFC

$115M

107 positions

#8COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$QCOM $TJX $PEP $SCHW

$414M

164 positions

#9ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Slight overlap · 4 shared positions

$QCOM $TJX $PEP $WFC

$460M

220 positions

#10Applied Capital LLC/FLActive

Slight overlap · 3 shared positions

$RY $CINF $WFC

$246M

93 positions

#11Beta Wealth Group, Inc.Active

Slight overlap · 4 shared positions

$QCOM $TJX $SCHW $WFC

$267M

114 positions

#12OLD REPUBLIC INTERNATIONAL CORPActive

Slight overlap · 3 shared positions

$CINF $QCOM $PEP

$2.7B

54 positions

#13SCHULHOFF & CO INCPassive

Slight overlap · 3 shared positions

$CINF $QCOM $PEP

$249M

134 positions

#14Welch Group, LLCPassive

Slight overlap · 3 shared positions

$CINF $QCOM $PEP

$2.9B

326 positions

#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Slight overlap · 3 shared positions

$CINF $QCOM $SCHW

$192M

89 positions

#16Weaver C. Barksdale & Associates, Inc.Passive

Slight overlap · 3 shared positions

$CINF $QCOM $SCHW

$111M

62 positions

#17Crossmark Global Holdings, Inc.Passive

Slight overlap · 4 shared positions

$QCOM $TJX $SCHW $WFC

$7.7B

1,261 positions

#18Palisade Asset Management, LLCPassive

Slight overlap · 3 shared positions

$RY $TJX $PEP

$1.1B

204 positions

#19Fiera Capital CorpActive

Slight overlap · 3 shared positions

$RY $TJX $PEP

$27.6B

401 positions

#20MAGNOLIA CAPITAL MANAGEMENT LTDActive

Slight overlap · 3 shared positions

$QCOM $RY $PEP

$145M

75 positions

#21Longview Financial Advisors LLCActive

Slight overlap · 5 shared positions

$TJX $TDG $SCHW $MDY $WFC

$202M

150 positions

#22Live Oak Private Wealth LLCPassive

Slight overlap · 3 shared positions

$RY $TJX $SCHW

$800M

211 positions

#23NORTHSTAR ASSET MANAGEMENT CoActive

Slight overlap · 4 shared positions

$CINF $QCOM $PEP $MDY

$531M

261 positions

#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 4 shared positions

$QCOM $PEP $SCHW $WFC

$2.5B

270 positions

#25Stone Summit Wealth LLCPassive

Slight overlap · 4 shared positions

$QCOM $PEP $SCHW $MDY

$394M

144 positions

Compare ASPIRIANT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ASPIRIANT’s holdings

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.