What hedge funds are most similar to OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC are FC Advisory, Poehling ,, VERITY Wealth Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 OSBORNE PARTNERS ,

13F Portfolio OverlapQ1 2026OSBORNE PARTNERS , portfolio →

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Most similar hedge funds by 13F overlap

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC is an institutional investor managing $1.9B across 197 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OSBORNE PARTNERS , are FC Advisory, Poehling ,, VERITY Wealth Advisors, with shared positions in $MKL, $SCHW, $DHR, $COP, $BABA, $CRM. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $DHR $COP

$342M

115 positions

#2Poehling Capital Management, INC.Passive

Notable overlap · 6 shared positions

$MKL $SCHW $BABA $CRM $SLB $DIS

$475M

153 positions

#3VERITY Wealth AdvisorsActive

Notable overlap · 6 shared positions

$MKL $SCHW $DHR $COP $TMO $WT

$150M

81 positions

#4Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $MRSH

$155M

74 positions

#5Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$MKL $SCHW $MRSH $DIS

$494M

158 positions

#6Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $SCHW $COP

$161M

47 positions

#7Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $WT

$255M

49 positions

#8Voya Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $SCHW $COP $APD

$1.0B

209 positions

#9Grange Capital, LLCActive

Notable overlap · 4 shared positions

$MKL $PANW $WT $AMD

$100M

46 positions

#10Idaho Trust CoPassive

Notable overlap · 7 shared positions

$MKL $SCHW $DJP $BABA $RELX $TMO

$308M

97 positions

#11Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$MKL $SCHW $DHR $COP

$480M

160 positions

#12SAGE FINANCIAL GROUP INCSmart money

Notable overlap · 4 shared positions

$MKL $SCHW $DHR $XYZ

$1.5B

107 positions

#13Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$MKL $DHR $COP $SCHW

$578M

118 positions

#14HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MKL $TMO $DHR $MELI

$2.5B

262 positions

#15Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $COP $WT

$1.4B

58 positions

#16Chapman Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $MELI $CRM $DIS

$121M

26 positions

#17Kestra Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $XYZ $WT $SCHW

$5.8B

439 positions

#18Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $RELX $COP

$127M

57 positions

#19WestEnd Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $TMO $CRM $COP

$4.1B

391 positions

#20Lincoln Capital LLCActive

Notable overlap · 4 shared positions

$MKL $DHR $SCHW $DIS

$528M

135 positions

#21Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $COP $DHR $SCHW

$382M

55 positions

#22Pasadena Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$MKL $WT $AMD

$723M

277 positions

#23WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$MKL $WT $DHR $SCHW

$1000M

94 positions

#24Watershed Asset Management, L.L.C.Passive

Notable overlap · 4 shared positions

$MKL $TMO $DHR $MELI

$96M

118 positions

#25Newton One Investments LLCActive

Notable overlap · 3 shared positions

$MKL $DHR $WT

$368M

121 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.