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 One ,

13F Portfolio OverlapQ1 2026One , portfolio →

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Most similar hedge funds by 13F overlap

One Capital Management, LLC is an institutional investor managing $3.6B across 524 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 One , are Unison Advisors, Stonebridge Financial Group,, Centerpoint Advisory Group, with shared positions in $WT, $DDOG, $GD, $REGN, $DHI, $MET. The full ranking of 25 similar funds is below.

#1Unison Advisors LLCActive

Some overlap · 6 shared positions

$WT $DDOG $GD $REGN $DHI $MET

$1.3B

175 positions

#2Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $DDOG $SNOW $GD

$1.2B

262 positions

#3Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$WT $SOLV $CRWD $REGN $ASML

$133M

108 positions

#4Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$WT $SOLV $SNOW $DDOG $REGN $MDLZ

$181M

177 positions

#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$WT $DDOG $REGN $MDLZ

$206M

97 positions

#6MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $SOLV $SNOW $ASML

$260M

146 positions

#7Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $SOLV $REGN $CRM $MDLZ

$930M

373 positions

#8Kestra Investment Management, LLCActive

Some overlap · 3 shared positions

$WT $DDOG $SNOW

$5.8B

439 positions

#9Avidian Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$WT $DDOG $SOLV $SNOW

$3.2B

676 positions

#10ANDERSON HOAGLAND & COPassive

Some overlap · 5 shared positions

$DDOG $WT $SNOW $C $ASML

$1.2B

136 positions

#11Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$WT $SOLV $REGN $SNOW

$905M

310 positions

#12REGIMEN WEALTH, LLCActive

Some overlap · 4 shared positions

$WT $DDOG $MDLZ $REGN

$342M

70 positions

#13KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $SOLV $CRM $DHI

$743M

262 positions

#14Eaton Financial Holdings Company, LLCPassive

Some overlap · 3 shared positions

$WT $DDOG $SNOW

$305M

125 positions

#15GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$WT $SNOW $REGN $CRM

$5.5B

999 positions

#16Peck Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $SOLV $SNOW

$100M

122 positions

#17Provident Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $SNOW $REGN $MDLZ

$331M

134 positions

#18Stewardship Advisors, LLCActive

Some overlap · 4 shared positions

$WT $DDOG $SNOW $REGN

$435M

168 positions

#19OneDigital Investment Advisors LLCPassive

Some overlap · 3 shared positions

$WT $DDOG $MDLZ

$10.2B

1,462 positions

#20Occidental Asset Management, LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $CRM $D

$844M

284 positions

#21Spectrum Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$WT $SOLV $GD $D

$269M

58 positions

#22Savant Capital, LLCActive

Some overlap · 4 shared positions

$WT $SOLV $SNOW $DDOG

$20.7B

1,500 positions

#23Elmwood Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $DDOG $CRM

$362M

178 positions

#24RVW Wealth, LLCActive

Some overlap · 3 shared positions

$WT $SOLV $REGN

$1.3B

176 positions

#25Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$WT $SOLV $REGN

$462M

53 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.