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Hedge Funds Similar to O'Brien Wealth Partners

13F Portfolio OverlapQ4 2025O'Brien Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

O'Brien Wealth Partners LLC is an institutional investor managing $756M across 110 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to O'Brien Wealth Partners are Presidio ,, Winter & Associates,, Owen LaRue,, with shared positions in $REGN, $MCD, $NOW, $BRZE, $IBM, $GLW. The full ranking of 25 similar funds is below.

#1Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$REGN$MCD$NOW
$344M
79 positions
#2Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$REGN$BRZE$IBM
$114M
84 positions
#3Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$REGN$GLW$AMGN
$261M
128 positions
#4Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$EPAM$REGN$GLW$IBM
$124M
120 positions
#5Orion Investment CoActive
Some overlap · 3 shared positions
$REGN$ABT$NOW
$315M
69 positions
#6Paragon Capital Management LtdActive
Some overlap · 5 shared positions
$REGN$AFRM$TXN$IBM$AMGN
$476M
199 positions
#7Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$REGN$ABT$IBM$AMGN
$441M
105 positions
#8Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$BRZE$IBM$AMGN
$118M
73 positions
#9Commerce Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$BRZE$IBM
$119M
122 positions
#10OakTrust Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$REGN$MCD$TXN$IBM$AMGN
$110M
68 positions
#11Brooklyn FI, LLCActive
Some overlap · 5 shared positions
$EPAM$AFRM$BRZE$MUFG$NOW
$476M
78 positions
#12Wealth Group LtdSmart money
Some overlap · 3 shared positions
$REGN$BRZE$AFRM
$439M
94 positions
#13PSI Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$MCD$AME
$418M
156 positions
#14Smart Portfolios, LLCPassive
Some overlap · 7 shared positions
$REGN$MUFG$MCD$TXN$APD$IBM
$100M
99 positions
#15Burns Matteson Capital Management, LLCPassive
Some overlap · 3 shared positions
$REGN$MUFG$GLW
$273M
190 positions
#16Bellevue Group AGActive
Some overlap · 3 shared positions
$REGN$ABT$AMGN
$4.2B
155 positions
#17TABLEAUX LLCPassive
Some overlap · 3 shared positions
$REGN$MCD$IBM
$206M
113 positions
#18McClarren Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$EPAM$AFRM$BRZE$AMGN
$169M
79 positions
#19CORA CAPITAL ADVISORS LLCActive
Some overlap · 3 shared positions
$REGN$BRZE$TXN
$302M
134 positions
#20INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 4 shared positions
$REGN$MCD$ABT$AMGN
$314M
130 positions
#21Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$BRZE$IBM
$945M
412 positions
#22Financial Council, LLCActive
Some overlap · 3 shared positions
$EPAM$AFRM$ABT
$259M
101 positions
#23Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$GLW$TXN
$361M
133 positions
#24William Howard & Co Financial Advisors IncSmart money
Some overlap · 3 shared positions
$EPAM$BRZE$IBM
$116M
54 positions
#25Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$EPAM$MUFG$NOW
$1.1B
271 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.