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Hedge Funds Similar to OneDigital Investment Advisors

13F Portfolio OverlapQ2 2026OneDigital Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

OneDigital Investment Advisors LLC is an institutional investor managing $11.8B across 1,573 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 OneDigital Investment Advisors are Novak & Powell Financial Services, Independent Wealth Advisors, Evelyn Partners Asset Ltd, with shared positions in $DOV, $IAU, $SO, $BA, $MCD, $BAH. The full ranking of 25 similar funds is below.

#1Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$IAU$SO$BA$MCD
$212M
171 positions
#2Independent Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$111M
77 positions
#3Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$IAU$MCD
$406M
308 positions
#4Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$SO
$1.2B
127 positions
#5Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$IAU$BA
$637M
125 positions
#6Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$1.1B
154 positions
#7NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$IAU$MCD
$270M
74 positions
#8Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$SO
$166M
570 positions
#9Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$DOV$IAU$MCD
$252M
108 positions
#10Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$110M
73 positions
#11Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$568M
133 positions
#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BA
$760M
229 positions
#13MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DOV$MCD
$130M
80 positions
#14Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$DOV$MCD
$437M
707 positions
#15Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$MCD
$497M
120 positions
#16New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$1.0B
205 positions
#17Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$DOV$BAH$MCD$CVS
$119M
97 positions
#18Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$BAH
$829M
163 positions
#19American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MCD$CVS
$110M
56 positions
#20Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$MCD$IAU
$328M
188 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$208M
86 positions
#22Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$MCD$BA
$639M
179 positions
#23LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SO$MCD
$390M
227 positions
#24St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$SO$CVS
$875M
125 positions
#25TSG Advice Partners, LLC
Some overlap · 3 shared positions
$DOV$MCD$CVS
$667M
135 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.