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Hedge Funds Similar to OneDigital Investment Advisors

13F Portfolio OverlapQ1 2026OneDigital Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

OneDigital Investment Advisors LLC is an institutional investor managing $10.2B across 1,462 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 OneDigital Investment Advisors are Evanson Asset ,, REGIMEN WEALTH,, Farrell Financial, with shared positions in $WT, $DDOG, $DOV, $IAU, $COP, $BRZE. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLCActive
Some overlap · 7 shared positions
$WT$DDOG$DOV$IAU$COP$BRZE
$1.9B
321 positions
#2REGIMEN WEALTH, LLCActive
Some overlap · 8 shared positions
$WT$DDOG$MDLZ$IAU$AMN$HUM
$342M
70 positions
#3Farrell Financial LLCPassive
Some overlap · 7 shared positions
$WT$DDOG$IAU$NOW$COP$HUM
$167M
76 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$IAU$MCD
$1.2B
262 positions
#5LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WT$DDOG$DOV$IAU$HUM$BRZE
$595M
360 positions
#6Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$WT$IAU$DOV$HUM
$90M
65 positions
#7Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$IAU$NOW$HUM
$238M
108 positions
#8Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$WT$IAU$DOV$AMN
$132M
80 positions
#9Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 6 shared positions
$DDOG$IAU$DOV$COP$HUM$BRZE
$578M
118 positions
#10RCS Financial Planning, LLCPassive
Some overlap · 6 shared positions
$DDOG$IAU$MDLZ$NOW$BRZE$AMN
$193M
98 positions
#11AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$WT$DDOG$MDLZ$NOW
$206M
97 positions
#12Unison Advisors LLCActive
Some overlap · 4 shared positions
$WT$DDOG$COP$AMN
$1.3B
175 positions
#13Amplius Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$WT$IAU$MDLZ$HUM
$1.2B
175 positions
#14ShoreHaven Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$IAU$MDLZ$DDOG
$278M
103 positions
#15UPTICK PARTNERS, LLCPassive
Some overlap · 5 shared positions
$WT$IAU$MDLZ$HUM$AMN
$502M
293 positions
#16Systelligence, LLCPassive
Some overlap · 3 shared positions
$WT$IAU$DOV
$514M
56 positions
#17One Capital Management, LLCPassive
Some overlap · 3 shared positions
$WT$DDOG$MDLZ
$3.6B
524 positions
#18Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$WT$IAU$HUM$BRZE$MCD
$365M
111 positions
#19Financial Harvest, LLCActive
Some overlap · 4 shared positions
$WT$IAU$DOV$MCD
$170M
57 positions
#20Sincerus Advisory, LLCActive
Some overlap · 6 shared positions
$DDOG$WT$NOW$IAU$HUM$BRZE
$132M
76 positions
#21XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$WT$DOV$COP$BRZE$AMN
$626M
273 positions
#22THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$MDLZ$BRZE
$285M
94 positions
#23BIP Wealth, LLCActive
Some overlap · 5 shared positions
$WT$DOV$HUM$BRZE$COP
$2.5B
453 positions
#24MOLLER WEALTH PARTNERSActive
Some overlap · 4 shared positions
$WT$DDOG$NOW$MCD
$507M
67 positions
#25Smartleaf Asset Management LLCPassive
Some overlap · 5 shared positions
$WT$DOV$DDOG$BAH$AMN
$2.8B
3,510 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.