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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
$1.2B
189 positions
#7NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$IAU$MCD
$283M
75 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
$276M
121 positions
#10Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$DOV$IAU$BAH
$113M
74 positions
#11Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$580M
134 positions
#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$BA
$769M
225 positions
#13MAIMON WEALTH MANAGEMENT LTD.Active
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 LLCPassive
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
$115M
101 positions
#18Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$BAH
$830M
159 positions
#19American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MCD$CVS
$109M
52 positions
#20Vantage Point Financial LLCActive
Some overlap · 3 shared positions
$DOV$MCD$IAU
$328M
188 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$215M
84 positions
#22Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$MCD$BA
$644M
172 positions
#23LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SO$MCD
$415M
229 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.