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Hedge Funds Similar to Omnia Family Wealth

13F Portfolio OverlapQ2 2026Omnia Family Wealth portfolio →
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Most similar hedge funds by 13F overlap

Omnia Family Wealth, LLC is an institutional investor managing $373M across 103 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 Omnia Family Wealth are ROGCO, Kelly Financial Services, Sage Investment Advisers, with shared positions in $IAU, $LMT, $MS, $MCD, $PM, $DIS. The full ranking of 25 similar funds is below.

#1ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$LMT$MS$MCD
$327M
224 positions
#2Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$LMT$PM
$467M
141 positions
#3Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$MCD
$149M
98 positions
#4LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$LMT$DIS
$374M
136 positions
#5CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$MS$MCD
$347M
97 positions
#6MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$PM$MCD
$297M
166 positions
#7Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MS
$13.5B
367 positions
#8LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$CL$MSI
$143M
89 positions
#9SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$MSI$QCOM
$222M
100 positions
#10Global Wealth Strategies & AssociatesActive
Notable overlap · 3 shared positions
$IAU$QCOM$LMT
$528M
97 positions
#11Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$DLR$CL
$200M
157 positions
#12Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$MCD
$405M
118 positions
#13Asempa Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$IAU$DIS$LMT$MCD
$134M
119 positions
#14GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$MCD
$642M
89 positions
#15TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DIS$PM
$134M
101 positions
#16CAPE ANN SAVINGS BANKActive
Notable overlap · 3 shared positions
$IAU$MS$MCD
$212M
113 positions
#17ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$MS$PM
$318M
106 positions
#18Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$MCD
$119M
82 positions
#19JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$LMT$MS$MCD$QCOM
$593M
122 positions
#20BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$DLR
$342M
57 positions
#21ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$IAU$LMT$QCOM
$367M
68 positions
#22AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$DIS$PM
$4.8B
505 positions
#23Capital Asset Advisory Services LLCActive
Some overlap · 3 shared positions
$IAU$DIS$MS
$2.8B
375 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$LMT$DLR$MCD
$227M
73 positions
#25Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$QCOM$DIS
$127M
90 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.