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Hedge Funds Similar to Omnia Family Wealth,

13F Portfolio OverlapQ1 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 Q1 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 Financial Harvest,, ROGCO,, Wealth Quarterback, with shared positions in $IAU, $DIS, $AMD, $LMT, $MCD, $BAC. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive
Some overlap · 5 shared positions
$IAU$DIS$AMD$LMT$MCD
$170M
57 positions
#2ROGCO, LPActive
Some overlap · 5 shared positions
$IAU$LMT$BAC$MCD$MS
$300M
205 positions
#3Wealth Quarterback LLCPassive
Some overlap · 4 shared positions
$IAU$AMD$LMT$MCD
$254M
163 positions
#4BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$AMD$LMT$DLR
$353M
57 positions
#5Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$DIS$BAC$MS
$199M
130 positions
#6Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$IAU$LMT$BAC$MS
$90M
65 positions
#7Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$LMT
$135M
89 positions
#8CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$AMD$LMT
$293M
1,255 positions
#9Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$LMT$MCD$DLR
$218M
69 positions
#10Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$BAC
$250M
153 positions
#11Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$LMT$MCD$MS
$363M
117 positions
#12Burk Holdings LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$BAC
$233M
676 positions
#13Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$IAU$AMD$BAC
$190M
464 positions
#14CAPE ANN SAVINGS BANKPassive
Some overlap · 4 shared positions
$IAU$BAC$MCD$MS
$199M
121 positions
#15LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MCD
$135M
83 positions
#16VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MS
$361M
123 positions
#17Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MS
$756M
202 positions
#18Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$AMD$MS
$732M
125 positions
#19Harbour Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMD$MSI
$133M
89 positions
#20Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$MCD
$106M
79 positions
#21Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$LMT$PM
$1.4B
169 positions
#22Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MU
$350M
147 positions
#23AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$MU
$287M
158 positions
#24Rather & Kittrell, Inc.Active
Some overlap · 3 shared positions
$IAU$BAC$PM
$648M
113 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$BAC$MU
$569M
204 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.