How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to One Wealth Advisors,

13F Portfolio OverlapQ1 2026One Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

One Wealth Advisors, LLC is an institutional investor managing $803M across 304 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 One Wealth Advisors, are CURTIS WEALTH, Asempa Wealth Advisors, ONE Advisory Partners,, with shared positions in $MDLZ, $SE, $LEN, $DDOG, $GLDM, $IAU. The full ranking of 25 similar funds is below.

#1CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MDLZ $SE $LEN $DDOG $GLDM $IAU

$107M

50 positions

#2Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$MDLZ $SE $LEN $IAU $GLDM

$115M

115 positions

#3ONE Advisory Partners, LLCActive

Some overlap · 4 shared positions

$DDOG $SE $MDLZ $IAU

$324M

72 positions

#4Brooklyn FI, LLCActive

Some overlap · 4 shared positions

$DDOG $SE $NOW $MUFG

$476M

78 positions

#5RCS Financial Planning, LLCPassive

Some overlap · 5 shared positions

$DDOG $MDLZ $IAU $NOW $SE

$193M

98 positions

#6Horst & Graben Wealth Management LLCPassive

Some overlap · 7 shared positions

$SE $LEN $MDLZ $GLDM $IAU $MUFG

$729M

195 positions

#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$DDOG $SE $MDLZ $NOW

$206M

97 positions

#8Gutierrez Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$DDOG $LEN $MDLZ

$161M

70 positions

#9Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$DDOG $SE $IAU

$607M

110 positions

#10TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Some overlap · 5 shared positions

$DDOG $SE $NOW $IAU $MUFG

$26.0B

702 positions

#11WEALTHGARDEN F.S. LLCPassive

Some overlap · 7 shared positions

$LEN $MDLZ $DDOG $SE $GLDM $IAU

$147M

165 positions

#12Summit Wealth Group, LLCActive

Some overlap · 5 shared positions

$DDOG $SE $IAU $NOW $MUFG

$436M

126 positions

#13Davis Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$SE $MDLZ $DDOG $IAU $NOW $MUFG

$120M

72 positions

#14Sincerus Advisory, LLCActive

Some overlap · 4 shared positions

$DDOG $SE $NOW $IAU

$132M

76 positions

#15TSA Wealth Managment LLCPassive

Some overlap · 4 shared positions

$MDLZ $SE $DDOG $IAU

$309M

105 positions

#165T Wealth, LLCPassive

Some overlap · 5 shared positions

$SE $MDLZ $DDOG $IAU $WFC

$253M

129 positions

#17Archer Investment Management, LLCPassive

Some overlap · 7 shared positions

$SE $DDOG $IAU $NOW $MUFG $GLDM

$238M

108 positions

#18Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 4 shared positions

$MDLZ $SE $IAU $GLDM

$202M

114 positions

#19Vannoy Advisory Group, Inc.Smart money

Some overlap · 3 shared positions

$DDOG $SE $IAU

$158M

28 positions

#20Dentgroup LLC

Some overlap · 4 shared positions

$LEN $SE $MDLZ $IAU

$146M

93 positions

#21REGIMEN WEALTH, LLCActive

Some overlap · 4 shared positions

$DDOG $MDLZ $IAU $LEN

$342M

70 positions

#22Shared Vision Wealth Group LLCActive

Some overlap · 4 shared positions

$SE $DDOG $MDLZ $IAU

$245M

95 positions

#23THEORY FINANCIAL LLCPassive

Some overlap · 6 shared positions

$SE $LEN $DDOG $MDLZ $GLDM $MUFG

$285M

94 positions

#24Wedmont Private CapitalActive

Some overlap · 3 shared positions

$DDOG $SE $WFC

$3.1B

838 positions

#25LifePlan Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$DDOG $SE $IAU $MUFG $WDC

$254M

122 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.