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Hedge Funds Similar to Holistic Financial Partners

13F Portfolio OverlapQ1 2026Holistic Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Holistic Financial Partners is an institutional investor managing $269M across 146 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 Holistic Financial Partners are Wagner Wealth ,, Live Oak Investment Partners, Nova Wealth ,, with shared positions in $FCFS, $OTIS, $IBM, $T, $KO, $IAU. The full ranking of 25 similar funds is below.

#1Wagner Wealth Management, LLCActive
Notable overlap · 4 shared positions
$FCFS$OTIS$IBM$T
$495M
279 positions
#2Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$FCFS$KO$T
$169M
93 positions
#3Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$FCFS$IAU$MAR
$154M
545 positions
#4PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 3 shared positions
$OTIS$MDY$MAR
$206M
201 positions
#5TWIN PEAKS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$FCFS$OTIS$IAU$MAR
$397M
2,369 positions
#6Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$OTIS$IBM$KO
$199M
100 positions
#7Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$OTIS$IAU$MAR
$186M
163 positions
#8TruWealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$FCFS$IBM$T
$2.1B
182 positions
#9NTV ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$IAU$OTIS$IBM$KO
$910M
311 positions
#10BALDWIN WEALTH PARTNERS LLC/MAActive
Slight overlap · 4 shared positions
$IAU$OTIS$IBM$MAR
$1.4B
222 positions
#11Proactive Wealth Strategies LLCPassive
Slight overlap · 3 shared positions
$OTIS$KO$MAR
$532M
210 positions
#12SageGuard Financial Group, LLCPassive
Slight overlap · 5 shared positions
$IAU$IBM$KO$T$MAR
$646M
196 positions
#13Lakeridge Wealth Management LLCPassive
Slight overlap · 4 shared positions
$IAU$FCFS$IBM$T
$233M
169 positions
#14Smith Thornton Advisors LLCPassive
Slight overlap · 4 shared positions
$IAU$IBM$KO$T
$199M
130 positions
#15BRAVE ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$IAU$IBM$KO$T
$427M
161 positions
#16Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 4 shared positions
$IAU$IBM$KO$MAR
$414M
694 positions
#17United Community BankPassive
Slight overlap · 4 shared positions
$IAU$IBM$KO$T
$300M
565 positions
#18IFP Advisors, IncPassive
Slight overlap · 3 shared positions
$IAU$FCFS$MAR
$4.8B
5,032 positions
#19Financial & Tax Architects, LLCPassive
Slight overlap · 4 shared positions
$IAU$IBM$MDY$KO
$448M
108 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 4 shared positions
$OTIS$IBM$KO$T
$974M
782 positions
#21Forza Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$IBM$MDY
$287M
188 positions
#22Sachetta, LLCPassive
Slight overlap · 3 shared positions
$IAU$IBM$MDY
$184M
1,074 positions
#23Acorn Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$FCFS$IBM$MDY
$343M
264 positions
#24Maltin Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$IAU$MDY$OTIS
$262M
136 positions
#25JMAC ENTERPRISES LLCPassive
Slight overlap · 4 shared positions
$IAU$MAR$KO$IBM
$522M
117 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.