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Hedge Funds Similar to Opes Wealth

13F Portfolio OverlapQ1 2026Opes Wealth portfolio →
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Most similar hedge funds by 13F overlap

Opes Wealth Management LLC is an institutional investor managing $609M 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 Opes Wealth are Neumann, Lombard Odier Asset (USA), Integras Partners, with shared positions in $GILD, $BMY, $UNP, $QCOM, $NEE, $MUFG. The full ranking of 25 similar funds is below.

#1Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$GILD$BMY$UNP
$151M
58 positions
#2Lombard Odier Asset Management (USA) CorpPassive
Some overlap · 3 shared positions
$GILD$BMY$QCOM
$727M
142 positions
#3Integras Partners LLCPassive
Some overlap · 3 shared positions
$GILD$BMY$NEE
$181M
100 positions
#4VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$GILD$MUFG$QCOM
$166M
81 positions
#5Parrish Capital LLC
Some overlap · 4 shared positions
$GILD$ALB$PM$QCOM
$112M
86 positions
#6Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$GILD$EBAY$BMY$QCOM
$414M
74 positions
#7MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$GILD$BMY$QCOM
$112M
100 positions
#8Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$GILD$BMY$APH$NEE$QCOM
$394M
144 positions
#9Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$GILD$BMY$APH$KLAC$NEE$QCOM
$8.0B
102 positions
#10NIA IMPACT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GILD$EBAY$AKAM
$241M
72 positions
#11THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$GILD$BMY$KLAC
$176M
56 positions
#12BAILARD, INC.Passive
Some overlap · 3 shared positions
$GILD$KLAC$QCOM
$4.9B
763 positions
#13WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 4 shared positions
$GILD$EBAY$BMY$NEE
$366M
148 positions
#14AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$BMY$KLAC$QCOM
$363M
153 positions
#15Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$GILD$BMY$QCOM
$274M
58 positions
#16Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$GILD$CME$QCOM
$186M
61 positions
#17Ball & Co Wealth Management Inc.Active
Some overlap · 4 shared positions
$GILD$PM$ROKU$BMY
$141M
74 positions
#18OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GILD$BMY$PM$NEE
$217M
118 positions
#19NOESIS CAPITAL MANGEMENT CORPActive
Slight overlap · 4 shared positions
$GILD$APH$NEE$QCOM
$832M
124 positions
#20CapWealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GILD$PLTR$NEE
$1.5B
118 positions
#21RHS Financial, LLCPassive
Slight overlap · 5 shared positions
$GILD$EBAY$BMY$MUFG$KLAC
$248M
165 positions
#22United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 6 shared positions
$GILD$BMY$APH$MSCI$MCO$QCOM
$5.6B
184 positions
#23Lifeworks Advisors, LLCPassive
Slight overlap · 3 shared positions
$GILD$EBAY$QCOM
$955M
337 positions
#24GRANDFIELD & DODD, LLCActive
Slight overlap · 3 shared positions
$GILD$ALB$TRMB
$1.9B
217 positions
#25Shelter Mutual Insurance CoActive
Slight overlap · 6 shared positions
$GILD$BMY$CME$NEE$QCOM$UNP
$473M
58 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.