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Hedge Funds Similar to Omega Financial Group,

13F Portfolio OverlapQ1 2026Omega Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Omega Financial Group, LLC is an institutional investor managing $308M across 101 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 Omega Financial Group, are Bear Mountain ,, BLUESTEM FINANCIAL ADVISORS,, BLUELINE ADVISORS, with shared positions in $SE, $SCHW, $AFRM, $MUFG, $MDY, $PLTR. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active
Notable overlap · 7 shared positions
$SE$SCHW$AFRM$MUFG$MDY$PLTR
$333M
198 positions
#2BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$SCHW$AFRM$APH$MKL
$259M
33 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 6 shared positions
$SE$SCHW$MDY$AFRM$HUM$NOW
$129M
217 positions
#4Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SCHW$AFRM$UNIT$MKL
$335M
104 positions
#5SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$SCHW$PLTR$HUM$UNIT$MKL
$272M
554 positions
#6Horizons Wealth ManagementActive
Notable overlap · 5 shared positions
$SCHW$NOW$MDY$MKL$HUM
$152M
170 positions
#7MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$SCHW$NOW$MUFG
$507M
67 positions
#8CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$232M
44 positions
#9Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$537M
87 positions
#10Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SCHW$HUM$MKL
$155M
74 positions
#11Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$SCHW$HUM$UNIT$MKL
$255M
49 positions
#12Westfuller Advisors, LLCPassive
Notable overlap · 5 shared positions
$SE$AFRM$SCHW$AXP$MKL
$232M
756 positions
#13Zeit Capital LLCActive
Some overlap · 4 shared positions
$SCHW$PLTR$UNIT$MKL
$149M
52 positions
#14ALLEN OPERATIONS LLCSmart money
Some overlap · 3 shared positions
$SCHW$AFRM$PLTR
$670M
35 positions
#15Financial Advisory CorpSmart money
Some overlap · 4 shared positions
$SE$SCHW$UNIT$MKL
$720M
51 positions
#16SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$SCHW$HUM$UNIT$MKL
$103M
37 positions
#17PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$SCHW$AXP$ACN
$4.8B
22 positions
#18Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 3 shared positions
$SCHW$ACN$AXP
$6.0B
50 positions
#19Financial Alternatives, IncActive
Some overlap · 6 shared positions
$SCHW$APH$AFRM$HUM$UNIT$MKL
$185M
79 positions
#20Empower Advisory Group, LLCActive
Some overlap · 5 shared positions
$SCHW$MUFG$NOW$ECL$LIN
$38.5B
510 positions
#21Topel & Distasi Wealth Management, LLCActive
Some overlap · 9 shared positions
$SE$AFRM$MUFG$ECL$SCHW$NOW
$193M
58 positions
#22DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$115M
51 positions
#23GK Wealth Management LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MDY
$115M
51 positions
#24Rockwood Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SCHW$HUM$UNIT$MKL
$1.4B
118 positions
#25Sand Hill Global Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$NOW$MDY$ECL$HON
$3.0B
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.