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Hedge Funds Similar to OPTIONS SOLUTIONS

13F Portfolio OverlapQ2 2026OPTIONS SOLUTIONS portfolio →
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Most similar hedge funds by 13F overlap

OPTIONS SOLUTIONS, LLC is an institutional investor managing $195M across 76 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OPTIONS SOLUTIONS are HARMONY ASSET, Gouws, Brentview Investment, with shared positions in $CBOE, $DOV, $AMGN, $CME, $BLK, $DE. The full ranking of 25 similar funds is below.

#1HARMONY ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$CBOE$DOV$AMGN$CME$BLK
$372M
201 positions
#2Gouws Capital LLCActive
Some overlap · 5 shared positions
$CBOE$DE$DHR$AMGN$BLK
$215M
55 positions
#3Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$WEC$CBOE$CME$BLK$PM
$253M
63 positions
#4Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$CBOE$DE$BALL$AOS
$242M
228 positions
#5HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WEC$DOV$DHR$AMGN
$410M
53 positions
#6THOMAS STORY & SON LLCActive
Some overlap · 4 shared positions
$WEC$ITW$GD$AMGN
$283M
53 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WEC$CME$PM$GD
$233M
122 positions
#8McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$CBOE$CME$AMGN$ITW$BLK
$1.1B
137 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CBOE$DE$AMGN$CME$ITW
$239M
126 positions
#10CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$WEC$DOV$BLK$PM$AEP
$6.0B
306 positions
#11O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$CBOE$DHR$AMGN
$362M
141 positions
#12Stack Financial Management, IncActive
Some overlap · 4 shared positions
$CBOE$DOV$DHR$AEP
$1.3B
54 positions
#13Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$CBOE$BLK$GD
$2.5B
156 positions
#14Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$WEC$DOV$PM
$860M
149 positions
#15Embree Financial GroupPassive
Some overlap · 5 shared positions
$CBOE$DE$CME$BLK$GD
$999M
290 positions
#16NatWest Group plcActive
Some overlap · 3 shared positions
$CBOE$AMGN$CME
$560M
48 positions
#17Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$WEC$DHR$AMGN$CME$BLK$PM
$856M
89 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DOV$DE$DHR$CRM$AMGN
$124M
100 positions
#19Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$DOV$DHR$AMGN$CME$ITW$BLK
$345M
576 positions
#20Iron Financial, LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$PM
$242M
151 positions
#21RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CBOE$CRM$AEP
$273M
80 positions
#22PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CBOE$DHR$CME
$208M
122 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$WEC$DE$BLK$PM$AEP
$5.0B
245 positions
#24UNITED BANKActive
Some overlap · 6 shared positions
$DOV$AMGN$CME$ITW$BLK$GD
$853M
130 positions
#25DEARBORN PARTNERS LLCActive
Slight overlap · 3 shared positions
$WEC$CME$ITW
$1.8B
269 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.