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Hedge Funds Similar to OPTIONS SOLUTIONS,

13F Portfolio OverlapQ1 2026OPTIONS SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

OPTIONS SOLUTIONS, LLC is an institutional investor managing $186M across 74 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 OPTIONS SOLUTIONS, are HARMONY ASSET, Gouws, McGuire Investment Group,, with shared positions in $CBOE, $CME, $MU, $IBM, $DHR, $DE. The full ranking of 25 similar funds is below.

#1HARMONY ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$CBOE$CME$MU$IBM
$327M
195 positions
#2Gouws Capital LLCActive
Some overlap · 4 shared positions
$CBOE$DHR$DE$AMGN
$189M
58 positions
#3McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$CBOE$WT$CME$AMGN$ITW
$885M
121 positions
#4Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$WEC$CBOE$CME$PM
$231M
63 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WEC$CME$IBM$KO$PM
$220M
148 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$CBOE$CME$DE$IBM$AMGN$ITW
$215M
125 positions
#7Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$CBOE$KKR$BALL$AOS
$224M
238 positions
#8O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$CBOE$DHR$AMGN$KO
$353M
133 positions
#9NatWest Group plcActive
Some overlap · 4 shared positions
$CBOE$CME$AMGN$GE
$462M
44 positions
#10THOMAS STORY & SON LLCPassive
Some overlap · 4 shared positions
$WEC$KO$ITW$AMGN
$261M
51 positions
#11First Washington CORPActive
Some overlap · 4 shared positions
$CBOE$CME$MU$BRZE
$353M
50 positions
#12STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CBOE$CME$DHR$ALPS$KO
$973M
141 positions
#13PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$CBOE$CME$DHR$KO
$193M
112 positions
#14Global Trust Wealth Management LLCActive
Some overlap · 4 shared positions
$WEC$IBM$KO$BRZE
$132M
83 positions
#15guardian investment managementActive
Some overlap · 7 shared positions
$KKR$DHR$MU$DE$AMGN$ITW
$127M
60 positions
#16BKM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WEC$WT$DHR$IBM$AMGN$GE
$274M
148 positions
#17Avantax Planning Partners, Inc.Active
Some overlap · 8 shared positions
$WT$ALPS$DE$AMGN$KKR$IBM
$3.6B
435 positions
#18HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$WEC$DHR$AMGN
$407M
49 positions
#19Westside Investment Management, Inc.Passive
Some overlap · 6 shared positions
$KKR$CRM$MU$WT$AMGN$BRZE
$653M
1,477 positions
#20RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CBOE$CRM$AEP
$278M
92 positions
#21Embree Financial GroupPassive
Some overlap · 4 shared positions
$CBOE$KKR$CME$DE
$849M
265 positions
#22GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$WT$CRM$DE$IBM$AMGN$KO
$109M
70 positions
#23MOKAN Wealth Management Inc.Passive
Some overlap · 6 shared positions
$KKR$MU$DE$CBOE$CME$GE
$226M
109 positions
#24WINNOW WEALTH LLCPassive
Some overlap · 4 shared positions
$CBOE$CME$MU$ITW
$130M
123 positions
#25AXS Investments LLCActive
Some overlap · 5 shared positions
$WT$CRM$MU$ALPS$IBM
$248M
189 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.