13F Pro

Hedge Funds Similar to One Charles Private Wealth Services

13F Portfolio OverlapQ2 2026One Charles Private Wealth Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

One Charles Private Wealth Services, LLC is an institutional investor managing $434M across 176 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 One Charles Private Wealth Services are MAD RIVER INVESTORS, HORIZON KINETICS ASSET, MSRH, with shared positions in $TPL, $LB, $GBTC, $MIAX, $BTC, $SLV. The full ranking of 25 similar funds is below.

#1MAD RIVER INVESTORSSmart money
Substantial overlap · 5 shared positions
$TPL$LB$GBTC$MIAX$BTC
$268M
30 positions
#2HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Substantial overlap · 5 shared positions
$TPL$GBTC$LB$MIAX$BTC
$8.8B
351 positions
#3MSRH, LLC
Substantial overlap · 7 shared positions
$TPL$LB$GBTC$BTC$MIAX$SLV
$113M
29 positions
#4Atlas Wealth Partners, LLCActive
Substantial overlap · 5 shared positions
$TPL$GBTC$LB$MIAX$SLV
$92M
64 positions
#5SANTA MONICA PARTNERS LPSmart money
Notable overlap · 4 shared positions
$TPL$GBTC$LB$BTC
$185M
13 positions
#6EagleClaw Capital Managment, LLCPassive
Notable overlap · 4 shared positions
$TPL$LB$GBTC$BTC
$745M
145 positions
#7PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 3 shared positions
$TPL$LB$EPD
$208M
122 positions
#8PECAUT & CO.Active
Notable overlap · 3 shared positions
$TPL$LB$GLDM
$328M
65 positions
#9Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$TPL$GBTC$SLV
$462M
303 positions
#10Pasadena Private Wealth, LLCActive
Some overlap · 5 shared positions
$GBTC$BTC$EPD$IRM$MPLX
$786M
309 positions
#11Guild Investment Management, Inc.Passive
Some overlap · 5 shared positions
$GBTC$BTC$SLV$TPL$KLAC
$146M
59 positions
#12Moors & Cabot, Inc.Passive
Some overlap · 4 shared positions
$TPL$LB$EPD$GBTC
$2.6B
961 positions
#13Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$GBTC$BTC$GLDM$ARKB
$180M
73 positions
#14Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$GLDM$GBTC
$1.2B
297 positions
#15Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$LB$TPL$KLAC
$713M
31 positions
#16Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$GBTC$BTC$SLV
$99M
367 positions
#17TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$ET$EPD$IRM$MPLX
$2.1B
289 positions
#18Americana Partners, LLCPassive
Some overlap · 4 shared positions
$ET$EPD$IRM$MPLX
$4.4B
596 positions
#19Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GBTC$SLV$GLDM
$166M
570 positions
#20Catalyst Capital Advisors LLCActive
Some overlap · 4 shared positions
$ET$EPD$MPLX$GLDM
$6.0B
369 positions
#21CHILDRESS CAPITAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ET$EPD$MPLX$KLAC
$610M
378 positions
#22Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$ET$SLV$EPD
$114M
57 positions
#23CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$GBTC$GLDM$ARKB
$183M
146 positions
#24Clarus Group, Inc.Active
Some overlap · 3 shared positions
$ET$EPD$SLV
$295M
127 positions
#25Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$ET$EPD$MPLX
$6.4B
88 positions

Compare One Charles Private Wealth Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View One Charles Private Wealth Services’s holdings

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.