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Hedge Funds Similar to One Charles Private Wealth Services

13F Portfolio OverlapQ2 2026One Charles Private Wealth Services portfolio →
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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 INVESTORSActive
Substantial overlap · 5 shared positions
$TPL$LB$GBTC$MIAX$BTC
$246M
31 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 LPActive
Notable overlap · 4 shared positions
$TPL$GBTC$LB$BTC
$167M
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
$203M
118 positions
#8PECAUT & CO.Active
Notable overlap · 3 shared positions
$TPL$LB$GLDM
$346M
69 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.Active
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
$193M
68 positions
#14Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$GLDM$GBTC
$1.2B
306 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
$2.2B
277 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
$113M
55 positions
#23CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$GBTC$GLDM$ARKB
$184M
143 positions
#24Clarus Group, Inc.Active
Some overlap · 3 shared positions
$ET$EPD$SLV
$303M
123 positions
#25Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$ET$EPD$MPLX
$6.4B
88 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.