How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to One Wealth Map

13F Portfolio OverlapQ1 2026One Wealth Map portfolio →

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Most similar hedge funds by 13F overlap

One Wealth Map LLC is an institutional investor managing $213M across 103 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 One Wealth Map are WESCAP Group,, Carmel Partners,, Powers Advisory Group,, with shared positions in $WT, $OKTA, $SCHW, $AMAT, $IQV, $ARI. The full ranking of 25 similar funds is below.

#1WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $OKTA $SCHW

$508M

107 positions

#2Carmel Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$WT $SCHW $AMAT $IQV $ARI $ICE

$277M

118 positions

#3Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $OKTA $SBUX

$284M

125 positions

#4FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $SCHW $APD

$264M

25 positions

#5CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $AMAT $SCHW

$84M

90 positions

#6Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $AMAT $COR $APD

$157M

103 positions

#7Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $AMAT $COR

$230M

166 positions

#8Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $DIS $CRM $ADBE

$154M

127 positions

#9Alpine Bank Wealth ManagementActive

Notable overlap · 3 shared positions

$WT $SBUX $SCHW

$688M

161 positions

#10Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $DIS $SCHW $BKNG

$132M

378 positions

#11Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $OKTA

$491M

137 positions

#12Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $ABNB $DIS

$597M

251 positions

#13Provident Co of the Employees of the Hebrew University LTDPassive

Notable overlap · 3 shared positions

$WT $ABNB $UBER

$63M

26 positions

#14MOLLER WEALTH PARTNERSActive

Notable overlap · 3 shared positions

$WT $SCHW $AMAT

$507M

67 positions

#15Arta Finance Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $CRM $ADBE

$202M

95 positions

#16Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $COR $ADBE

$136M

85 positions

#17CLG LLCActive

Notable overlap · 3 shared positions

$WT $CRM $ECL

$403M

134 positions

#18ESL Trust Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $SYK $MAS $COR

$524M

258 positions

#19626 Financial, LLCActive

Notable overlap · 3 shared positions

$WT $SYK $UBER

$224M

121 positions

#20TigerOak Management, L.L.C.Active

Notable overlap · 3 shared positions

$WT $ICE $UBER

$317M

126 positions

#21McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$WT $SCHW $AMAT $IQV $SYK

$885M

121 positions

#22Transcendent Capital Group LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $AMAT

$219M

112 positions

#23BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $DIS

$129M

217 positions

#24Summit Trail Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $OKTA

$7.0B

1,441 positions

#25CRUX WEALTH ADVISORSPassive

Some overlap · 7 shared positions

$WT $SCHW $AMAT $IQV $BKNG $ELV

$261M

181 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.